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 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
11KNew |
$2.13M - $2.47M
|
11K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$1.99M - $2.31M
|
10.3K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.09KNew |
$1.37M - $1.59M
|
7.09K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.83K+ 404.32% |
$1.32M - $1.53M
|
8.51K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.64K+ 2234.68% |
$1.29M - $1.49M
|
6.93K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
6.59KNew |
$1.28M - $1.48M
|
6.59K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.48KNew |
$1.26M - $1.45M
|
6.48K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.92KNew |
$1.15M - $1.33M
|
5.92K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.35KNew |
$1.04M - $1.2M
|
5.35K
$1.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.45K+ 108.52% |
$861K - $996K
|
8.54K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4K+ 18.9% |
$775K - $896K
|
25.2K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.95KNew |
$765K - $885K
|
3.95K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
3.89KNew |
$753K - $872K
|
3.89K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.78KNew |
$733K - $848K
|
3.78K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.72KNew |
$721K - $834K
|
3.72K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.56KNew |
$690K - $799K
|
3.56K
$948K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.36KNew |
$650K - $752K
|
3.36K
$893K
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.27KNew |
$633K - $732K
|
3.27K
$869K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.18KNew |
$617K - $713K
|
3.18K
$847K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
3KNew |
$581K - $672K
|
3K
$798K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.88KNew |
$558K - $645K
|
2.88K
$766K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.75KNew |
$533K - $617K
|
2.75K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.74KNew |
$531K - $614K
|
2.74K
$729K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.6KNew |
$504K - $583K
|
2.6K
$692K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.57KNew |
$497K - $575K
|
2.57K
$683K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.57KNew |
$497K - $575K
|
2.57K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.56KNew |
$495K - $573K
|
2.56K
$680K
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.55KNew |
$494K - $571K
|
2.55K
$678K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.52KNew |
$489K - $566K
|
2.52K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.5KNew |
$485K - $561K
|
2.5K
$666K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.5KNew |
$484K - $560K
|
2.5K
$665K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.35KNew |
$454K - $526K
|
2.35K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.1KNew |
$406K - $470K
|
2.1K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.1KNew |
$406K - $470K
|
2.1K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.86KNew |
$361K - $418K
|
1.86K
$496K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$332K - $384K
|
1.71K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.56KNew |
$302K - $349K
|
1.56K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.55KNew |
$300K - $347K
|
1.55K
$412K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$298K - $345K
|
1.54K
$409K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$286K - $331K
|
1.48K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.32KNew |
$256K - $296K
|
1.32K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.31KNew |
$254K - $294K
|
1.31K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.27KNew |
$247K - $286K
|
1.27K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21KNew |
$234K - $271K
|
1.21K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.16KNew |
$224K - $259K
|
1.16K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$219K - $253K
|
1.13K
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.1KNew |
$212K - $245K
|
1.1K
$291K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.09KNew |
$212K - $245K
|
1.09K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.05KNew |
$203K - $235K
|
1.05K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.02KNew |
$197K - $228K
|
1.02K
$271K
|