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 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
657+ 32.48% |
$64K - $68K
|
2.68K
$273K
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
617+ 2.19% |
$60.1K - $63.8K
|
28.8K
$2.93M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
544+ 1.02% |
$53K - $56.3K
|
54K
$5.51M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
542+ 18.42% |
$52.8K - $56.1K
|
3.49K
$355K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 6.92% |
$39K - $41.4K
|
6.18K
$630K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
377+ 0.98% |
$36.7K - $39K
|
38.8K
$3.96M
|
|
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
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
266New |
$25.9K - $27.5K
|
266
$27.1K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
259+ 2.36% |
$25.2K - $26.8K
|
11.2K
$1.14M
|
|
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
$8.16K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
70+ 1.21% |
$6.82K - $7.24K
|
5.88K
$599K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 0.54% |
$6.43K - $6.83K
|
12.3K
$1.25M
|
|
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
$1.2M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.35% |
$2.05K - $2.17K
|
1.58K
$161K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$1.56K - $1.66K
|
16
$1.63K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11+ 0.17% |
$1.07K - $1.14K
|
6.49K
$661K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.13% |
$780 - $828
|
6.12K
$623K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$487 - $517
|
5
$510
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.34% |
$390 - $414
|
1.19K
$121K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.08% |
$292 - $310
|
3.64K
$371K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.51% |
$292 - $310
|
592
$60.3K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$97.5 - $103
|
2.96K
$302K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 1.89% |
$195 - $207
|
104
$10.6K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6- 0.15% |
$585 - $621
|
3.98K
$406K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 4.71% |
$1.56K - $1.66K
|
324
$33K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.58% |
$2.44K - $2.59K
|
4.31K
$439K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.66% |
$2.44K - $2.59K
|
3.75K
$383K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-59- 0.31% |
$5.75K - $6.1K
|
18.7K
$1.91M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-74- 0.95% |
$7.21K - $7.66K
|
7.71K
$786K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-87- 0.67% |
$8.48K - $9K
|
13K
$1.32M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-100- 0.06% |
$9.75K - $10.3K
|
167K
$17.1M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-112- 3.96% |
$10.9K - $11.6K
|
2.71K
$277K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-120- 0.23% |
$11.7K - $12.4K
|
51.8K
$5.28M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-174- 4.09% |
$17K - $18K
|
4.08K
$416K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-186- 11.25% |
$18.1K - $19.2K
|
1.47K
$150K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-195- 4.75% |
$19K - $20.2K
|
3.91K
$398K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.98% |
$19.5K - $20.7K
|
20.2K
$2.06M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.94% |
$24.4K - $25.9K
|
8.25K
$841K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-308- 6.38% |
$30K - $31.9K
|
4.52K
$461K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-311- 6.61% |
$30.3K - $32.2K
|
4.39K
$448K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-317- 2.93% |
$30.9K - $32.8K
|
10.5K
$1.07M
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-324- 0.75% |
$31.6K - $33.5K
|
42.8K
$4.36M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-381- 3.98% |
$37.1K - $39.4K
|
9.2K
$938K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-384- 3.98% |
$37.4K - $39.7K
|
9.25K
$943K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 7.18% |
$40.9K - $43.4K
|
5.43K
$554K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-450- 1.07% |
$43.9K - $46.6K
|
41.4K
$4.22M
|