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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.02KNew |
$223K - $252K
|
1.02K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
962New |
$211K - $239K
|
962
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
890New |
$196K - $221K
|
890
$237K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
870New |
$191K - $216K
|
870
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
870New |
$191K - $216K
|
870
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
822New |
$181K - $204K
|
822
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
821New |
$180K - $204K
|
821
$218K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
820New |
$180K - $203K
|
820
$218K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
812New |
$178K - $201K
|
812
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
744+ 5.2% |
$164K - $184K
|
15.1K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
515+ 144.66% |
$113K - $128K
|
871
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
450+ 47.77% |
$98.9K - $112K
|
1.39K
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
450New |
$98.9K - $112K
|
450
$120K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
300New |
$65.9K - $74.4K
|
300
$79.8K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
294New |
$64.6K - $72.9K
|
294
$78.2K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
270+ 17.45% |
$59.3K - $67K
|
1.82K
$483K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
198New |
$43.5K - $49.1K
|
198
$52.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
155New |
$34.1K - $38.4K
|
155
$41.2K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
148New |
$32.5K - $36.7K
|
148
$39.4K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
138+ 164.29% |
$30.3K - $34.2K
|
222
$59.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
99+ 12.13% |
$21.8K - $24.6K
|
915
$243K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
82New |
$18K - $20.3K
|
82
$21.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
54New |
$11.9K - $13.4K
|
54
$14.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
45New |
$9.89K - $11.2K
|
45
$12K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
35New |
$7.69K - $8.68K
|
35
$9.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
35+ 24.31% |
$7.69K - $8.68K
|
179
$47.6K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
22New |
$4.84K - $5.46K
|
22
$5.85K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
21New |
$4.62K - $5.21K
|
21
$5.59K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
17New |
$3.74K - $4.22K
|
17
$4.52K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13New |
$2.86K - $3.22K
|
13
$3.46K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10New |
$2.2K - $2.48K
|
10
$2.66K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9New |
$1.98K - $2.23K
|
9
$2.39K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8New |
$1.76K - $1.98K
|
8
$2.13K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3New |
$659 - $744
|
3
$798
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.03% |
$220 - $248
|
3.69K
$981K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$220 - $248
|
3.63K
$966K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
115KNew |
$22.3M - $25.8M
|
115K
$30.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
88.7KNew |
$17.2M - $19.9M
|
88.7K
$23.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
59.5KNew |
$11.5M - $13.3M
|
59.5K
$15.8M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
28.2KNew |
$5.47M - $6.33M
|
28.2K
$7.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.4KNew |
$5.12M - $5.92M
|
26.4K
$7.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
25KNew |
$4.83M - $5.59M
|
25K
$6.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
23.8KNew |
$4.62M - $5.34M
|
23.8K
$6.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
19.5KNew |
$3.77M - $4.36M
|
19.5K
$5.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
15KNew |
$2.91M - $3.37M
|
15K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15KNew |
$2.91M - $3.37M
|
15K
$3.99M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.6KNew |
$2.64M - $3.06M
|
13.6K
$3.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
12.1KNew |
$2.35M - $2.71M
|
12.1K
$3.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$2.2M - $2.55M
|
11.4K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.3KNew |
$2.2M - $2.54M
|
11.3K
$3.02M
|
|