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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
159+ 274.14% |
N/A
|
217
$57.7K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-142- 1.35% |
N/A
|
10.4K
$2.77M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
184+ 16.36% |
N/A
|
1.31K
$348K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
386+ 48.01% |
N/A
|
1.19K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 5.32% |
N/A
|
89
$23.7K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.54K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.63K+ 9.36% |
N/A
|
101K
$26.8M
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-48- 4.37% |
N/A
|
1.05K
$279K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$2.15M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-86- 8.37% |
N/A
|
941
$250K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-75- 1.37% |
N/A
|
5.39K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101+ 1.48% |
N/A
|
6.93K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 66.67% |
N/A
|
65
$17.3K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
459+ 109.29% |
N/A
|
879
$234K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
14+ 0.92% |
N/A
|
1.53K
$408K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
697New |
N/A
|
697
$185K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.35K+ 64.76% |
N/A
|
3.42K
$910K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.14K- 10.28% |
N/A
|
18.6K
$4.96M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
808New |
N/A
|
808
$215K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50New |
N/A
|
50
$13.3K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11- 0.61% |
N/A
|
1.79K
$476K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-18- 1.13% |
N/A
|
1.58K
$420K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
93+ 0.4% |
N/A
|
23.5K
$6.26M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
709New |
N/A
|
709
$189K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.41K+ 37.24% |
N/A
|
5.18K
$1.38M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
554+ 66.91% |
N/A
|
1.38K
$368K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.06K+ 28.04% |
N/A
|
4.82K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 7.68% |
N/A
|
58.2K
$15.5M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
52+ 0.16% |
N/A
|
33.4K
$8.89M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-50- 6.67% |
N/A
|
700
$186K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
94.8KNew |
N/A
|
94.8K
$25.2M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-10- 4.5% |
N/A
|
212
$56.4K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.62K+ 4.3% |
N/A
|
39.3K
$10.5M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-2.93K- 2.62% |
N/A
|
109K
$29M
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
2.79K+ 9.61% |
N/A
|
31.8K
$8.46M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$417K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5New |
N/A
|
5
$1.33K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
280+ 27.32% |
N/A
|
1.31K
$347K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-46- 1.59% |
N/A
|
2.85K
$758K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-126- 10.09% |
N/A
|
1.12K
$299K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-608- 55.47% |
N/A
|
488
$130K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
218KNew |
N/A
|
218K
$57.9M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2- 0.77% |
N/A
|
259
$68.9K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-373K- 99.61% |
N/A
|
1.45K
$386K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-49- 3.19% |
N/A
|
1.49K
$395K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
44+ 1.73% |
N/A
|
2.59K
$690K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$843K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
39New |
N/A
|
39
$10.4K
|
|
Q3 2024 | |||||||
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
13.5K+ 196.67% |
$3.6M - $3.6M
|
20.4K
$5.43M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-85- 45.95% |
$22.6K - $22.6K
|
100
$26.6K
|