Latest Institutional Purchases of Ishares S&P 100 ETF (OEF)
This list provides information on the latest institutional transactions involving Ishares S&P 100 ETF (OEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
218KNew |
N/A
|
218K
$57.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
135KNew |
N/A
|
135K
$36M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
94.8KNew |
N/A
|
94.8K
$25.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
63.1K+ 804.99% |
N/A
|
71K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
61.5KNew |
N/A
|
61.5K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
40.5KNew |
N/A
|
40.5K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34.5K+ 2010.15% |
N/A
|
36.2K
$9.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
25KNew |
N/A
|
25K
$6.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
15.6K+ 807.42% |
N/A
|
17.5K
$4.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
13.7K+ 8.5% |
N/A
|
175K
$46.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.11KNew |
N/A
|
9.11K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.94KNew |
N/A
|
8.94K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.9KNew |
N/A
|
8.9K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.63K+ 9.36% |
N/A
|
101K
$26.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.23K+ 215.71% |
N/A
|
12K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$2.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.61KNew |
N/A
|
7.61K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.26K+ 222.84% |
N/A
|
10.5K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.47K+ 244.22% |
N/A
|
9.12K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.76K+ 263.35% |
N/A
|
7.95K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.66KNew |
N/A
|
4.66K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.43K+ 8.78% |
N/A
|
54.8K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 7.68% |
N/A
|
58.2K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.78K+ 8.83% |
N/A
|
46.6K
$12.4M
|
|
|
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 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$843K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3K+ 122.55% |
N/A
|
5.45K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.81K+ 1.88% |
N/A
|
152K
$40.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
2.79K+ 9.61% |
N/A
|
31.8K
$8.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 2.93% |
N/A
|
93.6K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.54K+ 2.38% |
N/A
|
109K
$29.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.43K+ 4.13% |
N/A
|
61.2K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.21K+ 1.93% |
N/A
|
117K
$31.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 6.13% |
N/A
|
35.9K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.05KNew |
N/A
|
2.05K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.97KNew |
N/A
|
1.97K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.94K+ 15.01% |
N/A
|
14.9K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.62K+ 4.3% |
N/A
|
39.3K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 114.18% |
N/A
|
3.02K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$385K
|