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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
625KNew |
$60.9M - $64.7M
|
625K
$63.7M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
127K+ 13.84% |
$12.4M - $13.1M
|
1.04M
$106M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
63K+ 731.03% |
$6.14M - $6.52M
|
71.6K
$7.3M
|
|
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
$5.51M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48.7KNew |
$4.75M - $5.04M
|
48.7K
$4.97M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
47.6K+ 173.56% |
$4.64M - $4.92M
|
75K
$7.64M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
41.7K+ 88.07% |
$4.06M - $4.31M
|
89K
$9.08M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
21.3K+ 5.93% |
$2.07M - $2.2M
|
380K
$38.7M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.8K+ 26.12% |
$2.03M - $2.15M
|
100K
$10.2M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.5K+ 80.29% |
$1.9M - $2.02M
|
43.8K
$4.47M
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
17.7KNew |
$1.73M - $1.84M
|
17.7K
$1.81M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.4KNew |
$1.4M - $1.49M
|
14.4K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.6K+ 28.24% |
$1.13M - $1.2M
|
52.6K
$5.37M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.6K+ 554.5% |
$1.13M - $1.2M
|
13.7K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 97.69% |
$1.13M - $1.2M
|
23.4K
$2.38M
|
|
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
$7.36M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.02KNew |
$879K - $933K
|
9.02K
$920K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.29KNew |
$808K - $857K
|
8.29K
$845K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.8KNew |
$760K - $807K
|
7.8K
$795K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.67KNew |
$748K - $794K
|
7.67K
$782K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.84K+ 2.56% |
$667K - $708K
|
274K
$27.9M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.62K+ 14.99% |
$548K - $581K
|
43.1K
$4.39M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.11KNew |
$498K - $528K
|
5.11K
$521K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5K+ 3.08% |
$487K - $517K
|
167K
$17M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.36K+ 19.18% |
$425K - $451K
|
27.1K
$2.76M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.69KNew |
$359K - $381K
|
3.69K
$376K
|
|
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
$356K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.3K+ 2.11% |
$322K - $341K
|
160K
$16.3M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.25KNew |
$317K - $337K
|
3.25K
$332K
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
3.23KNew |
$315K - $334K
|
3.23K
$330K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.87KNew |
$279K - $296K
|
2.87K
$292K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$254K - $270K
|
2.61K
$266K
|
|
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
$229K
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$212K - $225K
|
2.18K
$222K
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.07KNew |
$202K - $214K
|
2.07K
$211K
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$195K - $207K
|
2K
$204K
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.98K+ 8.26% |
$193K - $205K
|
25.9K
$2.64M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.83KNew |
$178K - $189K
|
1.83K
$186K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 10.92% |
$147K - $156K
|
15.3K
$1.56M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.43K+ 1.7% |
$139K - $148K
|
85.4K
$8.7M
|
|
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
$882K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
914+ 2.19% |
$89.1K - $94.6K
|
42.6K
$4.35M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
845New |
$82.4K - $87.4K
|
845
$86.1K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
758+ 35.4% |
$73.9K - $78.4K
|
2.9K
$296K
|