Purchases and Sales Made in Q1 2025 in Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 100 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
790New |
N/A
|
790
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
761+ 9.2% |
N/A
|
9.04K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
707+ 26.01% |
N/A
|
3.43K
$911K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
633+ 9.01% |
N/A
|
7.66K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
526+ 7.18% |
N/A
|
7.85K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
508+ 30.71% |
N/A
|
2.16K
$575K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
356+ 29.62% |
N/A
|
1.56K
$414K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
292+ 2085.71% |
N/A
|
306
$81.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
276+ 1.05% |
N/A
|
26.7K
$7.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
270+ 34.01% |
N/A
|
1.06K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
251+ 1.36% |
N/A
|
18.7K
$4.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
173+ 4.45% |
N/A
|
4.06K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
171+ 13.57% |
N/A
|
1.43K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
171+ 6.69% |
N/A
|
2.73K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
93New |
N/A
|
93
$24.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64New |
N/A
|
64
$17K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
N/A
|
62
$16.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
59+ 4.88% |
N/A
|
1.27K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
55+ 2.27% |
N/A
|
2.48K
$661K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 588.89% |
N/A
|
62
$16.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
41+ 0.13% |
N/A
|
30.4K
$8.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
30+ 1.19% |
N/A
|
2.56K
$681K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 6.36% |
N/A
|
435
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
24+ 2.83% |
N/A
|
872
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.55K
$678K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.19% |
N/A
|
1.56K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
N/A
|
1.72K
$459K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 7.14% |
N/A
|
15
$3.99K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.16% |
N/A
|
613
$163K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
N/A
|
1.06K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.13% |
N/A
|
756
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.08% |
N/A
|
1.27K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.17K
$844K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2- 0.45% |
N/A
|
447
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 0.64% |
N/A
|
772
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-5- 1.25% |
N/A
|
396
$105K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 14.29% |
N/A
|
60
$16K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-11- 1.14% |
N/A
|
958
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 9.48% |
N/A
|
105
$27.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 0.17% |
N/A
|
10.7K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.71% |
N/A
|
2.8K
$745K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 0.36% |
N/A
|
5.47K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 8.86% |
N/A
|
247
$65.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-29- 0.32% |
N/A
|
9.08K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-30- 1.27% |
N/A
|
2.32K
$618K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 71.43% |
N/A
|
14
$3.72K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-42- 0.26% |
N/A
|
16.2K
$4.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-44- 3.96% |
N/A
|
1.07K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-44- 1.92% |
N/A
|
2.25K
$599K
|