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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.22K+ 17.7% |
$117K - $128K
|
8.11K
$872K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.9K+ 8.82% |
$7.3M - $7.98M
|
936K
$101M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
963New |
$92.6K - $101K
|
963
$104K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
80+ 1.02% |
$7.7K - $8.41K
|
7.9K
$850K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.9K+ 6.89% |
$760K - $831K
|
123K
$13.2M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
654+ 11.66% |
$62.9K - $68.7K
|
6.26K
$673K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.5K+ 3.1% |
$1.11M - $1.21M
|
383K
$41.2M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.15K- 7.4% |
$303K - $332K
|
39.5K
$4.25M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-525K- 91.14% |
$50.5M - $55.2M
|
51K
$5.49M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.26K- 13.95% |
$506K - $553K
|
32.4K
$3.49M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.87K- 12.1% |
$564K - $617K
|
42.6K
$4.58M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.27K- 2.76% |
$315K - $344K
|
115K
$12.4M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 8.56% |
$106K - $115K
|
11.7K
$1.26M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
553+ 18.15% |
$53.2K - $58.1K
|
3.6K
$387K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.38K- 20.39% |
$132K - $145K
|
5.37K
$578K
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
618+ 29.88% |
$59.5K - $65K
|
2.69K
$289K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 2.33% |
$6.64K - $7.25K
|
3.03K
$326K
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-879- 2.05% |
$84.6K - $92.4K
|
41.9K
$4.51M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.62K- 41.93% |
$155K - $170K
|
2.24K
$241K
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
12.2K+ 7.32% |
$1.18M - $1.29M
|
180K
$19.3M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
24K+ 44.4% |
$2.31M - $2.52M
|
78K
$8.39M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.43K+ 17.1% |
$138K - $150K
|
9.79K
$1.05M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.12K+ 15.49% |
$204K - $223K
|
15.8K
$1.7M
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-7.26K- 40.88% |
$698K - $763K
|
10.5K
$1.13M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-173- 5.32% |
$16.6K - $18.2K
|
3.08K
$331K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30.8K- 21.89% |
$2.97M - $3.24M
|
110K
$11.8M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-57K- 15.0% |
$5.48M - $5.99M
|
323K
$34.7M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.49K- 12.15% |
$144K - $157K
|
10.8K
$1.16M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
213+ 14.51% |
$20.5K - $22.4K
|
1.68K
$181K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 24.44% |
$13.7K - $14.9K
|
439
$47.2K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
250+ 1.42% |
$24.1K - $26.3K
|
17.8K
$1.91M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.04% |
$96.2 - $105
|
2.25K
$242K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-170- 1.88% |
$16.4K - $17.9K
|
8.85K
$952K
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.04K+ 13.03% |
$292K - $319K
|
26.3K
$2.83M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.13K+ 2.4% |
$782K - $855K
|
347K
$37.3M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
3.39K+ 2.05% |
$326K - $356K
|
168K
$18.1M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.19K- 19.5% |
$211K - $230K
|
9.04K
$972K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.37KNew |
$517K - $565K
|
5.37K
$578K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-194- 1.94% |
$18.7K - $20.4K
|
9.78K
$1.05M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.95KNew |
$284K - $310K
|
2.95K
$317K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-26- 0.49% |
$2.5K - $2.73K
|
5.29K
$569K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
636New |
$61.2K - $66.9K
|
636
$68.4K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-44- 42.31% |
$4.23K - $4.63K
|
60
$6.45K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
178New |
$17.1K - $18.7K
|
178
$19.1K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-198Closed |
$19K - $20.8K
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.87K- 89.72% |
$373K - $407K
|
444
$47.7K
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
653+ 5.04% |
$62.8K - $68.6K
|
13.6K
$1.46M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
19.8K+ 5.34% |
$1.9M - $2.08M
|
390K
$41.9M
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-928- 33.43% |
$89.3K - $97.6K
|
1.85K
$199K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
687+ 7.42% |
$66.1K - $72.2K
|
9.94K
$1.07M
|