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 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
740New |
$197K - $197K
|
740
$197K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
739New |
$197K - $197K
|
739
$197K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
734New |
$195K - $195K
|
734
$195K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
732+ 6.93% |
$195K - $195K
|
11.3K
$3M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
725New |
$193K - $193K
|
725
$193K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
708New |
$188K - $188K
|
708
$188K
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
704+ 26.45% |
$187K - $187K
|
3.37K
$895K
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
696+ 8.95% |
$185K - $185K
|
8.48K
$2.25M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
694New |
$185K - $185K
|
694
$185K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
676New |
$180K - $180K
|
676
$180K
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
672+ 1.98% |
$179K - $179K
|
34.7K
$9.23M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
651+ 1.41% |
$173K - $173K
|
46.7K
$12.4M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
640+ 3.01% |
$170K - $170K
|
21.9K
$5.82M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
633+ 36.8% |
$168K - $168K
|
2.35K
$626K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 51.68% |
$163K - $163K
|
1.8K
$479K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
607+ 3.17% |
$161K - $161K
|
19.8K
$5.26M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
605+ 1.97% |
$161K - $161K
|
31.3K
$8.33M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
592+ 10.99% |
$157K - $157K
|
5.98K
$1.59M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
573+ 88.02% |
$152K - $152K
|
1.22K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
568+ 6.58% |
$151K - $151K
|
9.2K
$2.45M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
561+ 20.8% |
$149K - $149K
|
3.26K
$867K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
558+ 2.42% |
$148K - $148K
|
23.6K
$6.28M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
553+ 32.28% |
$147K - $147K
|
2.27K
$603K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
550+ 1.11% |
$146K - $146K
|
50.1K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
544+ 1.67% |
$145K - $145K
|
33.1K
$8.8M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
538+ 222.31% |
$143K - $143K
|
780
$208K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
523+ 22.81% |
$139K - $139K
|
2.82K
$749K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
508+ 111.65% |
$135K - $135K
|
963
$256K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
501+ 2.25% |
$133K - $133K
|
22.8K
$6.07M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
496+ 2.31% |
$132K - $132K
|
22K
$5.85M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
495+ 1.71% |
$132K - $132K
|
29.5K
$7.83M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
494+ 12.72% |
$131K - $131K
|
4.38K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
485+ 9.28% |
$129K - $129K
|
5.71K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
465+ 24.88% |
$124K - $124K
|
2.33K
$621K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
463+ 1.79% |
$123K - $123K
|
26.3K
$7M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
442+ 13.01% |
$118K - $118K
|
3.84K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
433+ 14.61% |
$115K - $115K
|
3.4K
$904K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
424+ 35.22% |
$113K - $113K
|
1.63K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
404+ 28.02% |
$107K - $107K
|
1.85K
$491K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
385+ 1.13% |
$102K - $102K
|
34.4K
$9.16M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
374+ 0.71% |
$99.5K - $99.5K
|
52.8K
$14M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
352+ 4.45% |
$93.6K - $93.6K
|
8.27K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
351+ 3900.0% |
$93.4K - $93.4K
|
360
$95.8K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
350+ 8.36% |
$93.1K - $93.1K
|
4.54K
$1.21M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
349+ 43.09% |
$92.8K - $92.8K
|
1.16K
$308K
|
|
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
|
Crewe Advisors LLC
|
BUY
|
- |
325+ 53.45% |
$86.5K - $86.5K
|
933
$248K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
319+ 37.18% |
$84.9K - $84.9K
|
1.18K
$313K
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
314+ 25.2% |
$83.5K - $83.5K
|
1.56K
$415K
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
313+ 1.43% |
$83.3K - $83.3K
|
22.2K
$5.92M
|