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 |
---|---|---|---|---|---|---|---|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.05KClosed |
$203K - $217K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-94Closed |
$6.27K - $6.68K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-3.25KClosed |
$217K - $231K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-652Closed |
$43.5K - $46.3K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.05KClosed |
$203K - $216K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-4KClosed |
$267K - $284K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.13KClosed |
$258K - $275K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.38KClosed |
$273K - $291K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-12.7KClosed |
$792K - $843K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.03KClosed |
$64K - $68.1K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-180Closed |
$9.82K - $11.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-941Closed |
$51.3K - $59.4K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.17KNew |
$118K - $137K
|
2.17K
$234K
|
|
Q3 2020 | |||||||
Dec 19, 2024
Q3 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.92K- 12.85% |
$155K - $177K
|
19.8K
$2.13M
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-24Closed |
$1.27K - $1.45K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146Closed |
$7.74K - $8.85K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-142Closed |
$7.53K - $8.61K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-106- 1.48% |
$4.55K - $5.76K
|
7.06K
$759K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-30Closed |
$1.29K - $1.63K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.52KNew |
$280K - $354K
|
6.52K
$701K
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6.84KClosed |
$293K - $372K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-750Closed |
$32.2K - $40.8K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26.8KClosed |
$1.15M - $1.46M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-633Closed |
$27.2K - $34.4K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-940Closed |
$40.3K - $51.1K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-4.4KClosed |
$171K - $249K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-74Closed |
$2.87K - $4.19K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23Closed |
$893 - $1.3K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.71KClosed |
$66.6K - $97.1K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.72KClosed |
$145K - $211K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mc Adam, LLC
|
SELL
|
- |
-5.54KClosed |
$215K - $314K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Gfs Advisors, LLC
|
SELL
|
- |
-29KClosed |
$1.13M - $1.64M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-79Closed |
$3.07K - $4.47K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
BUY
|
- |
5KNew |
$194K - $283K
|
5K
$538K
|
|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.48KClosed |
$329K - $480K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 22, 2022
Q4 2019
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
295New |
$14.1K - $16K
|
295
$31.7K
|
|
Feb 13, 2020
Q4 2019
|
Evensky & Katz LLC
|
SELL
|
- |
-182Closed |
$8.73K - $9.86K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Glassman Wealth Services
|
BUY
|
- |
446New |
$21.4K - $24.2K
|
446
$48K
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.13KClosed |
$55.4K - $56.1K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-6.3KClosed |
$309K - $313K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-200Closed |
$9.8K - $9.93K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-308Closed |
$15.1K - $15.3K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-200Closed |
$9.8K - $9.93K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-6.07KClosed |
N/A
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$1.81M
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-982Closed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-224Closed |
N/A
|
0
$0
|