Purchases and Sales Made in Q3 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q3 2024. 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 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
121+ 0.93% |
$10.8K - $12.2K
|
13.1K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
115+ 15.73% |
$10.3K - $11.6K
|
846
$87.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 0.46% |
$7.71K - $8.67K
|
18.8K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82+ 141.38% |
$7.35K - $8.27K
|
140
$14.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
69+ 1.21% |
$6.18K - $6.96K
|
5.75K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59+ 0.02% |
$5.29K - $5.95K
|
288K
$29.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
57+ 0.67% |
$5.11K - $5.75K
|
8.62K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
51+ 5100.0% |
$4.57K - $5.14K
|
52
$5.39K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 0.24% |
$3.32K - $3.73K
|
15.7K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30+ 0.21% |
$2.69K - $3.02K
|
14K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28+ 0.38% |
$2.51K - $2.82K
|
7.34K
$761K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
23+ 0.75% |
$2.06K - $2.32K
|
3.1K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 1.3% |
$1.79K - $2.02K
|
1.56K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$269 - $302
|
3
$311
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 30.0% |
$269 - $302
|
13
$1.35K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.32% |
$89.6 - $101
|
316
$32.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2- -0.0% |
$179 - $202
|
82.4K
$8.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2- -0.0% |
$179 - $202
|
123K
$12.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6- 0.05% |
$538 - $605
|
12.8K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.23% |
$896 - $1.01K
|
4.34K
$450K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10- 0.16% |
$896 - $1.01K
|
6.11K
$633K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-20- 1.66% |
$1.79K - $2.02K
|
1.18K
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-40- 0.44% |
$3.59K - $4.03K
|
9K
$933K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-55- 0.11% |
$4.93K - $5.55K
|
51.4K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-57- 1.64% |
$5.11K - $5.75K
|
3.42K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-68- 2.99% |
$6.09K - $6.86K
|
2.2K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-75- 0.32% |
$6.72K - $7.56K
|
23.6K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-76- 0.7% |
$6.81K - $7.66K
|
10.8K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-77- 0.66% |
$6.9K - $7.76K
|
11.6K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-92- 2.26% |
$8.25K - $9.28K
|
3.99K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-92- 1.09% |
$8.25K - $9.28K
|
8.32K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-96- 4.16% |
$8.6K - $9.68K
|
2.21K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 2.8% |
$8.96K - $10.1K
|
3.47K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-103- 2.09% |
$9.23K - $10.4K
|
4.83K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-120- 0.3% |
$10.8K - $12.1K
|
39.4K
$4.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-141- 7.86% |
$12.6K - $14.2K
|
1.65K
$172K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-146- 0.54% |
$13.1K - $14.7K
|
26.7K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-181- 8.21% |
$16.2K - $18.3K
|
2.02K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 6.06% |
$17.9K - $20.2K
|
3.1K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-240- 0.34% |
$21.5K - $24.2K
|
71.3K
$7.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.86% |
$22.4K - $25.2K
|
8.5K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 4.88% |
$26.9K - $30.2K
|
5.85K
$607K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-349- 2.72% |
$31.3K - $35.2K
|
12.5K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-369- 0.23% |
$33.1K - $37.2K
|
163K
$17M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-374- 3.08% |
$33.5K - $37.7K
|
11.8K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-379- 0.87% |
$34K - $38.2K
|
43.1K
$4.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-382- 3.81% |
$34.2K - $38.5K
|
9.64K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-382- 0.05% |
$34.2K - $38.5K
|
723K
$74.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-426- 12.27% |
$38.2K - $43K
|
3.05K
$316K
|