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 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.13K+ 28.91% |
$187K - $213K
|
13.9K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61KNew |
$156K - $178K
|
2.61K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.41K+ 40083.33% |
$144K - $164K
|
2.41K
$239K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 5.76% |
$136K - $155K
|
41.9K
$4.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.9K+ 1.73% |
$114K - $129K
|
111K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.64K+ 121.66% |
$98K - $112K
|
2.99K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.58K+ 134.78% |
$94.4K - $108K
|
2.75K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.52K+ 42.17% |
$90.7K - $103K
|
5.12K
$507K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1.5K+ 750.5% |
$89.7K - $102K
|
1.7K
$169K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.34K+ 3.34% |
$79.8K - $91K
|
41.3K
$4.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.27KNew |
$76.1K - $86.8K
|
1.27K
$126K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
932+ 175.85% |
$55.7K - $63.5K
|
1.46K
$145K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
732+ 0.52% |
$43.7K - $49.9K
|
142K
$14.1M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
700+ 6.13% |
$41.8K - $47.7K
|
12.1K
$1.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
504New |
$30.1K - $34.3K
|
504
$49.9K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
503+ 1.73% |
$30K - $34.3K
|
29.6K
$2.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
491+ 0.41% |
$29.3K - $33.4K
|
119K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
467+ 5.29% |
$27.9K - $31.8K
|
9.3K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
464+ 1.77% |
$27.7K - $31.6K
|
26.6K
$2.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
408New |
$24.4K - $27.8K
|
408
$40.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
351New |
$21K - $23.9K
|
351
$34.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346New |
$20.7K - $23.6K
|
346
$34.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
283+ 3.93% |
$16.9K - $19.3K
|
7.49K
$742K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
250New |
$14.9K - $17K
|
250
$24.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$9.26K - $10.6K
|
155
$15.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
138+ 1.97% |
$8.24K - $9.4K
|
7.13K
$707K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
134+ 0.77% |
$8K - $9.13K
|
17.5K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
109+ 0.25% |
$6.51K - $7.42K
|
44.4K
$4.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
80New |
$4.78K - $5.45K
|
80
$7.93K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.43% |
$2.99K - $3.41K
|
11.6K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44+ 0.34% |
$2.63K - $3K
|
13K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
41+ 0.38% |
$2.45K - $2.79K
|
10.8K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.03% |
$657 - $749
|
39.9K
$3.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.39% |
$538 - $613
|
2.33K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$418 - $477
|
7
$694
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.79% |
$299 - $341
|
636
$63K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.68% |
$299 - $341
|
742
$73.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.01% |
$239 - $272
|
54.8K
$5.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3- 0.01% |
$179 - $204
|
33.3K
$3.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-30- 0.58% |
$1.79K - $2.04K
|
5.13K
$508K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-32- 0.49% |
$1.91K - $2.18K
|
6.48K
$642K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33- 0.18% |
$1.97K - $2.25K
|
18.2K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-60- 20.55% |
$3.58K - $4.09K
|
232
$23K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-78- 2.26% |
$4.66K - $5.31K
|
3.37K
$334K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-82- 5.14% |
$4.9K - $5.59K
|
1.51K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-90- 1.61% |
$5.38K - $6.13K
|
5.51K
$546K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-104- 1.11% |
$6.21K - $7.08K
|
9.31K
$922K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-131- 1.15% |
$7.82K - $8.92K
|
11.3K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-155- 1.01% |
$9.26K - $10.6K
|
15.2K
$1.51M
|