Purchases and Sales Made in Q1 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL 100 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
258New |
$20.4K - $23.1K
|
258
$26.8K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
257New |
$20.3K - $23K
|
257
$26.7K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
246+ 4.28% |
$19.5K - $22K
|
5.99K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
232+ 0.28% |
$18.4K - $20.8K
|
83.1K
$8.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
232New |
$18.4K - $20.8K
|
232
$24.1K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
213+ 2.96% |
$16.9K - $19.1K
|
7.41K
$768K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
204New |
$16.1K - $18.2K
|
204
$21.2K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
203New |
$16.1K - $18.2K
|
203
$21.1K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
200+ 1.66% |
$15.8K - $17.9K
|
12.2K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
181+ 1.43% |
$14.3K - $16.2K
|
12.8K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
155+ 2.48% |
$12.3K - $13.9K
|
6.4K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 1.97% |
$11.9K - $13.4K
|
7.76K
$805K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
139+ 2.55% |
$11K - $12.4K
|
5.6K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
126New |
$9.97K - $11.3K
|
126
$13.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122+ 7.42% |
$9.65K - $10.9K
|
1.77K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
100+ 3.19% |
$7.91K - $8.95K
|
3.23K
$335K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63New |
$4.99K - $5.64K
|
63
$6.53K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55New |
$4.35K - $4.92K
|
55
$5.7K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
42New |
$3.32K - $3.76K
|
42
$4.36K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$3.24K - $3.67K
|
41
$4.25K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
38New |
$3.01K - $3.4K
|
38
$3.94K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
25+ 0.46% |
$1.98K - $2.24K
|
5.51K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24+ 0.48% |
$1.9K - $2.15K
|
5.07K
$526K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
21+ 1.79% |
$1.66K - $1.88K
|
1.2K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21+ 0.07% |
$1.66K - $1.88K
|
31.2K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$158 - $179
|
11.7K
$1.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.77% |
$1.98K - $2.24K
|
3.23K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-29- 0.47% |
$2.29K - $2.59K
|
6.12K
$634K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-29- 0.06% |
$2.29K - $2.59K
|
52.3K
$5.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 13.99% |
$3.17K - $3.58K
|
246
$25.5K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 0.65% |
$4.51K - $5.1K
|
8.66K
$898K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-57- 2.09% |
$4.51K - $5.1K
|
2.67K
$277K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 2.31% |
$5.54K - $6.26K
|
2.96K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-70- 1.2% |
$5.54K - $6.26K
|
5.75K
$596K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-86- 0.78% |
$6.81K - $7.69K
|
10.9K
$1.13M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-93- 3.25% |
$7.36K - $8.32K
|
2.77K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-99- 14.47% |
$7.83K - $8.86K
|
585
$60.7K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-104- 2.91% |
$8.23K - $9.3K
|
3.47K
$360K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-111- 1.48% |
$8.78K - $9.93K
|
7.41K
$768K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-112- 1.52% |
$8.86K - $10K
|
7.28K
$754K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-113- 1.0% |
$8.94K - $10.1K
|
11.2K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-133- 5.16% |
$10.5K - $11.9K
|
2.45K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-133- 0.83% |
$10.5K - $11.9K
|
15.9K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-139- 11.76% |
$11K - $12.4K
|
1.04K
$108K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-150- 3.22% |
$11.9K - $13.4K
|
4.5K
$467K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-172- 1.5% |
$13.6K - $15.4K
|
11.3K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 15.25% |
$14.2K - $16.1K
|
1K
$104K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 3.25% |
$15.8K - $17.9K
|
5.95K
$617K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-204- 11.97% |
$16.1K - $18.2K
|
1.5K
$156K
|