Purchases and Sales Made in Q4 2021 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.05MNew |
$74.3M - $82.3M
|
1.05M
$104M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
668K+ 154.26% |
$47.5M - $52.6M
|
1.1M
$109M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
339K+ 1.35% |
$24.1M - $26.7M
|
25.4M
$2.52B
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125K+ 7.62% |
$8.91M - $9.87M
|
1.77M
$176M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
116K+ 2596.72% |
$8.27M - $9.16M
|
121K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
106KNew |
$7.52M - $8.33M
|
106K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
103KNew |
$7.28M - $8.07M
|
103K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
75K+ 29.27% |
$5.33M - $5.9M
|
331K
$32.9M
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
59.8KNew |
$4.25M - $4.7M
|
59.8K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.8K+ 33.92% |
$4.11M - $4.55M
|
228K
$22.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50K+ 151.57% |
$3.55M - $3.93M
|
83K
$8.24M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
27.5KNew |
$1.96M - $2.16M
|
27.5K
$2.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
26.5KNew |
$1.89M - $2.09M
|
26.5K
$2.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25.8K+ 87.71% |
$1.83M - $2.03M
|
55.3K
$5.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
25.7KNew |
$1.82M - $2.02M
|
25.7K
$2.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.4KNew |
$1.59M - $1.76M
|
22.4K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 19.29% |
$1.5M - $1.66M
|
131K
$13M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
16.1KNew |
$1.14M - $1.27M
|
16.1K
$1.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.8K+ 13.74% |
$1.12M - $1.24M
|
131K
$13M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.6K+ 2.49% |
$963K - $1.07M
|
557K
$55.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.2K+ 11.29% |
$797K - $882K
|
111K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
10.5KNew |
$745K - $825K
|
10.5K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$719K - $796K
|
10.1K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.85K+ 74.08% |
$700K - $775K
|
23.1K
$2.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.55K+ 182.65% |
$678K - $751K
|
14.8K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.82KNew |
$627K - $694K
|
8.82K
$876K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.37KNew |
$523K - $580K
|
7.37K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$504K - $558K
|
7.1K
$704K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.86K+ 9.56% |
$487K - $539K
|
78.6K
$7.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.72K+ 150.18% |
$478K - $529K
|
11.2K
$1.11M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.96KNew |
$352K - $390K
|
4.96K
$492K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.75K+ 141.9% |
$337K - $373K
|
8.09K
$803K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.43KNew |
$314K - $348K
|
4.43K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$296K - $327K
|
4.16K
$413K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$284K - $315K
|
4K
$397K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.91KNew |
$278K - $308K
|
3.91K
$388K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.85K+ 678.52% |
$274K - $303K
|
4.42K
$439K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.74K+ 191.16% |
$266K - $294K
|
5.7K
$566K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.56K+ 21.8% |
$253K - $280K
|
19.9K
$1.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.5K+ 1.97% |
$248K - $275K
|
181K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$232K - $257K
|
3.27K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.26K+ 4.12% |
$232K - $257K
|
82.5K
$8.19M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.15KNew |
$224K - $248K
|
3.15K
$313K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.88KNew |
$204K - $226K
|
2.88K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84KNew |
$202K - $224K
|
2.84K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.72KNew |
$194K - $214K
|
2.72K
$270K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.71KNew |
$193K - $213K
|
2.71K
$269K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.68KNew |
$191K - $211K
|
2.68K
$266K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.68K+ 45.82% |
$190K - $210K
|
8.52K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.57KNew |
$183K - $202K
|
2.57K
$255K
|