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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$2.13M - $2.26M
|
21.9K
$2.35M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
372New |
$36.3K - $38.5K
|
372
$40K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.88K+ 229.17% |
$281K - $298K
|
4.14K
$445K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.74K+ 28.5% |
$170K - $180K
|
7.86K
$845K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-810- 7.45% |
$78.9K - $83.8K
|
10.1K
$1.08M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
296+ 3.56% |
$28.8K - $30.6K
|
8.61K
$926K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.15% |
$487 - $517
|
3.43K
$369K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.3K- 71.33% |
$2.27M - $2.41M
|
9.38K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
75New |
$7.31K - $7.76K
|
75
$8.07K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-15- 0.56% |
$1.46K - $1.55K
|
2.67K
$287K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
65+ 8.2% |
$6.33K - $6.72K
|
858
$92.3K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-315- 37.23% |
$30.7K - $32.6K
|
531
$57.1K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-311- 6.61% |
$30.3K - $32.2K
|
4.39K
$472K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.08% |
$292 - $310
|
3.64K
$391K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
845New |
$82.4K - $87.4K
|
845
$90.9K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
266New |
$25.9K - $27.5K
|
266
$28.6K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.4KNew |
$1.4M - $1.49M
|
14.4K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$195K - $207K
|
2K
$215K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.83KNew |
$178K - $189K
|
1.83K
$196K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.51% |
$292 - $310
|
592
$63.7K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.34% |
$390 - $414
|
1.19K
$128K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.66K- 11.84% |
$454K - $482K
|
34.7K
$3.73M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.87KNew |
$279K - $296K
|
2.87K
$308K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 4.71% |
$1.56K - $1.66K
|
324
$34.8K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-174- 4.09% |
$17K - $18K
|
4.08K
$439K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.53K+ 29.39% |
$247K - $262K
|
11.1K
$1.2M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 7.18% |
$40.9K - $43.4K
|
5.43K
$584K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.69KNew |
$359K - $381K
|
3.69K
$396K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-811- 10.41% |
$79K - $83.9K
|
6.98K
$751K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.35% |
$2.05K - $2.17K
|
1.58K
$170K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.8K- 58.65% |
$565K - $600K
|
4.09K
$440K
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$212K - $225K
|
2.18K
$234K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.27KNew |
$222K - $235K
|
2.27K
$244K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 38.65% |
$165K - $176K
|
2.69K
$290K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
991+ 8.52% |
$96.6K - $103K
|
12.6K
$1.36M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
357+ 2.54% |
$34.8K - $36.9K
|
14.4K
$1.55M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
272+ 1.05% |
$26.5K - $28.1K
|
26.2K
$2.81M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.11KNew |
$498K - $528K
|
5.11K
$549K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.49KNew |
$340K - $361K
|
3.49K
$375K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$487 - $517
|
5
$538
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.94% |
$24.4K - $25.9K
|
8.25K
$888K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
162+ 8.86% |
$15.8K - $16.8K
|
1.99K
$214K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$254K - $270K
|
2.61K
$280K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$1.56K - $1.66K
|
16
$1.72K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.66% |
$2.44K - $2.59K
|
3.75K
$404K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.67KNew |
$748K - $794K
|
7.67K
$825K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.8KNew |
$760K - $807K
|
7.8K
$839K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
80New |
$7.8K - $8.28K
|
80
$8.6K
|
|
Q3 2024 | |||||||
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-349- 2.72% |
$31.3K - $35.2K
|
12.5K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.19K- 0.52% |
$107K - $120K
|
230K
$24.7M
|