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 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-59.9K- 51.0% |
$5.37M - $6.04M
|
57.6K
$5.95M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.2K+ 4.1% |
$825K - $928K
|
234K
$24.1M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
177K+ 4.91% |
$15.8M - $17.8M
|
3.78M
$390M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
28+ 0.38% |
$2.51K - $2.82K
|
7.34K
$758K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.2K- 63.53% |
$735K - $826K
|
4.7K
$486K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11.2K+ 1.67% |
$1M - $1.13M
|
679K
$70.1M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.74KNew |
$335K - $377K
|
3.74K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.32K+ 2.84% |
$208K - $234K
|
83.9K
$8.67M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-57- 1.64% |
$5.11K - $5.75K
|
3.42K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.2K+ 9.51% |
$1M - $1.13M
|
129K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-379- 0.87% |
$34K - $38.2K
|
43.1K
$4.46M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31KNew |
$207K - $232K
|
2.31K
$238K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12K+ 46.82% |
$1.07M - $1.21M
|
37.5K
$3.87M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41.1KNew |
$3.68M - $4.14M
|
41.1K
$4.24M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 230.08% |
$1.52M - $1.71M
|
24.3K
$2.51M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.95K+ 182.36% |
$354K - $398K
|
6.11K
$631K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.81K- 2.43% |
$252K - $283K
|
113K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154+ 2.82% |
$13.8K - $15.5K
|
5.61K
$579K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.97K- 89.78% |
$624K - $702K
|
793
$81.9K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.36K- 39.17% |
$570K - $642K
|
9.89K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.98K- 22.22% |
$536K - $603K
|
20.9K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.16K+ 11.78% |
$194K - $218K
|
20.5K
$2.12M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.6K- 15.62% |
$1.04M - $1.17M
|
62.7K
$6.48M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
507+ 1.6% |
$45.4K - $51.1K
|
32.3K
$3.33M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.1K+ 202.41% |
$994K - $1.12M
|
16.6K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.19K- 0.52% |
$107K - $120K
|
230K
$23.7M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-810- 7.8% |
$72.6K - $81.7K
|
9.58K
$990K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.03K+ 9.24% |
$809K - $910K
|
107K
$11M
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
121+ 0.93% |
$10.8K - $12.2K
|
13.1K
$1.35M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
952+ 10.47% |
$85.3K - $96K
|
10K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7.06K- 98.52% |
$632K - $711K
|
106
$10.9K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-42.2K- 82.32% |
$3.78M - $4.25M
|
9.06K
$936K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$26.9K - $30.2K
|
300
$31K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.2K- 6.64% |
$197K - $222K
|
30.9K
$3.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-382- 0.05% |
$34.2K - $38.5K
|
723K
$74.6M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-7.5K- 35.81% |
$672K - $756K
|
13.4K
$1.39M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3New |
$269 - $302
|
3
$310
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.65K- 3.9% |
$148K - $166K
|
40.6K
$4.19M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-146- 0.54% |
$13.1K - $14.7K
|
26.7K
$2.76M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.69KNew |
$690K - $776K
|
7.69K
$795K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
134New |
$12K - $13.5K
|
134
$13.8K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.92KNew |
$262K - $295K
|
2.92K
$302K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
23+ 0.75% |
$2.06K - $2.32K
|
3.1K
$320K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.2K+ 2.6% |
$108K - $121K
|
47.4K
$4.9M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-382- 3.81% |
$34.2K - $38.5K
|
9.64K
$996K
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.86% |
$22.4K - $25.2K
|
8.5K
$878K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.3K+ 11.22% |
$2.99M - $3.36M
|
331K
$34.1M
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$210K - $237K
|
2.35K
$242K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.27K+ 6.35% |
$562K - $632K
|
105K
$10.8M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.55K+ 16.38% |
$139K - $157K
|
11K
$1.14M
|