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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
32.9K+ 39.45% |
N/A
|
116K
$31M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
146+ 2.17% |
N/A
|
6.86K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-190- 6.81% |
N/A
|
2.6K
$691K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 88.06% |
N/A
|
3.51K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-45- 4.39% |
N/A
|
980
$261K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
217+ 1.54% |
N/A
|
14.3K
$3.81M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
7.9KNew |
N/A
|
7.9K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
36+ 4.97% |
N/A
|
761
$202K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.71KNew |
N/A
|
3.71K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36New |
N/A
|
36
$9.58K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
836New |
N/A
|
836
$222K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
328New |
N/A
|
328
$87.3K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
935+ 98.21% |
N/A
|
1.89K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-5- 0.33% |
N/A
|
1.49K
$397K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-14- 1.61% |
N/A
|
856
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 1.79% |
N/A
|
1.92K
$511K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
14New |
N/A
|
14
$3.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-33- 1.07% |
N/A
|
3.06K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-57- 37.01% |
N/A
|
97
$25.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
276+ 33.17% |
N/A
|
1.11K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
802New |
N/A
|
802
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-281- 20.33% |
N/A
|
1.1K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34+ 4.29% |
N/A
|
827
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-40- 4.49% |
N/A
|
850
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
N/A
|
2
$532
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
21New |
N/A
|
21
$5.59K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.71K- 30.39% |
N/A
|
6.2K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
41New |
N/A
|
41
$10.9K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26+ 1.79% |
N/A
|
1.48K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
55+ 2.27% |
N/A
|
2.48K
$661K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-44- 3.96% |
N/A
|
1.07K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 8.86% |
N/A
|
247
$65.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
N/A
|
62
$16.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
792+ 38.58% |
N/A
|
2.85K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.17K
$844K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 9.48% |
N/A
|
105
$27.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-138- 5.93% |
N/A
|
2.19K
$583K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
270+ 34.01% |
N/A
|
1.06K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-168- 18.1% |
N/A
|
760
$202K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 0.17% |
N/A
|
10.7K
$2.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
790New |
N/A
|
790
$210K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64New |
N/A
|
64
$17K
|
|
| Q4 2024 | |||||||
|
Nov 25, 2025
Q4 2024
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
900New |
N/A
|
900
$239K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
200+ 85.84% |
N/A
|
433
$115K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-77- 6.19% |
N/A
|
1.17K
$310K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-58- 0.31% |
N/A
|
18.8K
$4.99M
|
|