Latest Institutional Transactions on Ishares Tr Global 100 ETF (IOO)
This table provides information on the latest institutional transactions involving Ishares Tr Global 100 ETF (IOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
430New |
$25.6K - $30.7K
|
430
$46.2K
|
|
| Q2 2022 | |||||||
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.88KClosed |
$180K - $222K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.41K+ 50.5% |
$87.9K - $109K
|
4.2K
$451K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-376Closed |
$23.5K - $29K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12New |
$749 - $925
|
12
$1.29K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-3.77KClosed |
$236K - $291K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-31Closed |
$1.94K - $2.39K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-185- 0.69% |
$11.6K - $14.3K
|
26.8K
$2.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.19KNew |
$262K - $323K
|
4.19K
$450K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
800New |
$50K - $61.7K
|
800
$86K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
650New |
$40.6K - $50.1K
|
650
$69.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.34KNew |
$209K - $258K
|
3.34K
$359K
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.95K- 38.33% |
$122K - $151K
|
3.14K
$338K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 1.26% |
$874 - $1.08K
|
1.12K
$121K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
287KNew |
$17.9M - $22.1M
|
287K
$30.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.1KClosed |
$68.4K - $84.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 7.75% |
$6.25K - $7.71K
|
1.19K
$128K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.71KClosed |
$169K - $209K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.4KClosed |
$87.4K - $108K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-1.46K- 29.78% |
$91.1K - $113K
|
3.44K
$370K
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
4.64KNew |
$289K - $357K
|
4.64K
$498K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$1.49M - $1.84M
|
23.8K
$2.56M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-548Closed |
$34.2K - $42.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
182New |
$12.7K - $14.3K
|
182
$19.6K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-610Closed |
$42.5K - $48K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$731K - $825K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3.15KClosed |
$219K - $248K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
480New |
$33.5K - $37.8K
|
480
$51.6K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-600- 8.75% |
$41.8K - $47.2K
|
6.26K
$673K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
CALL |
-200Closed |
$13.9K - $15.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-66Closed |
$4.6K - $5.19K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$228K - $257K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-25.7KClosed |
$1.79M - $2.02M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-400- 6.16% |
$27.9K - $31.5K
|
6.09K
$655K
|
|
| Q4 2021 | |||||||
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.68KNew |
$191K - $211K
|
2.68K
$289K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251Closed |
$17.8K - $19.7K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
45New |
$3.2K - $3.54K
|
45
$4.84K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$719K - $796K
|
10.1K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.92KClosed |
$633K - $701K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-241Closed |
$17.1K - $19K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.21KNew |
$157K - $174K
|
2.21K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-800Closed |
$56.8K - $62.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
19New |
$1.35K - $1.49K
|
19
$2.04K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
400New |
$28.4K - $31.5K
|
400
$43K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-101Closed |
$7.18K - $7.94K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.45KClosed |
$458K - $507K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-112Closed |
$7.96K - $8.81K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
160New |
$11.3K - $12K
|
160
$17.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.05KClosed |
$74K - $78.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.39KNew |
$522K - $554K
|
7.39K
$794K
|
|