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 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12K+ 200.07% |
N/A
|
18K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12K+ 339.77% |
N/A
|
15.5K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 11.18% |
N/A
|
111K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.1K+ 852.64% |
N/A
|
12.4K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.6K+ 115.63% |
N/A
|
19.7K
$5.25M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.5K+ 830.93% |
N/A
|
11.7K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.5K+ 531.42% |
N/A
|
12.4K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
N/A
|
10.2K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
10KNew |
N/A
|
10K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9.97KNew |
N/A
|
9.97K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.87KNew |
N/A
|
9.87K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.12K+ 20.32% |
N/A
|
54K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.06K+ 112.82% |
N/A
|
17.1K
$4.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 948.48% |
N/A
|
9.32K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.37K+ 373.08% |
N/A
|
10.6K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.15K+ 39.12% |
N/A
|
29K
$7.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.1K+ 559.08% |
N/A
|
9.55K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
7.9KNew |
N/A
|
7.9K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.78K+ 125.74% |
N/A
|
14K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.75K+ 16.56% |
N/A
|
54.6K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.66KNew |
N/A
|
7.66K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.87K+ 209.2% |
N/A
|
10.2K
$2.7M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.73K+ 367.91% |
N/A
|
8.56K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.55KNew |
N/A
|
6.55K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
6.44K+ 41.99% |
N/A
|
21.8K
$5.79M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.43K+ 100.0% |
N/A
|
12.9K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.15K+ 350.14% |
N/A
|
7.9K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.03K+ 179.87% |
N/A
|
9.38K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6K+ 0.53% |
N/A
|
1.15M
$305M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.96KNew |
N/A
|
5.96K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.92K+ 124.54% |
N/A
|
10.7K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.86K+ 184.97% |
N/A
|
9.03K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.73K+ 116.24% |
N/A
|
10.7K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.65KNew |
N/A
|
5.65K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.63K+ 14.58% |
N/A
|
44.2K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.55K+ 80.03% |
N/A
|
12.5K
$3.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.51K+ 203.17% |
N/A
|
8.23K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.5K+ 50.93% |
N/A
|
16.3K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.49K+ 178.2% |
N/A
|
8.57K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 15.15% |
N/A
|
41.3K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.42K+ 69.03% |
N/A
|
13.3K
$3.53M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5.38K+ 350.65% |
N/A
|
6.91K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
5.35KNew |
N/A
|
5.35K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.25K+ 150.44% |
N/A
|
8.74K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.07K+ 17.27% |
N/A
|
34.4K
$9.16M
|