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 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
52New |
$13.8K - $13.8K
|
52
$13.8K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
50+ 135.14% |
$13.3K - $13.3K
|
87
$23.1K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$13.3K - $13.3K
|
50
$13.3K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
49+ 2.73% |
$13K - $13K
|
1.84K
$490K
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
48+ 5.07% |
$12.8K - $12.8K
|
995
$265K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
47New |
$12.5K - $12.5K
|
47
$12.5K
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
47+ 2.79% |
$12.5K - $12.5K
|
1.73K
$460K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 2.09% |
$12.5K - $12.5K
|
2.3K
$611K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
45New |
$12K - $12K
|
45
$12K
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
44+ 0.21% |
$11.7K - $11.7K
|
20.9K
$5.57M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.7% |
$11.7K - $11.7K
|
6.29K
$1.67M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 5.1% |
$10.9K - $10.9K
|
845
$225K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41+ 1.09% |
$10.9K - $10.9K
|
3.81K
$1.01M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
40+ 4.9% |
$10.6K - $10.6K
|
856
$228K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
40+ 2.7% |
$10.6K - $10.6K
|
1.52K
$404K
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39+ 325.0% |
$10.4K - $10.4K
|
51
$13.6K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39New |
$10.4K - $10.4K
|
39
$10.4K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
39+ 1.09% |
$10.4K - $10.4K
|
3.62K
$963K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
39New |
$10.4K - $10.4K
|
39
$10.4K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
38New |
$10.1K - $10.1K
|
38
$10.1K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
31+ 0.71% |
$8.25K - $8.25K
|
4.42K
$1.18M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
29+ 0.54% |
$7.71K - $7.71K
|
5.43K
$1.45M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.03% |
$6.92K - $6.92K
|
99.6K
$26.5M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
26+ 1.39% |
$6.92K - $6.92K
|
1.89K
$504K
|
|
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
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
24+ 0.05% |
$6.38K - $6.38K
|
50.3K
$13.4M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.72% |
$6.12K - $6.12K
|
3.21K
$853K
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
21+ 0.63% |
$5.59K - $5.59K
|
3.37K
$896K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
21+ 0.92% |
$5.59K - $5.59K
|
2.3K
$611K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
20+ 2.08% |
$5.32K - $5.32K
|
983
$262K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 1.91% |
$5.32K - $5.32K
|
1.07K
$284K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
19New |
$5.05K - $5.05K
|
19
$5.05K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
19+ 1.07% |
$5.05K - $5.05K
|
1.79K
$475K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18+ 1.19% |
$4.79K - $4.79K
|
1.53K
$406K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17+ 0.02% |
$4.52K - $4.52K
|
71.4K
$19M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14New |
$3.72K - $3.72K
|
14
$3.72K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 2.07% |
$3.72K - $3.72K
|
691
$184K
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
14New |
$3.72K - $3.72K
|
14
$3.72K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
12+ 0.49% |
$3.19K - $3.19K
|
2.46K
$655K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.25% |
$2.93K - $2.93K
|
4.48K
$1.19M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 0.51% |
$2.93K - $2.93K
|
2.18K
$580K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
10+ 0.14% |
$2.66K - $2.66K
|
7.19K
$1.91M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7+ 0.03% |
$1.86K - $1.86K
|
24.9K
$6.62M
|
|
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 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.29% |
$1.33K - $1.33K
|
1.74K
$464K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.61% |
$1.33K - $1.33K
|
825
$219K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
5New |
$1.33K - $1.33K
|
5
$1.33K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.07% |
$1.06K - $1.06K
|
5.88K
$1.56M
|