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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
204New |
$19.6K - $21.4K
|
204
$21K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
186New |
$17.9K - $19.6K
|
186
$19.1K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
178New |
$17.1K - $18.7K
|
178
$18.3K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
156New |
$15K - $16.4K
|
156
$16K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
156New |
$15K - $16.4K
|
156
$16K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 0.72% |
$14.4K - $15.8K
|
21.1K
$2.17M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
144+ 11.29% |
$13.9K - $15.1K
|
1.42K
$146K
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
100+ 0.39% |
$9.62K - $10.5K
|
26K
$2.68M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
86New |
$8.27K - $9.04K
|
86
$8.84K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
80+ 1.02% |
$7.7K - $8.41K
|
7.9K
$813K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
79+ 0.61% |
$7.6K - $8.3K
|
13.1K
$1.34M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 2.33% |
$6.64K - $7.25K
|
3.03K
$312K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
51New |
$4.91K - $5.36K
|
51
$5.24K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41+ 0.35% |
$3.94K - $4.31K
|
11.6K
$1.19M
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 1.25% |
$2.6K - $2.84K
|
2.19K
$225K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
22New |
$2.12K - $2.31K
|
22
$2.26K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 0.06% |
$1.15K - $1.26K
|
18.7K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$1.15K - $1.26K
|
12
$1.23K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.32% |
$1.06K - $1.16K
|
3.5K
$359K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$962 - $1.05K
|
10
$1.03K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.04% |
$96.2 - $105
|
2.25K
$231K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.07% |
$96.2 - $105
|
1.41K
$145K
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
1+ 0.04% |
$96.2 - $105
|
2.68K
$276K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.16K
|
119K
$12.2M
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-15- 0.03% |
$1.44K - $1.58K
|
45.6K
$4.69M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18- 0.05% |
$1.73K - $1.89K
|
39.3K
$4.04M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22- 0.21% |
$2.12K - $2.31K
|
10.5K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-26- 0.49% |
$2.5K - $2.73K
|
5.29K
$544K
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-38- 23.31% |
$3.66K - $3.99K
|
125
$12.9K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-44- 42.31% |
$4.23K - $4.63K
|
60
$6.17K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 1.5% |
$4.81K - $5.26K
|
3.29K
$338K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-80- 2.27% |
$7.7K - $8.41K
|
3.45K
$355K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-82- 58.57% |
$7.89K - $8.62K
|
58
$5.96K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-91- 0.85% |
$8.75K - $9.57K
|
10.6K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-100- 2.99% |
$9.62K - $10.5K
|
3.25K
$334K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-127- 0.54% |
$12.2K - $13.4K
|
23.3K
$2.39M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-132- 2.16% |
$12.7K - $13.9K
|
5.98K
$615K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 24.44% |
$13.7K - $14.9K
|
439
$45.1K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-147- 0.54% |
$14.1K - $15.5K
|
27K
$2.77M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-153- 4.41% |
$14.7K - $16.1K
|
3.32K
$341K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-170- 1.88% |
$16.4K - $17.9K
|
8.85K
$910K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-173- 5.32% |
$16.6K - $18.2K
|
3.08K
$317K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-194- 1.94% |
$18.7K - $20.4K
|
9.78K
$1.01M
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-198Closed |
$19K - $20.8K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-215- 8.39% |
$20.7K - $22.6K
|
2.35K
$241K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-240- 5.31% |
$23.1K - $25.2K
|
4.28K
$440K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-240- 8.04% |
$23.1K - $25.2K
|
2.75K
$282K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-290- 8.76% |
$27.9K - $30.5K
|
3.02K
$310K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-306- 7.69% |
$29.4K - $32.2K
|
3.67K
$378K
|