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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
22New |
$2.12K - $2.31K
|
22
$2.37K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.22KNew |
$309K - $338K
|
3.22K
$346K
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 1.25% |
$2.6K - $2.84K
|
2.19K
$235K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.39K- 3.33% |
$230K - $251K
|
69.3K
$7.45M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22- 0.21% |
$2.12K - $2.31K
|
10.5K
$1.13M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
186New |
$17.9K - $19.6K
|
186
$20K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-794- 24.56% |
$76.4K - $83.5K
|
2.44K
$262K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.73KNew |
$648K - $708K
|
6.73K
$724K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
92.2K+ 103.53% |
$8.87M - $9.69M
|
181K
$19.5M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.11K- 9.6% |
$107K - $117K
|
10.5K
$1.13M
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.61KNew |
$443K - $484K
|
4.61K
$495K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.41KNew |
$521K - $569K
|
5.41K
$582K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
207+ 1.31% |
$19.9K - $21.8K
|
16K
$1.72M
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-11.4K- 71.56% |
$1.09M - $1.19M
|
4.51K
$485K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 2.57% |
$102K - $112K
|
40.4K
$4.34M
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-3.24KClosed |
$312K - $341K
|
0
$0
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-290- 8.76% |
$27.9K - $30.5K
|
3.02K
$325K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-132- 2.16% |
$12.7K - $13.9K
|
5.98K
$644K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-153- 4.41% |
$14.7K - $16.1K
|
3.32K
$357K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-927- 1.79% |
$89.2K - $97.4K
|
50.9K
$5.48M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
250+ 9.21% |
$24.1K - $26.3K
|
2.96K
$319K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 2.48% |
$48.1K - $52.6K
|
19.7K
$2.12M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
204New |
$19.6K - $21.4K
|
204
$21.9K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-50.8K- 23.92% |
$4.89M - $5.34M
|
162K
$17.4M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-772- 26.63% |
$74.3K - $81.2K
|
2.13K
$229K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-605- 14.04% |
$58.2K - $63.6K
|
3.71K
$398K
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.01% |
$1.06K - $1.16K
|
119K
$12.7M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
111K+ 10.6% |
$10.6M - $11.6M
|
1.15M
$124M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.99KNew |
$480K - $525K
|
4.99K
$537K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-660- 4.39% |
$63.5K - $69.4K
|
14.4K
$1.55M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
367+ 0.75% |
$35.3K - $38.6K
|
49.1K
$5.28M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
308+ 3.99% |
$29.6K - $32.4K
|
8.02K
$863K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $219K
|
2.08K
$224K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 3.53% |
$155K - $170K
|
44.1K
$4.74M
|
|
Q4 2024 | |||||||
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2KNew |
$195K - $207K
|
2K
$215K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.8K- 8.9% |
$1.64M - $1.74M
|
172K
$18.5M
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
676K+ 15455.48% |
$65.9M - $70M
|
681K
$73.2M
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3+ 0.46% |
$292 - $310
|
653
$70.2K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.09KNew |
$106K - $113K
|
1.09K
$117K
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
2.09KNew |
$204K - $217K
|
2.09K
$225K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
88New |
$8.58K - $9.1K
|
88
$9.46K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-143- 6.2% |
$13.9K - $14.8K
|
2.16K
$233K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.86K- 34.82% |
$278K - $295K
|
5.35K
$575K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-973- 28.31% |
$94.8K - $101K
|
2.46K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$104K - $110K
|
1.07K
$115K
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
553+ 23.56% |
$53.9K - $57.2K
|
2.9K
$312K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2KNew |
$195K - $207K
|
2K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$271K - $287K
|
2.78K
$299K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.22KNew |
$216K - $230K
|
2.22K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.37K+ 171.35% |
$523K - $556K
|
8.5K
$915K
|