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 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-48- 4.74% |
N/A
|
964
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-54- 0.62% |
N/A
|
8.59K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-54- 2.19% |
N/A
|
2.42K
$643K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-77- 7.68% |
N/A
|
925
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-77- 0.43% |
N/A
|
17.8K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-88- 4.97% |
N/A
|
1.68K
$447K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 37.5% |
N/A
|
150
$39.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-90- 8.33% |
N/A
|
990
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-90- 2.68% |
N/A
|
3.27K
$871K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-138- 5.93% |
N/A
|
2.19K
$583K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-168- 18.1% |
N/A
|
760
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-200- 46.19% |
N/A
|
233
$62K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-262- 6.11% |
N/A
|
4.02K
$1.07M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-291- 13.71% |
N/A
|
1.83K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-298- 8.62% |
N/A
|
3.16K
$841K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-302- 1.21% |
N/A
|
24.7K
$6.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-364- 4.58% |
N/A
|
7.59K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-370- 29.94% |
N/A
|
866
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-403- 1.51% |
N/A
|
26.2K
$6.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-548- 34.75% |
N/A
|
1.03K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-575- 13.51% |
N/A
|
3.68K
$979K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-674- 6.94% |
N/A
|
9.03K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-872- 2.62% |
N/A
|
32.4K
$8.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-966- 16.4% |
N/A
|
4.93K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.75K- 39.83% |
N/A
|
4.15K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.46K- 8.83% |
N/A
|
35.7K
$9.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-22.9K- 99.63% |
N/A
|
85
$22.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-48.6K- 32.48% |
N/A
|
101K
$26.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-75.8K- 69.31% |
N/A
|
33.6K
$8.93M
|