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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.33K+ 2.96% |
$320K - $350K
|
116K
$11.9M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 4.14% |
$319K - $348K
|
83.5K
$8.58M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.27K+ 2.12% |
$315K - $344K
|
157K
$16.2M
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.22KNew |
$309K - $338K
|
3.22K
$331K
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.04K+ 13.03% |
$292K - $319K
|
26.3K
$2.71M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.95KNew |
$284K - $310K
|
2.95K
$303K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.8KNew |
$269K - $294K
|
2.8K
$288K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.61KNew |
$251K - $274K
|
2.61K
$268K
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.5KNew |
$241K - $263K
|
2.5K
$257K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.4KNew |
$231K - $252K
|
2.4K
$247K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.12K+ 15.49% |
$204K - $223K
|
15.8K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.1KNew |
$202K - $221K
|
2.1K
$216K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $219K
|
2.08K
$214K
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.78K+ 2.22% |
$171K - $187K
|
82.1K
$8.44M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.76K+ 228.02% |
$169K - $185K
|
2.53K
$260K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.71K+ 1.91% |
$165K - $180K
|
91.1K
$9.37M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.43K+ 17.1% |
$138K - $150K
|
9.79K
$1.01M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.31K+ 2.22% |
$126K - $138K
|
60.3K
$6.2M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.28K+ 17.27% |
$123K - $135K
|
8.7K
$895K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.22K+ 17.7% |
$117K - $128K
|
8.11K
$834K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14K+ 0.42% |
$110K - $120K
|
275K
$28.3M
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.14K+ 3.97% |
$110K - $120K
|
29.9K
$3.08M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1KNew |
$105K - $115K
|
1.1K
$113K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
963New |
$92.6K - $101K
|
963
$99K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
960+ 15.53% |
$92.4K - $101K
|
7.14K
$734K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
890+ 29.38% |
$85.6K - $93.6K
|
3.92K
$403K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
809+ 1.67% |
$77.8K - $85K
|
49.2K
$5.06M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
780+ 0.25% |
$75K - $82K
|
317K
$32.6M
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
721+ 12.27% |
$69.4K - $75.8K
|
6.6K
$678K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
717+ 22.6% |
$69K - $75.4K
|
3.89K
$400K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
687+ 7.42% |
$66.1K - $72.2K
|
9.94K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
654+ 11.66% |
$62.9K - $68.7K
|
6.26K
$644K
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
653+ 5.04% |
$62.8K - $68.6K
|
13.6K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
650+ 0.23% |
$62.5K - $68.3K
|
283K
$29.1M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
636New |
$61.2K - $66.9K
|
636
$65.4K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
623+ 1.42% |
$59.9K - $65.5K
|
44.4K
$4.57M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
618+ 29.88% |
$59.5K - $65K
|
2.69K
$276K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
613+ 5.22% |
$59K - $64.4K
|
12.4K
$1.27M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
553+ 18.15% |
$53.2K - $58.1K
|
3.6K
$370K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
551+ 2.06% |
$53K - $57.9K
|
27.3K
$2.81M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
367+ 0.75% |
$35.3K - $38.6K
|
49.1K
$5.05M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
308+ 3.99% |
$29.6K - $32.4K
|
8.02K
$825K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
289New |
$27.8K - $30.4K
|
289
$29.7K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
250+ 9.21% |
$24.1K - $26.3K
|
2.96K
$305K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250New |
$24.1K - $26.3K
|
250
$25.7K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
250+ 1.42% |
$24.1K - $26.3K
|
17.8K
$1.83M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
237+ 0.99% |
$22.8K - $24.9K
|
24.2K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
224+ 5.66% |
$21.5K - $23.5K
|
4.18K
$430K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
213+ 14.51% |
$20.5K - $22.4K
|
1.68K
$173K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
207+ 1.31% |
$19.9K - $21.8K
|
16K
$1.65M
|