Purchases and Sales Made in Q4 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
127K+ 13.84% |
$12.4M - $13.1M
|
1.04M
$107M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
63K+ 731.03% |
$6.14M - $6.52M
|
71.6K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61.1K+ 105.99% |
$5.95M - $6.32M
|
119K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
54KNew |
$5.27M - $5.59M
|
54K
$5.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48.7KNew |
$4.75M - $5.04M
|
48.7K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
47.6K+ 173.56% |
$4.64M - $4.92M
|
75K
$7.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
41.7K+ 88.07% |
$4.06M - $4.31M
|
89K
$9.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
21.3K+ 5.93% |
$2.07M - $2.2M
|
380K
$38.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.8K+ 26.12% |
$2.03M - $2.15M
|
100K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
17.7KNew |
$1.73M - $1.84M
|
17.7K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.6K+ 554.5% |
$1.13M - $1.2M
|
13.7K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.7K+ 285.35% |
$1.05M - $1.11M
|
14.5K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.5K+ 15.14% |
$925K - $982K
|
72.2K
$7.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.02KNew |
$879K - $933K
|
9.02K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.29KNew |
$808K - $857K
|
8.29K
$847K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.8KNew |
$760K - $807K
|
7.8K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.67KNew |
$748K - $794K
|
7.67K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.84K+ 2.56% |
$667K - $708K
|
274K
$28M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.62K+ 14.99% |
$548K - $581K
|
43.1K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.11KNew |
$498K - $528K
|
5.11K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5K+ 3.08% |
$487K - $517K
|
167K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.36K+ 19.18% |
$425K - $451K
|
27.1K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.69KNew |
$359K - $381K
|
3.69K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.51K+ 28.42% |
$342K - $363K
|
15.9K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.49KNew |
$340K - $361K
|
3.49K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$254K - $270K
|
2.61K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.53K+ 29.39% |
$247K - $262K
|
11.1K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.27KNew |
$222K - $235K
|
2.27K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.25KNew |
$219K - $232K
|
2.25K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$212K - $225K
|
2.18K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.43K+ 1.7% |
$139K - $148K
|
85.4K
$8.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
991+ 8.52% |
$96.6K - $103K
|
12.6K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
985+ 12.85% |
$96K - $102K
|
8.65K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
758+ 35.4% |
$73.9K - $78.4K
|
2.9K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
657+ 32.48% |
$64K - $68K
|
2.68K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
617+ 2.19% |
$60.1K - $63.8K
|
28.8K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
544+ 1.02% |
$53K - $56.3K
|
54K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
542+ 18.42% |
$52.8K - $56.1K
|
3.49K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 6.92% |
$39K - $41.4K
|
6.18K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
377+ 0.98% |
$36.7K - $39K
|
38.8K
$3.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
357+ 2.54% |
$34.8K - $36.9K
|
14.4K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
272+ 1.05% |
$26.5K - $28.1K
|
26.2K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
259+ 2.36% |
$25.2K - $26.8K
|
11.2K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
198New |
$19.3K - $20.5K
|
198
$20.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
162+ 8.86% |
$15.8K - $16.8K
|
1.99K
$203K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
80New |
$7.8K - $8.28K
|
80
$8.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
70+ 1.21% |
$6.82K - $7.24K
|
5.88K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 0.54% |
$6.43K - $6.83K
|
12.3K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
45+ 0.41% |
$4.39K - $4.66K
|
11.1K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$2.24K - $2.38K
|
11.8K
$1.21M
|