Purchases and Sales Made in Q4 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 Q4 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
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
87
New
$16.9K - $19.5K
87 $23.1K
Feb 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
85
New
$16.5K - $19.1K
85 $22.6K
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
85
+ 1.98%
$16.5K - $19.1K
4.38K $1.17M
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
83
New
$16.1K - $18.6K
83 $22.1K
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
75
+ 4.7%
$14.5K - $16.8K
1.67K $444K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
74
New
$14.3K - $16.6K
74 $19.7K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
71
New
$13.8K - $15.9K
71 $18.9K
Feb 13, 2024 Q4 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
66
New
$12.8K - $14.8K
66 $17.6K
Jan 08, 2024 Q4 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
65
+ 5.28%
$12.6K - $14.6K
1.3K $345K
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
64
New
$12.4K - $14.3K
64 $17K
Jan 04, 2024 Q4 2023
Verity Wealth Advisors

BUY
 -
53
+ 1.7%
$10.3K - $11.9K
3.17K $843K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
47
+ 0.23%
$9.1K - $10.5K
20.6K $5.48M
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
43
+ 2.32%
$8.33K - $9.64K
1.89K $504K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
42
New
$8.14K - $9.41K
42 $11.2K
Feb 13, 2024 Q4 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
40
+ 0.58%
$7.75K - $8.96K
6.97K $1.85M
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
39
New
$7.55K - $8.74K
39 $10.4K
Feb 14, 2024 Q4 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
39
+ 3.19%
$7.55K - $8.74K
1.26K $336K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
34
+ 0.32%
$6.59K - $7.62K
10.7K $2.85M
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
34
+ 0.87%
$6.59K - $7.62K
3.96K $1.05M
Feb 08, 2024 Q4 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
34
New
$6.59K - $7.62K
34 $9.05K
Feb 14, 2024 Q4 2023
Monograph Wealth Advisors, LLC

BUY
 -
30
+ 0.44%
$5.81K - $6.72K
6.83K $1.82M
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
30
+ 1.12%
$5.81K - $6.72K
2.71K $720K
Feb 14, 2024 Q4 2023
Geller Advisors LLC

New York, NY
BUY
 -
30
+ 0.07%
$5.81K - $6.72K
40.4K $10.7M
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
28
+ 6.62%
$5.42K - $6.28K
451 $120K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
26
+ 0.05%
$5.04K - $5.83K
50.3K $13.4M
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
25
+ 2.0%
$4.84K - $5.6K
1.27K $338K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
24
+ 0.93%
$4.65K - $5.38K
2.61K $695K
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
24
+ 1.13%
$4.65K - $5.38K
2.16K $574K
Jan 18, 2024 Q4 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
23
+ 0.5%
$4.46K - $5.15K
4.65K $1.24M
Jan 18, 2024 Q4 2023
Traynor Capital Management, Inc.

BUY
 -
21
+ 2.1%
$4.07K - $4.71K
1.02K $271K
Jan 30, 2024 Q4 2023
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
21
New
$4.07K - $4.71K
21 $5.59K
Jan 23, 2024 Q4 2023
Independence Bank Of Kentucky

BUY
 -
20
New
$3.87K - $4.48K
20 $5.32K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
17
+ 1.35%
$3.29K - $3.81K
1.28K $339K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
16
+ 0.82%
$3.1K - $3.59K
1.97K $525K
Apr 22, 2024 Q4 2023
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
15
New
$2.91K - $3.36K
15 $3.99K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
15
New
$2.91K - $3.36K
15 $3.99K
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
14
+ 0.59%
$2.71K - $3.14K
2.39K $636K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
13
+ 2.53%
$2.52K - $2.91K
526 $140K
Jan 17, 2024 Q4 2023
Aprio Wealth Management, LLC

BUY
 -
12
+ 0.85%
$2.32K - $2.69K
1.43K $380K
Feb 14, 2024 Q4 2023
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
12
+ 0.34%
$2.32K - $2.69K
3.56K $948K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
11
New
$2.13K - $2.47K
11 $2.93K
Feb 14, 2024 Q4 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
9
+ 0.35%
$1.74K - $2.02K
2.58K $686K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
9
New
$1.74K - $2.02K
9 $2.39K
Jan 16, 2024 Q4 2023
Simon Quick Advisors, LLC

BUY
 -
8
+ 0.65%
$1.55K - $1.79K
1.25K $331K
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
7
New
$1.36K - $1.57K
7 $1.86K
Feb 14, 2024 Q4 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
7
+ 0.12%
$1.36K - $1.57K
5.87K $1.56M
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
7
+ 0.05%
$1.36K - $1.57K
14.3K $3.81M
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
7
New
$1.36K - $1.57K
7 $1.86K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
6
+ 0.42%
$1.16K - $1.34K
1.44K $382K

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