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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-215- 8.39% |
$20.7K - $22.6K
|
2.35K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-4.23K- 63.12% |
$407K - $445K
|
2.47K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.75KNew |
$841K - $919K
|
8.75K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
156New |
$15K - $16.4K
|
156
$19.5K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.31K- 51.16% |
$223K - $243K
|
2.21K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7.91K- 5.2% |
$760K - $831K
|
144K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.61KNew |
$251K - $274K
|
2.61K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
963New |
$92.6K - $101K
|
963
$120K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.26K- 13.95% |
$506K - $553K
|
32.4K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-7.26K- 40.88% |
$698K - $763K
|
10.5K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 24.44% |
$13.7K - $14.9K
|
439
$54.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
213+ 14.51% |
$20.5K - $22.4K
|
1.68K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.95KNew |
$284K - $310K
|
2.95K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
178New |
$17.1K - $18.7K
|
178
$22.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-198Closed |
$19K - $20.8K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
653+ 5.04% |
$62.8K - $68.6K
|
13.6K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
186New |
$17.9K - $19.6K
|
186
$23.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 1.25% |
$2.6K - $2.84K
|
2.19K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
22New |
$2.12K - $2.31K
|
22
$2.75K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-3.24KClosed |
$312K - $341K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-153- 4.41% |
$14.7K - $16.1K
|
3.32K
$414K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.16K
|
119K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.99KNew |
$480K - $525K
|
4.99K
$624K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $219K
|
2.08K
$260K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.09KNew |
$106K - $113K
|
1.09K
$136K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
2.09KNew |
$204K - $217K
|
2.09K
$261K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
88New |
$8.58K - $9.1K
|
88
$11K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.86K- 34.82% |
$278K - $295K
|
5.35K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
553+ 23.56% |
$53.9K - $57.2K
|
2.9K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2KNew |
$195K - $207K
|
2K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$271K - $287K
|
2.78K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.22KNew |
$216K - $230K
|
2.22K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.74K+ 28.5% |
$170K - $180K
|
7.86K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$2.13M - $2.26M
|
21.9K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
296+ 3.56% |
$28.8K - $30.6K
|
8.61K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-810- 7.45% |
$78.9K - $83.8K
|
10.1K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
65+ 8.2% |
$6.33K - $6.72K
|
858
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15- 0.56% |
$1.46K - $1.55K
|
2.67K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
75New |
$7.31K - $7.76K
|
75
$9.37K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.4KNew |
$1.4M - $1.49M
|
14.4K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
266New |
$25.9K - $27.5K
|
266
$33.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
845New |
$82.4K - $87.4K
|
845
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-311- 6.61% |
$30.3K - $32.2K
|
4.39K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.87KNew |
$279K - $296K
|
2.87K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.66K- 11.84% |
$454K - $482K
|
34.7K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-811- 10.41% |
$79K - $83.9K
|
6.98K
$872K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.8K- 58.65% |
$565K - $600K
|
4.09K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$212K - $225K
|
2.18K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
991+ 8.52% |
$96.6K - $103K
|
12.6K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.11KNew |
$498K - $528K
|
5.11K
$638K
|
|