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 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11+ 0.17% |
$1.07K - $1.14K
|
6.49K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.13% |
$780 - $828
|
6.12K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$487 - $517
|
5
$519
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.15% |
$487 - $517
|
3.43K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.34% |
$390 - $414
|
1.19K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.08% |
$292 - $310
|
3.64K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.51% |
$292 - $310
|
592
$61.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$195 - $207
|
5.02K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$97.5 - $103
|
2.96K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$97.5 - $103
|
4.96K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 1.89% |
$195 - $207
|
104
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6- 0.15% |
$585 - $621
|
3.98K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15- 0.56% |
$1.46K - $1.55K
|
2.67K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 4.71% |
$1.56K - $1.66K
|
324
$33.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.58% |
$2.44K - $2.59K
|
4.31K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.66% |
$2.44K - $2.59K
|
3.75K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-59- 0.31% |
$5.75K - $6.1K
|
18.7K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-62- 0.53% |
$6.04K - $6.41K
|
11.6K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-74- 0.95% |
$7.21K - $7.66K
|
7.71K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-84- 0.41% |
$8.19K - $8.69K
|
20.4K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-87- 0.67% |
$8.48K - $9K
|
13K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-100- 0.06% |
$9.75K - $10.3K
|
167K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-112- 3.96% |
$10.9K - $11.6K
|
2.71K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-120- 0.23% |
$11.7K - $12.4K
|
51.8K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-174- 4.09% |
$17K - $18K
|
4.08K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-186- 11.25% |
$18.1K - $19.2K
|
1.47K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-195- 4.75% |
$19K - $20.2K
|
3.91K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.98% |
$19.5K - $20.7K
|
20.2K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.94% |
$24.4K - $25.9K
|
8.25K
$856K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-267- 1.74% |
$26K - $27.6K
|
15K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-308- 6.38% |
$30K - $31.9K
|
4.52K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-311- 6.61% |
$30.3K - $32.2K
|
4.39K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-315- 37.23% |
$30.7K - $32.6K
|
531
$55.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-317- 2.93% |
$30.9K - $32.8K
|
10.5K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-324- 0.75% |
$31.6K - $33.5K
|
42.8K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-356- 2.94% |
$34.7K - $36.8K
|
11.7K
$1.22M
|
|
|
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
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-381- 3.45% |
$37.1K - $39.4K
|
10.7K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-384- 3.98% |
$37.4K - $39.7K
|
9.25K
$960K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-411- 3.96% |
$40.1K - $42.5K
|
9.98K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 7.18% |
$40.9K - $43.4K
|
5.43K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-450- 1.07% |
$43.9K - $46.6K
|
41.4K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-462- 44.3% |
$45K - $47.8K
|
581
$60.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-533- 0.75% |
$51.9K - $55.1K
|
70.7K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-595- 1.29% |
$58K - $61.6K
|
45.7K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-678- 17.01% |
$66.1K - $70.1K
|
3.31K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-719- 0.46% |
$70.1K - $74.4K
|
154K
$16M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-720- 0.87% |
$70.2K - $74.5K
|
81.7K
$8.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-810- 7.45% |
$78.9K - $83.8K
|
10.1K
$1.04M
|