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 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
390+ 14.34% |
N/A
|
3.11K
$827K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
335+ 39.98% |
N/A
|
1.17K
$312K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
294+ 1.68% |
N/A
|
17.8K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
289+ 6.67% |
N/A
|
4.62K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
281+ 8.86% |
N/A
|
3.45K
$918K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
277+ 10.58% |
N/A
|
2.9K
$770K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
267+ 6.41% |
N/A
|
4.44K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
197+ 10.09% |
N/A
|
2.15K
$572K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 12.08% |
N/A
|
1.82K
$484K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
187+ 15.91% |
N/A
|
1.36K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
150+ 3.45% |
N/A
|
4.5K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
147New |
N/A
|
147
$39.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
143+ 80.34% |
N/A
|
321
$85.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
125+ 2.59% |
N/A
|
4.95K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
97New |
N/A
|
97
$25.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
90New |
N/A
|
90
$23.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
83+ 1.21% |
N/A
|
6.97K
$1.85M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
75+ 2.22% |
N/A
|
3.45K
$918K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
60+ 6.32% |
N/A
|
1.01K
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50New |
N/A
|
50
$13.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40+ 0.28% |
N/A
|
14.1K
$3.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
N/A
|
36
$9.58K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28New |
N/A
|
28
$7.45K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
25New |
N/A
|
25
$6.65K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
16+ 1.02% |
N/A
|
1.59K
$422K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14+ 0.37% |
N/A
|
3.81K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11New |
N/A
|
11
$2.93K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10+ 3.68% |
N/A
|
282
$75K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 9.41% |
N/A
|
93
$24.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8+ 0.22% |
N/A
|
3.69K
$981K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7+ 7.14% |
N/A
|
105
$27.9K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6+ 0.37% |
N/A
|
1.62K
$430K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
N/A
|
1.27K
$337K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.23% |
N/A
|
869
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
N/A
|
1.84K
$490K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
2+ 0.29% |
N/A
|
700
$186K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
N/A
|
1.06K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.08% |
N/A
|
1.22K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.12% |
N/A
|
870
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.22% |
N/A
|
448
$119K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1+ 0.15% |
N/A
|
666
$177K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 11.11% |
N/A
|
10
$2.66K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-1- 0.16% |
N/A
|
613
$163K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
N/A
|
4.06K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.09% |
N/A
|
4.23K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 1.34% |
N/A
|
295
$78.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-10- 0.07% |
N/A
|
14.1K
$3.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 6.67% |
N/A
|
140
$37.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-11- 1.51% |
N/A
|
716
$190K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-12- 1.18% |
N/A
|
1K
$267K
|