Latest Institutional Transactions on Ishares S&P 100 ETF (OEF)
This table provides information on the latest institutional transactions involving Ishares S&P 100 ETF (OEF) 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 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-129- 0.79% |
N/A
|
16.3K
$4.33M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.47K+ 244.22% |
N/A
|
9.12K
$2.42M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.23K+ 215.71% |
N/A
|
12K
$3.2M
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
703New |
N/A
|
703
$187K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-103- 5.1% |
N/A
|
1.92K
$510K
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
848New |
N/A
|
848
$226K
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
25KNew |
N/A
|
25K
$6.66M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 3.58% |
N/A
|
1.97K
$524K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22- 0.34% |
N/A
|
6.38K
$1.7M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-52- 1.12% |
N/A
|
4.58K
$1.22M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.56K- 7.9% |
N/A
|
64.8K
$17.2M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-75- 1.15% |
N/A
|
6.43K
$1.71M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1- 0.03% |
N/A
|
3.37K
$895K
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-173- 0.34% |
N/A
|
51.4K
$13.7M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
97+ 2.12% |
N/A
|
4.67K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.81K+ 1.88% |
N/A
|
152K
$40.5M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-285- 1.3% |
N/A
|
21.7K
$5.77M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.94KNew |
N/A
|
8.94K
$2.38M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.78K+ 8.83% |
N/A
|
46.6K
$12.4M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
983+ 4.17% |
N/A
|
24.6K
$6.54M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-93- 0.43% |
N/A
|
21.5K
$5.71M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 2.56% |
N/A
|
38
$10.1K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
N/A
|
3.47K
$922K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
90New |
N/A
|
90
$23.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.26K+ 222.84% |
N/A
|
10.5K
$2.8M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 4.52% |
N/A
|
24.8K
$6.61M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13.7K+ 8.5% |
N/A
|
175K
$46.6M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.72K- 1.2% |
N/A
|
802K
$213M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-228K- 99.65% |
N/A
|
793
$211K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.54K+ 2.38% |
N/A
|
109K
$29.1M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
300New |
N/A
|
300
$79.8K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.04% |
N/A
|
2.25K
$598K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.33K+ 19.9% |
N/A
|
8.03K
$2.14M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.18% |
N/A
|
1.13K
$299K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
200+ 85.84% |
N/A
|
433
$115K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.5K- 1.77% |
N/A
|
83.5K
$22.2M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4- 0.06% |
N/A
|
7.1K
$1.89M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
N/A
|
747
$199K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-10- 0.15% |
N/A
|
6.55K
$1.74M
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-55- 2.3% |
N/A
|
2.34K
$623K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
85+ 23.35% |
N/A
|
449
$119K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-28- 1.22% |
N/A
|
2.27K
$604K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-434- 3.87% |
N/A
|
10.8K
$2.87M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-10- 1.22% |
N/A
|
813
$216K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.36K+ 5.96% |
N/A
|
24.2K
$6.43M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-519- 11.74% |
N/A
|
3.9K
$1.04M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-832- 13.23% |
N/A
|
5.46K
$1.45M
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
714New |
N/A
|
714
$190K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$295K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 14.29% |
N/A
|
12
$3.19K
|