Purchases and Sales Made in Q3 2025 in Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
29.2M+ 181412.94% |
N/A
|
29.3M
$7.78B
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.65M+ 4202614.5% |
N/A
|
7.65M
$2.03B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.85M+ 82.29% |
N/A
|
10.7M
$2.86B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.56M+ 58.24% |
N/A
|
4.24M
$1.13B
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
925KNew |
N/A
|
925K
$246M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
652K+ 127.46% |
N/A
|
1.16M
$310M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
644K+ 31.62% |
N/A
|
2.68M
$713M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
547KNew |
N/A
|
547K
$146M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
533K+ 28.4% |
N/A
|
2.41M
$641M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433K+ 77.01% |
N/A
|
994K
$265M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
422K+ 77.71% |
N/A
|
966K
$257M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
398K+ 110.84% |
N/A
|
757K
$201M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
345K+ 74.66% |
N/A
|
808K
$215M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
270K+ 91.25% |
N/A
|
565K
$150M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
262K+ 3.99% |
N/A
|
6.83M
$1.82B
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
250K+ 914.88% |
N/A
|
278K
$73.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
190K+ 53.9% |
N/A
|
543K
$144M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
187K+ 73.02% |
N/A
|
443K
$118M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
179K+ 107.95% |
N/A
|
345K
$91.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
178K+ 614.73% |
N/A
|
207K
$55.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
170KNew |
N/A
|
170K
$45.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
170K+ 89.07% |
N/A
|
361K
$96.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
167K+ 9135.54% |
N/A
|
169K
$44.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 33.63% |
N/A
|
539K
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
125K+ 78.83% |
N/A
|
284K
$75.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
120KNew |
N/A
|
120K
$31.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
92.5K+ 395.14% |
N/A
|
116K
$30.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.6K+ 25.04% |
N/A
|
422K
$112M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82.5K+ 56.59% |
N/A
|
228K
$60.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.7K+ 4.01% |
N/A
|
2.07M
$550M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.7K+ 22.87% |
N/A
|
423K
$112M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
77.9K+ 220.45% |
N/A
|
113K
$30.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
74.7KNew |
N/A
|
74.7K
$19.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
72.9KNew |
N/A
|
72.9K
$19.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.1K+ 90.2% |
N/A
|
144K
$38.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.1K+ 32.54% |
N/A
|
273K
$72.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62.2K+ 71.96% |
N/A
|
149K
$39.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.3K+ 9.1% |
N/A
|
735K
$196M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
60.1K+ 53.72% |
N/A
|
172K
$45.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.8K+ 35.96% |
N/A
|
196K
$52.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.1K+ 86.52% |
N/A
|
110K
$29.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
50.7K+ 53.73% |
N/A
|
145K
$38.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46.5KNew |
N/A
|
46.5K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
46.5K+ 1670.19% |
N/A
|
49.3K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
45K+ 66.62% |
N/A
|
113K
$30M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
40.1K+ 92.07% |
N/A
|
83.6K
$22.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
40K+ 80.95% |
N/A
|
89.5K
$23.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
39.7K+ 155.9% |
N/A
|
65.1K
$17.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
38.6K+ 76.29% |
N/A
|
89.2K
$23.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
38K+ 87.38% |
N/A
|
81.6K
$21.7M
|
|