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 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-353- 6.14% |
$34K - $37.1K
|
5.4K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-356- 6.59% |
$34.2K - $37.4K
|
5.05K
$519K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-410- 5.74% |
$39.4K - $43.1K
|
6.73K
$692K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-449- 1.16% |
$43.2K - $47.2K
|
38.4K
$3.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 2.48% |
$48.1K - $52.6K
|
19.7K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-506- 1.39% |
$48.7K - $53.2K
|
36K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-519- 6.52% |
$49.9K - $54.6K
|
7.45K
$766K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-528- 13.52% |
$50.8K - $55.5K
|
3.38K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-566- 4.35% |
$54.4K - $59.5K
|
12.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-571- 4.56% |
$54.9K - $60K
|
11.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-595- 0.19% |
$57.2K - $62.5K
|
316K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-599- 0.59% |
$57.6K - $63K
|
101K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-605- 14.04% |
$58.2K - $63.6K
|
3.71K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-611- 3.1% |
$58.8K - $64.2K
|
19.1K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-659- 7.16% |
$63.4K - $69.3K
|
8.54K
$878K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-660- 4.39% |
$63.5K - $69.4K
|
14.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-756- 4.8% |
$72.7K - $79.5K
|
15K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-772- 26.63% |
$74.3K - $81.2K
|
2.13K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-781- 3.82% |
$75.1K - $82.1K
|
19.7K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-785- 15.64% |
$75.5K - $82.5K
|
4.24K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-794- 24.56% |
$76.4K - $83.5K
|
2.44K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-800- 6.78% |
$77K - $84.1K
|
11K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-844- 5.51% |
$81.2K - $88.7K
|
14.5K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-879- 2.05% |
$84.6K - $92.4K
|
41.9K
$4.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-881- 0.74% |
$84.8K - $92.6K
|
119K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-927- 1.79% |
$89.2K - $97.4K
|
50.9K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-928- 33.43% |
$89.3K - $97.6K
|
1.85K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 2.57% |
$102K - $112K
|
40.4K
$4.15M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 8.56% |
$106K - $115K
|
11.7K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.11K- 9.6% |
$107K - $117K
|
10.5K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.21K- 13.96% |
$116K - $127K
|
7.44K
$765K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 20.39% |
$132K - $145K
|
5.37K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 12.15% |
$144K - $157K
|
10.8K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 24.07% |
$150K - $164K
|
4.93K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.61K- 1.22% |
$155K - $170K
|
131K
$13.5M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 3.53% |
$155K - $170K
|
44.1K
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.62K- 41.93% |
$155K - $170K
|
2.24K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.19K- 19.5% |
$211K - $230K
|
9.04K
$930K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.2K- 15.2% |
$212K - $231K
|
12.3K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 20.7% |
$221K - $241K
|
8.8K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.31K- 51.16% |
$223K - $243K
|
2.21K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.35K- 68.99% |
$226K - $247K
|
1.06K
$109K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.39K- 3.33% |
$230K - $251K
|
69.3K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.73K- 29.28% |
$262K - $286K
|
6.58K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.15K- 7.4% |
$303K - $332K
|
39.5K
$4.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-3.24KClosed |
$312K - $341K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.27K- 2.76% |
$315K - $344K
|
115K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.51K- 4.29% |
$337K - $369K
|
78.2K
$8.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.87K- 89.72% |
$373K - $407K
|
444
$45.7K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.88K- 14.19% |
$373K - $408K
|
23.5K
$2.41M
|