Purchases and Sales Made in Q3 2023 in Ishares S&P 100 ETF (OEF)

OEF Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q3 2023. 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
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.12K
New
$224K - $240K
1.12K $298K
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
1.11K
New
$221K - $237K
1.11K $294K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.1K
New
$220K - $236K
1.1K $293K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.06K
+ 5.26%
$212K - $227K
21.3K $5.65M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.06K
New
$211K - $227K
1.06K $281K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.04K
+ 13.19%
$208K - $223K
8.95K $2.38M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
1.02K
+ 25.63%
$204K - $218K
5K $1.33M
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
1.01K
+ 6.93%
$202K - $217K
15.6K $4.15M
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
991
+ 24.56%
$198K - $212K
5.03K $1.34M
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
961
+ 0.1%
$192K - $206K
940K $250M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
936
+ 18.29%
$187K - $200K
6.05K $1.61M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
892
+ 9.47%
$178K - $191K
10.3K $2.74M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
827
+ 96.05%
$165K - $177K
1.69K $449K
Nov 06, 2023 Q3 2023
Ntv Asset Management LLC

BUY
 -
825
+ 3.4%
$165K - $177K
25.1K $6.67M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
804
+ 24.7%
$161K - $172K
4.06K $1.08M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
797
+ 11.36%
$159K - $171K
7.81K $2.08M
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

BUY
 -
784
New
$157K - $168K
784 $209K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
722
+ 7.7%
$144K - $155K
10.1K $2.69M
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
670
+ 38.42%
$134K - $144K
2.41K $642K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
613
+ 3.5%
$123K - $131K
18.1K $4.83M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
607
+ 3.35%
$121K - $130K
18.7K $4.98M
Nov 15, 2023 Q3 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
594
+ 36.85%
$119K - $127K
2.21K $587K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
588
+ 15.86%
$118K - $126K
4.3K $1.14M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
583
+ 32.59%
$117K - $125K
2.37K $631K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
575
+ 12.34%
$115K - $123K
5.24K $1.39M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
563
+ 1.62%
$113K - $121K
35.4K $9.41M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
535
+ 1.82%
$107K - $115K
30K $7.98M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
516
+ 211.48%
$103K - $111K
760 $202K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
513
+ 9.56%
$103K - $110K
5.88K $1.56M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
501
+ 39.29%
$100K - $107K
1.78K $472K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
491
+ 5.15%
$98.1K - $105K
10K $2.67M
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
484
+ 0.4%
$96.7K - $104K
120K $32M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
475
New
$94.9K - $102K
475 $126K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

BUY
 -
457
+ 4.65%
$91.3K - $97.9K
10.3K $2.74M
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
439
+ 1.3%
$87.7K - $94K
34.2K $9.11M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
432
+ 6.36%
$86.3K - $92.5K
7.22K $1.92M
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
425
+ 0.79%
$84.9K - $91K
54.5K $14.5M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
400
New
$79.9K - $85.7K
400 $106K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
391
New
$78.1K - $83.8K
391 $104K
Nov 13, 2023 Q3 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
376
+ 68.36%
$75.1K - $80.5K
926 $246K
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
364
+ 0.73%
$72.7K - $78K
50K $13.3M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
350
+ 0.56%
$69.9K - $75K
62.5K $16.6M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
312
+ 7.35%
$62.4K - $66.8K
4.56K $1.21M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
309
+ 3.37%
$61.8K - $66.2K
9.48K $2.52M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
303
+ 136.49%
$60.6K - $64.9K
525 $140K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
301
+ 26.33%
$60.2K - $64.5K
1.44K $384K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
296
+ 6.18%
$59.2K - $63.4K
5.08K $1.35M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
292
+ 15.19%
$58.4K - $62.5K
2.21K $589K
Oct 20, 2023 Q3 2023
Future Financial Wealth Managment LLC

BUY
 -
288
+ 1.93%
$57.6K - $61.7K
15.2K $4.04M

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