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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
137+ 56.85% |
N/A
|
378
$101K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-16- 1.99% |
N/A
|
789
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
490+ 6.6% |
N/A
|
7.92K
$2.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
703New |
N/A
|
703
$187K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
122New |
N/A
|
122
$32.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
223+ 23.47% |
N/A
|
1.17K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7- 0.63% |
N/A
|
1.11K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
N/A
|
10
$2.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 19.1% |
N/A
|
72
$19.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
8.38K+ 61.52% |
N/A
|
22K
$5.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.38% |
N/A
|
1.17K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-225- 24.32% |
N/A
|
700
$186K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
125+ 1.89% |
N/A
|
6.75K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$951K
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
156+ 16.17% |
N/A
|
1.12K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
168+ 1.88% |
N/A
|
9.1K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
160+ 2.97% |
N/A
|
5.55K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$7.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
485+ 2694.44% |
N/A
|
503
$134K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.34K- 16.89% |
N/A
|
6.6K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
697New |
N/A
|
697
$185K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-27- 1.61% |
N/A
|
1.66K
$440K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
50+ 0.91% |
N/A
|
5.52K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
750+ 750.0% |
N/A
|
850
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 126.67% |
N/A
|
136
$36.2K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-600- 4.67% |
N/A
|
12.2K
$3.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
300+ 133.93% |
N/A
|
524
$139K
|
|
| Q1 2025 | |||||||
|
Dec 01, 2025
Q1 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-2- 0.06% |
N/A
|
3.63K
$965K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
803New |
N/A
|
803
$214K
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$268K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-874Closed |
N/A
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
N/A
|
50
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14New |
N/A
|
14
$3.72K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2K+ 188.97% |
N/A
|
26.3K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Castalian Partners, LLC
Excelsior, MN |
BUY
|
CALL |
1.5MNew |
N/A
|
1.5M
$399M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
25.1KNew |
N/A
|
25.1K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
300+ 3.14% |
N/A
|
9.85K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$319K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
49New |
N/A
|
49
$13K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-36- 0.03% |
N/A
|
125K
$33.2M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-69- 8.48% |
N/A
|
745
$198K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.4KNew |
N/A
|
28.4K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-470- 34.31% |
N/A
|
900
$239K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-789Closed |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-50- 24.15% |
N/A
|
157
$41.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.25K+ 51.52% |
N/A
|
9.55K
$2.54M
|
|