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 |
---|---|---|---|---|---|---|---|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.56KNew |
$427K - $541K
|
2.56K
$681K
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.24KNew |
$374K - $474K
|
2.24K
$597K
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
1.53KNew |
$256K - $324K
|
1.53K
$408K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 154.58% |
$253K - $321K
|
2.5K
$665K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
817+ 33.73% |
$136K - $173K
|
3.24K
$862K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
659New |
$110K - $139K
|
659
$175K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
490New |
$81.8K - $103K
|
490
$130K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
465New |
$77.6K - $98.2K
|
465
$124K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
411New |
$68.6K - $86.8K
|
411
$109K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
300New |
$50.1K - $63.3K
|
300
$79.8K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300+ 22.3% |
$50.1K - $63.3K
|
1.65K
$438K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
245New |
$40.9K - $51.7K
|
245
$65.2K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
147New |
$24.5K - $31K
|
147
$39.1K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
127+ 249.02% |
$21.2K - $26.8K
|
178
$47.4K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
125New |
$20.9K - $26.4K
|
125
$33.3K
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
115New |
$19.2K - $24.3K
|
115
$30.6K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
93New |
$15.5K - $19.6K
|
93
$24.7K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
52New |
$8.68K - $11K
|
52
$13.8K
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
36New |
$6.01K - $7.6K
|
36
$9.58K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
22New |
$3.67K - $4.65K
|
22
$5.85K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.74% |
$334 - $422
|
272
$72.4K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
3.15MNew |
$601M - $698M
|
3.15M
$838M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
3.24KNew |
$619K - $719K
|
3.24K
$863K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$19.1K - $22.2K
|
100
$26.6K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.85% |
$191 - $222
|
55
$14.6K
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.37KNew |
$1.65M - $1.85M
|
8.37K
$2.23M
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
87New |
$17.1K - $19.2K
|
87
$23.1K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
44New |
$8.66K - $9.72K
|
44
$11.7K
|
|
Q3 2021 | |||||||
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
143KNew |
$28M - $29.8M
|
143K
$37.9M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23K+ 1143.78% |
$4.51M - $4.8M
|
25K
$6.65M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.6KNew |
$2.08M - $2.21M
|
10.6K
$2.82M
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.26KNew |
$247K - $262K
|
1.26K
$334K
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.26KNew |
$247K - $262K
|
1.26K
$334K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
153New |
$30K - $31.9K
|
153
$40.7K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
55New |
$10.8K - $11.5K
|
55
$14.6K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
35.1KNew |
$6.38M - $6.88M
|
35.1K
$9.33M
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
22.1K+ 19517.7% |
$4.01M - $4.33M
|
22.2K
$5.9M
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.3KNew |
$236K - $255K
|
1.3K
$345K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
77New |
$14K - $15.1K
|
77
$20.5K
|
|
Q1 2021 | |||||||
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
324New |
$54.9K - $58.5K
|
324
$86.2K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$50.8K - $54.1K
|
300
$79.8K
|
|
Q4 2020 | |||||||
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
CALL |
18.4KNew |
$2.77M - $3.16M
|
18.4K
$4.89M
|
|
Feb 01, 2021
Q4 2020
|
Hemington Wealth Management
|
BUY
|
- |
8.55KNew |
$1.29M - $1.47M
|
8.55K
$2.27M
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.63KNew |
$245K - $279K
|
1.63K
$433K
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
896New |
$135K - $154K
|
896
$238K
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
98New |
$14.8K - $16.8K
|
98
$26.1K
|
|
Feb 04, 2021
Q4 2020
|
Salomon & Ludwin, LLC
|
BUY
|
- |
84+ 3.86% |
$12.7K - $14.4K
|
2.26K
$601K
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.27% |
$151 - $172
|
376
$100K
|
|
Q3 2020 | |||||||
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
BUY
|
- |
1.32KNew |
$190K - $222K
|
1.32K
$351K
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
90New |
$12.9K - $15.1K
|
90
$23.9K
|