Purchases and Sales Made in Q3 2023 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.02K+ 8.81% |
$366K - $392K
|
61.9K
$6.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5K+ 9.8% |
$364K - $390K
|
56K
$5.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4.9K+ 4.51% |
$357K - $383K
|
114K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.76KNew |
$347K - $371K
|
4.76K
$489K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.7KNew |
$343K - $367K
|
4.7K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.65K+ 40.73% |
$339K - $363K
|
16.1K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.34K+ 4.17% |
$316K - $339K
|
108K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.15KNew |
$302K - $324K
|
4.15K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.54KNew |
$258K - $277K
|
3.54K
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.5K+ 100.0% |
$255K - $273K
|
7K
$720K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$230K - $246K
|
3.15K
$324K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.93K+ 92.28% |
$213K - $228K
|
6.1K
$627K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.82K+ 6.36% |
$206K - $220K
|
47.2K
$4.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.35K+ 2.91% |
$171K - $183K
|
82.9K
$8.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.97K+ 1.16% |
$144K - $154K
|
171K
$17.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.91K+ 1.29% |
$140K - $149K
|
150K
$15.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 4.79% |
$136K - $146K
|
40.9K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7K+ 35.33% |
$124K - $132K
|
6.5K
$668K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7K+ 35.33% |
$124K - $132K
|
6.5K
$668K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.64K+ 1.31% |
$120K - $128K
|
127K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.37K+ 110.1% |
$100K - $107K
|
2.62K
$269K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.26K+ 1.46% |
$91.8K - $98.3K
|
87.6K
$9.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.25K+ 1.91% |
$90.9K - $97.3K
|
66.4K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.12K+ 6.09% |
$81.9K - $87.7K
|
19.6K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.12K+ 15.34% |
$81.5K - $87.2K
|
8.4K
$864K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
739+ 17.39% |
$53.9K - $57.7K
|
4.99K
$513K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
645+ 70.8% |
$47K - $50.3K
|
1.56K
$160K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
638+ 23.51% |
$46.5K - $49.8K
|
3.35K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
624+ 20.63% |
$45.5K - $48.7K
|
3.65K
$375K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
607+ 3.34% |
$44.3K - $47.4K
|
18.8K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
593+ 2.14% |
$43.2K - $46.3K
|
28.3K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
584+ 4.88% |
$42.6K - $45.6K
|
12.6K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
571+ 2.19% |
$41.6K - $44.6K
|
26.6K
$2.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
558New |
$40.7K - $43.6K
|
558
$57.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
505+ 15.94% |
$36.8K - $39.4K
|
3.67K
$378K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
363+ 0.91% |
$26.5K - $28.3K
|
40.3K
$4.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
303+ 2.47% |
$22.1K - $23.6K
|
12.6K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
255+ 0.93% |
$18.6K - $19.9K
|
27.6K
$2.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
234+ 6.75% |
$17.1K - $18.3K
|
3.7K
$381K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
214+ 4.43% |
$15.6K - $16.7K
|
5.05K
$519K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 10.12% |
$12.4K - $13.3K
|
1.85K
$190K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
167+ 2.86% |
$12.2K - $13K
|
6.01K
$618K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
163+ 3.29% |
$11.9K - $12.7K
|
5.12K
$526K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
162+ 4.23% |
$11.8K - $12.6K
|
3.99K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116New |
$8.46K - $9.05K
|
116
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
106+ 2.54% |
$7.73K - $8.27K
|
4.28K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
99+ 1.69% |
$7.22K - $7.73K
|
5.97K
$614K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
91+ 0.82% |
$6.64K - $7.1K
|
11.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 0.77% |
$6.56K - $7.02K
|
11.7K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
89New |
$6.49K - $6.95K
|
89
$9.15K
|