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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9New |
N/A
|
9
$2.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5New |
N/A
|
5
$1.33K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5New |
N/A
|
5
$1.33K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
95.5K+ 7.22% |
$25.4M - $25.4M
|
1.42M
$377M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.51KNew |
$2M - $2M
|
7.51K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.68KNew |
$713K - $713K
|
2.68K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.56KNew |
$680K - $680K
|
2.56K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.39KNew |
$370K - $370K
|
1.39K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 11.29% |
$334K - $334K
|
12.4K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.06K+ 13.27% |
$282K - $282K
|
9.06K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
887New |
$236K - $236K
|
887
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
880New |
$234K - $234K
|
880
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
775New |
$206K - $206K
|
775
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
740New |
$197K - $197K
|
740
$197K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
676New |
$180K - $180K
|
676
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
553+ 32.28% |
$147K - $147K
|
2.27K
$603K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
523+ 22.81% |
$139K - $139K
|
2.82K
$749K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 1.79% |
$123K - $123K
|
26.3K
$7M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
332New |
$88.3K - $88.3K
|
332
$88.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
319+ 37.18% |
$84.9K - $84.9K
|
1.18K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
177New |
$47.1K - $47.1K
|
177
$47.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
100New |
$26.6K - $26.6K
|
100
$26.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87+ 96.67% |
$23.1K - $23.1K
|
177
$47.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
78New |
$20.8K - $20.8K
|
78
$20.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
75New |
$20K - $20K
|
75
$20K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 30.54% |
$16.5K - $16.5K
|
265
$70.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
52New |
$13.8K - $13.8K
|
52
$13.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
52New |
$13.8K - $13.8K
|
52
$13.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
48+ 5.07% |
$12.8K - $12.8K
|
995
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39+ 325.0% |
$10.4K - $10.4K
|
51
$13.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
39New |
$10.4K - $10.4K
|
39
$10.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
25New |
$6.65K - $6.65K
|
25
$6.65K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
25New |
$6.65K - $6.65K
|
25
$6.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
21+ 0.63% |
$5.59K - $5.59K
|
3.37K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
20New |
$5.32K - $5.32K
|
20
$5.32K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
14New |
$3.72K - $3.72K
|
14
$3.72K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
7+ 0.27% |
$1.86K - $1.86K
|
2.57K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6+ 0.3% |
$1.6K - $1.6K
|
2.01K
$536K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
5New |
$1.33K - $1.33K
|
5
$1.33K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 2.13% |
$266 - $266
|
48
$12.8K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
237KNew |
$55.6M - $63.1M
|
237K
$63.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
15.8KNew |
$3.7M - $4.19M
|
15.8K
$4.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12KNew |
$2.82M - $3.2M
|
12K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.2KNew |
$1.22M - $1.38M
|
5.2K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.8KNew |
$891K - $1.01M
|
3.8K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.8KNew |
$891K - $1.01M
|
3.8K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.97KNew |
$462K - $523K
|
1.97K
$523K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.39K+ 61.47% |
$326K - $370K
|
3.65K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.18KNew |
$276K - $313K
|
1.18K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.03KNew |
$241K - $273K
|
1.03K
$273K
|
|