Purchases and Sales Made in Q4 2022 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
351KNew |
$21M - $23.9M
|
351K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
194KNew |
$11.6M - $13.2M
|
194K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
113K+ 1179.7% |
$6.76M - $7.71M
|
123K
$12.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
97.4KNew |
$5.82M - $6.63M
|
97.4K
$9.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.8K+ 98.99% |
$4.59M - $5.23M
|
154K
$15.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
73.6KNew |
$4.4M - $5.01M
|
73.6K
$7.29M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
60KNew |
$3.58M - $4.09M
|
60K
$5.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.6K+ 70.75% |
$3.08M - $3.51M
|
124K
$12.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.8KNew |
$2.79M - $3.19M
|
46.8K
$4.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
39.5KNew |
$2.36M - $2.69M
|
39.5K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.2K+ 55.67% |
$2.28M - $2.6M
|
107K
$10.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.5K+ 34.2% |
$1.94M - $2.22M
|
128K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29K+ 4447.17% |
$1.73M - $1.98M
|
29.7K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26K+ 29.4% |
$1.55M - $1.77M
|
114K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.1KNew |
$1.44M - $1.64M
|
24.1K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
23K+ 29.13% |
$1.38M - $1.57M
|
102K
$10.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 13.03% |
$1.37M - $1.56M
|
199K
$19.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.9K+ 37.07% |
$1.37M - $1.56M
|
84.6K
$8.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
22.8K+ 18.11% |
$1.36M - $1.55M
|
149K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
19.1K+ 107.96% |
$1.14M - $1.3M
|
36.8K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
16.3KNew |
$972K - $1.11M
|
16.3K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16K+ 19.78% |
$955K - $1.09M
|
96.9K
$9.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.9K+ 45.48% |
$832K - $949K
|
44.6K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.8K+ 24.17% |
$823K - $939K
|
70.8K
$7.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
12.6K+ 253.65% |
$751K - $856K
|
17.5K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
11.5K+ 21.28% |
$689K - $786K
|
65.7K
$6.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.4KNew |
$680K - $775K
|
11.4K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7K+ 12.6% |
$639K - $729K
|
95.6K
$9.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.1KNew |
$604K - $689K
|
10.1K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
10K+ 81.04% |
$600K - $684K
|
22.4K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9.71KNew |
$580K - $661K
|
9.71K
$962K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.2K+ 35.72% |
$430K - $490K
|
27.3K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.19K+ 11.45% |
$429K - $489K
|
69.9K
$6.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.38K+ 9.25% |
$381K - $434K
|
75.3K
$7.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.31KNew |
$377K - $430K
|
6.31K
$626K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.08KNew |
$363K - $414K
|
6.08K
$602K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.03KNew |
$301K - $343K
|
5.03K
$499K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.95K+ 22.32% |
$296K - $337K
|
27.1K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.64KNew |
$277K - $316K
|
4.64K
$460K
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
4.61KNew |
$275K - $314K
|
4.61K
$457K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.56K+ 2.59% |
$272K - $310K
|
181K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.92KNew |
$234K - $267K
|
3.92K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.78KNew |
$226K - $257K
|
3.78K
$374K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$217K - $248K
|
3.64K
$360K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.36KNew |
$200K - $229K
|
3.36K
$332K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$199K - $227K
|
3.34K
$331K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.31KNew |
$197K - $225K
|
3.31K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.22KNew |
$192K - $219K
|
3.22K
$319K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.18KNew |
$190K - $216K
|
3.18K
$315K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
3.16KNew |
$189K - $216K
|
3.16K
$313K
|