Purchases and Sales Made in Q1 2023 in Ishares S&P 100 ETF (OEF)

OEF Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES S&P 100 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.36K
+ 15.98%
$398K - $441K
17.1K $4.55M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.21K
+ 2.39%
$374K - $414K
95K $25.3M
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
2.15K
+ 29.82%
$363K - $402K
9.36K $2.49M
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
2.14K
New
$361K - $400K
2.14K $569K
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
2.12K
+ 1135.83%
$358K - $397K
2.31K $615K
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
2.11K
New
$356K - $395K
2.11K $562K
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
2.1K
New
$354K - $392K
2.1K $558K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.05K
+ 22.2%
$346K - $383K
11.3K $3M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
2K
New
$337K - $374K
2K $532K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
1.93K
New
$326K - $361K
1.93K $514K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.86K
+ 4.19%
$314K - $348K
46.3K $12.3M
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
1.82K
New
$308K - $341K
1.82K $485K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
1.75K
New
$295K - $327K
1.75K $464K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
1.66K
+ 4.84%
$280K - $311K
36K $9.58M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.64K
New
$276K - $306K
1.64K $435K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.6K
+ 74.52%
$270K - $299K
3.75K $997K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.54K
New
$260K - $288K
1.54K $410K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
1.49K
+ 37.86%
$251K - $278K
5.41K $1.44M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.41K
New
$237K - $263K
1.41K $374K
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.38K
New
$233K - $258K
1.38K $368K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.32K
+ 16.68%
$223K - $247K
9.23K $2.45M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.31K
New
$220K - $244K
1.31K $347K
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
1.3K
New
$219K - $243K
1.3K $346K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.29K
+ 16.14%
$218K - $241K
9.29K $2.47M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.27K
+ 3.65%
$215K - $238K
36.1K $9.6M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
1.27K
New
$214K - $238K
1.27K $338K
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.26K
New
$213K - $236K
1.26K $335K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.26K
New
$213K - $236K
1.26K $335K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
1.26K
New
$212K - $235K
1.26K $334K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
1.25K
New
$211K - $234K
1.25K $332K
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
1.23K
New
$207K - $229K
1.23K $326K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
1.18K
New
$199K - $221K
1.18K $314K
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
1.17K
New
$197K - $218K
1.17K $310K
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.15K
New
$194K - $215K
1.15K $306K
May 10, 2023 Q1 2023
Daniels&Tansey,Llp

BUY
 -
1.12K
New
$188K - $209K
1.12K $297K
Apr 17, 2023 Q1 2023
Optas, LLC

BUY
 -
1.11K
New
$187K - $208K
1.11K $295K
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
1.09K
New
$184K - $204K
1.09K $291K
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

BUY
 -
1.07K
New
$181K - $201K
1.07K $286K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
1.07K
New
$181K - $200K
1.07K $285K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
1.05K
+ 13.84%
$176K - $195K
8.59K $2.29M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
1.04K
+ 7.79%
$176K - $195K
14.4K $3.84M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1.02K
+ 4241.67%
$172K - $190K
1.04K $277K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
961
+ 16.49%
$162K - $180K
6.79K $1.81M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
954
+ 60.49%
$161K - $178K
2.53K $673K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
850
New
$143K - $159K
850 $226K
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
825
+ 5.18%
$139K - $154K
16.8K $4.46M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
758
+ 10.86%
$128K - $142K
7.74K $2.06M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
702
+ 1.99%
$118K - $131K
36K $9.58M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
676
+ 25.09%
$114K - $126K
3.37K $897K

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