Purchases and Sales Made in Q1 2025 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.09MNew |
$104M - $114M
|
1.09M
$99M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
111K+ 10.6% |
$10.6M - $11.6M
|
1.15M
$105M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.41KNew |
$521K - $569K
|
5.41K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.99KNew |
$480K - $525K
|
4.99K
$455K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.61KNew |
$443K - $484K
|
4.61K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.86KNew |
$372K - $406K
|
3.86K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $219K
|
2.08K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.14K+ 3.97% |
$110K - $120K
|
29.9K
$2.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1KNew |
$105K - $115K
|
1.1K
$99.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
721+ 12.27% |
$69.4K - $75.8K
|
6.6K
$601K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
367+ 0.75% |
$35.3K - $38.6K
|
49.1K
$4.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
308+ 3.99% |
$29.6K - $32.4K
|
8.02K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
289New |
$27.8K - $30.4K
|
289
$26.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
250+ 9.21% |
$24.1K - $26.3K
|
2.96K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
207+ 1.31% |
$19.9K - $21.8K
|
16K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
204New |
$19.6K - $21.4K
|
204
$18.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.32% |
$1.06K - $1.16K
|
3.5K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.16K
|
119K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-38- 23.31% |
$3.66K - $3.99K
|
125
$11.4K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-82- 58.57% |
$7.89K - $8.62K
|
58
$5.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-132- 2.16% |
$12.7K - $13.9K
|
5.98K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-147- 0.54% |
$14.1K - $15.5K
|
27K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-153- 4.41% |
$14.7K - $16.1K
|
3.32K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-240- 8.04% |
$23.1K - $25.2K
|
2.75K
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-240- 5.31% |
$23.1K - $25.2K
|
4.28K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-290- 8.76% |
$27.9K - $30.5K
|
3.02K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 2.48% |
$48.1K - $52.6K
|
19.7K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-528- 13.52% |
$50.8K - $55.5K
|
3.38K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-605- 14.04% |
$58.2K - $63.6K
|
3.71K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-611- 3.1% |
$58.8K - $64.2K
|
19.1K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-660- 4.39% |
$63.5K - $69.4K
|
14.4K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-772- 26.63% |
$74.3K - $81.2K
|
2.13K
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-881- 0.74% |
$84.8K - $92.6K
|
119K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-927- 1.79% |
$89.2K - $97.4K
|
50.9K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 2.57% |
$102K - $112K
|
40.4K
$3.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.21K- 13.96% |
$116K - $127K
|
7.44K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 24.07% |
$150K - $164K
|
4.93K
$449K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 3.53% |
$155K - $170K
|
44.1K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-3.24KClosed |
$312K - $341K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.63K- 55.86% |
$445K - $487K
|
3.66K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.38K- 4.15% |
$614K - $671K
|
147K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-11.4K- 71.56% |
$1.09M - $1.19M
|
4.51K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-50.8K- 23.92% |
$4.89M - $5.34M
|
162K
$14.7M
|