Latest Institutional Transactions on Ishares Tr Global 100 ETF (IOO)
This table provides information on the latest institutional transactions involving Ishares Tr Global 100 ETF (IOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.82K+ 89.47% |
$177K - $188K
|
3.85K
$399K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.21K+ 7.71% |
$800K - $850K
|
115K
$11.9M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
356+ 7.05% |
$34.7K - $36.8K
|
5.41K
$561K
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
1.1K+ 2.46% |
$107K - $113K
|
45.6K
$4.73M
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
21.4KNew |
$2.08M - $2.21M
|
21.4K
$2.22M
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
80.3KNew |
$7.83M - $8.31M
|
80.3K
$8.33M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-381- 3.45% |
$37.1K - $39.4K
|
10.7K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
779+ 9.13% |
$75.9K - $80.6K
|
9.31K
$965K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.59K+ 2.29% |
$544K - $578K
|
250K
$25.9M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 1.92% |
$147K - $156K
|
80.1K
$8.31M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-62- 0.53% |
$6.04K - $6.41K
|
11.6K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.58K+ 1.39% |
$252K - $267K
|
188K
$19.5M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3K+ 291.85% |
$2.86M - $3.03M
|
39.4K
$4.08M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.1K+ 22.27% |
$2.06M - $2.18M
|
116K
$12M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
14.2K+ 11.0% |
$1.38M - $1.46M
|
143K
$14.8M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-339K- 47.26% |
$33M - $35.1M
|
378K
$39.2M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
34KNew |
$3.32M - $3.52M
|
34K
$3.53M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-944- 12.27% |
$92K - $97.7K
|
6.75K
$700K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
581+ 21.09% |
$56.6K - $60.1K
|
3.34K
$346K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.03KNew |
$295K - $313K
|
3.03K
$314K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.15% |
$487 - $517
|
3.43K
$356K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56+ 4.14% |
$5.46K - $5.79K
|
1.41K
$146K
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
550+ 7.56% |
$53.6K - $56.9K
|
7.82K
$811K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
628+ 8.56% |
$61.2K - $65K
|
7.96K
$826K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
637+ 475.37% |
$62.1K - $65.9K
|
771
$80K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-810- 7.45% |
$78.9K - $83.8K
|
10.1K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.99K+ 2.42% |
$778K - $826K
|
339K
$35.1M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.46K- 38.13% |
$337K - $358K
|
5.61K
$582K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.99K+ 1.28% |
$291K - $309K
|
236K
$24.5M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-411- 3.96% |
$40.1K - $42.5K
|
9.98K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
296+ 3.56% |
$28.8K - $30.6K
|
8.61K
$893K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$1.25M - $1.33M
|
12.8K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.47K+ 4.19% |
$436K - $463K
|
111K
$11.5M
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
185+ 0.8% |
$18K - $19.1K
|
23.3K
$2.42M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13KNew |
$1.26M - $1.34M
|
13K
$1.34M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
114+ 3.52% |
$11.1K - $11.8K
|
3.35K
$347K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.3K- 71.33% |
$2.27M - $2.41M
|
9.38K
$972K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1K+ 2.11% |
$97.5K - $103K
|
48.4K
$5.02M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-492K- 13.03% |
$48M - $50.9M
|
3.29M
$341M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
138K+ 19.07% |
$13.4M - $14.3M
|
860K
$89.2M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
212K+ 201.56% |
$20.6M - $21.9M
|
317K
$32.8M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
760+ 11.41% |
$74.1K - $78.6K
|
7.42K
$770K
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.93K+ 3.08% |
$480K - $509K
|
165K
$17.1M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.9K+ 74.56% |
$3.11M - $3.3M
|
74.7K
$7.75M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.78KNew |
$271K - $287K
|
2.78K
$288K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-462- 44.3% |
$45K - $47.8K
|
581
$60.3K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.3K+ 13.13% |
$2.18M - $2.31M
|
192K
$20M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
65+ 8.2% |
$6.33K - $6.72K
|
858
$89K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-315- 37.23% |
$30.7K - $32.6K
|
531
$55.1K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15- 0.56% |
$1.46K - $1.55K
|
2.67K
$277K
|