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
|
Comerica Bank
|
SELL
|
- |
-4.13K- 49.99% |
$397K - $434K
|
4.13K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-4.23K- 63.12% |
$407K - $445K
|
2.47K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.49K- 6.21% |
$432K - $472K
|
67.8K
$6.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.63K- 55.86% |
$445K - $487K
|
3.66K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.26K- 13.95% |
$506K - $553K
|
32.4K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.72K- 3.42% |
$550K - $601K
|
161K
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.87K- 12.1% |
$564K - $617K
|
42.6K
$4.38M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-5.87K- 27.46% |
$565K - $617K
|
15.5K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.38K- 4.15% |
$614K - $671K
|
147K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-6.73KClosed |
$648K - $708K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-7.26K- 40.88% |
$698K - $763K
|
10.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.69K- 10.25% |
$739K - $808K
|
67.3K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7.91K- 5.2% |
$760K - $831K
|
144K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-10.2K- 51.64% |
$979K - $1.07M
|
9.53K
$980K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-11.4K- 71.56% |
$1.09M - $1.19M
|
4.51K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9K- 16.0% |
$1.15M - $1.26M
|
62.7K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18K- 2.15% |
$1.73M - $1.89M
|
820K
$84.3M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-18.8K- 12.97% |
$1.81M - $1.98M
|
126K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-28.2K- 50.96% |
$2.71M - $2.96M
|
27.1K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.8K- 21.89% |
$2.97M - $3.24M
|
110K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-36.1K- 50.99% |
$3.47M - $3.79M
|
34.7K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.3K- 4.99% |
$4.55M - $4.97M
|
901K
$92.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-50.8K- 23.92% |
$4.89M - $5.34M
|
162K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-57K- 15.0% |
$5.48M - $5.99M
|
323K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60.6K- 25.63% |
$5.83M - $6.37M
|
176K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-184K- 98.06% |
$17.7M - $19.3M
|
3.65K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-311K- 82.14% |
$29.9M - $32.7M
|
67.5K
$6.95M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-331K- 10.06% |
$31.8M - $34.7M
|
2.96M
$304M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-525K- 91.14% |
$50.5M - $55.2M
|
51K
$5.25M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-676K- 99.36% |
$65.1M - $71.1M
|
4.38K
$450K
|