Purchases and Sales Made in Q3 2025 in Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
652K+ 127.46% |
N/A
|
1.16M
$310M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
547KNew |
N/A
|
547K
$146M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433K+ 77.01% |
N/A
|
994K
$265M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
170K+ 89.07% |
N/A
|
361K
$96.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
167K+ 9135.54% |
N/A
|
169K
$44.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.6K+ 25.04% |
N/A
|
422K
$112M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
77.9K+ 220.45% |
N/A
|
113K
$30.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46.5KNew |
N/A
|
46.5K
$12.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
40.1K+ 92.07% |
N/A
|
83.6K
$22.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
39.7K+ 155.9% |
N/A
|
65.1K
$17.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
38.6K+ 76.29% |
N/A
|
89.2K
$23.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
34.8K+ 2414.21% |
N/A
|
36.3K
$9.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 90.3% |
N/A
|
63.4K
$16.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.8K+ 139.58% |
N/A
|
37.5K
$9.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
21.8K+ 103.56% |
N/A
|
42.8K
$11.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20.8K+ 50.6% |
N/A
|
61.8K
$16.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
19.3K+ 50.18% |
N/A
|
57.8K
$15.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.5K+ 94.69% |
N/A
|
36K
$9.58M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
16.7K+ 78.8% |
N/A
|
37.9K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 41.79% |
N/A
|
56.5K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.5K+ 36.94% |
N/A
|
57.5K
$15.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
15.5K+ 87.85% |
N/A
|
33.1K
$8.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15K+ 53.71% |
N/A
|
43K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15K+ 44.2% |
N/A
|
48.9K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13K+ 93.33% |
N/A
|
26.9K
$7.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.1K+ 1562.42% |
N/A
|
12.9K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8K+ 257.73% |
N/A
|
16.3K
$4.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.6K+ 80.53% |
N/A
|
26K
$6.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 86.02% |
N/A
|
24.7K
$6.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
11K+ 43.48% |
N/A
|
36.1K
$9.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 23.01% |
N/A
|
55.1K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 142.73% |
N/A
|
17.3K
$4.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.8K+ 13.92% |
N/A
|
80.2K
$21.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.98K+ 47.25% |
N/A
|
24.9K
$6.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.96K+ 100.0% |
N/A
|
15.9K
$4.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.1K+ 65.32% |
N/A
|
15.4K
$4.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.21K+ 154.72% |
N/A
|
8.58K
$2.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.14K+ 25.59% |
N/A
|
25.2K
$6.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.85K+ 27.25% |
N/A
|
22.7K
$6.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.66KNew |
N/A
|
4.66K
$1.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.65K+ 73.62% |
N/A
|
11K
$2.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 71.02% |
N/A
|
11.2K
$2.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.43K+ 50.76% |
N/A
|
13.2K
$3.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.33K+ 180.33% |
N/A
|
6.73K
$1.79M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.21K+ 35.88% |
N/A
|
15.9K
$4.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.84K+ 99.9% |
N/A
|
7.69K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.77K+ 4058.06% |
N/A
|
3.87K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.3K+ 80.26% |
N/A
|
7.42K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$848K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.09K+ 6.99% |
N/A
|
47.3K
$12.6M
|