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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
218New |
$15.5K - $17.6K
|
218
$22.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$14.2K - $16.1K
|
200
$20.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$7.1K - $8.07K
|
100
$10.3K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
65New |
$4.61K - $5.24K
|
65
$6.71K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-153- 1.8% |
$10.9K - $12.3K
|
8.33K
$860K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.95KNew |
$209K - $238K
|
2.95K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.59K+ 49.03% |
$681K - $774K
|
29.2K
$3.01M
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.39K+ 100.96% |
$612K - $655K
|
16.7K
$1.72M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-924- 28.35% |
$67.4K - $72.1K
|
2.34K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.76KNew |
$347K - $371K
|
4.76K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116New |
$8.46K - $9.05K
|
116
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-7K- 71.93% |
$510K - $546K
|
2.73K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10New |
$729 - $781
|
10
$1.03K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
593+ 2.14% |
$43.2K - $46.3K
|
28.3K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$230K - $246K
|
3.15K
$326K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-261- 0.7% |
$19K - $20.4K
|
37K
$3.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6+ 0.05% |
$438 - $468
|
11.3K
$1.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.44K- 55.94% |
$615K - $659K
|
6.65K
$687K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.67KNew |
$560K - $599K
|
7.67K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-175- 4.73% |
$12.8K - $13.7K
|
3.53K
$364K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
162New |
$11.4K - $12.3K
|
162
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-32.2K- 99.37% |
$2.26M - $2.45M
|
203
$21K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7.5K- 59.64% |
$527K - $571K
|
5.08K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63KNew |
$185K - $201K
|
2.63K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.66KNew |
$187K - $202K
|
2.66K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.38KNew |
$308K - $333K
|
4.38K
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-624- 42.22% |
$43.9K - $47.5K
|
854
$88.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
404New |
$28.4K - $30.8K
|
404
$41.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-642- 17.0% |
$45.1K - $48.9K
|
3.13K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.7KNew |
$890K - $964K
|
12.7K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
90New |
$6.33K - $6.86K
|
90
$9.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 28.06% |
$5.48K - $5.94K
|
200
$20.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
185New |
$13K - $14.1K
|
185
$19.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
510New |
$35.9K - $38.9K
|
510
$52.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200New |
$14.1K - $15.2K
|
200
$20.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.28KNew |
$301K - $326K
|
4.28K
$442K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
167+ 1284.62% |
$10.6K - $11.7K
|
180
$18.6K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$213K - $234K
|
3.35K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.3KNew |
$906K - $999K
|
14.3K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-476- 12.55% |
$30.3K - $33.3K
|
3.32K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.9KNew |
$184K - $203K
|
2.9K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$480K - $529K
|
7.56K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
38.2K+ 693.72% |
$2.43M - $2.68M
|
43.7K
$4.51M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.64KNew |
$295K - $325K
|
4.64K
$480K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
200New |
$12.7K - $14K
|
200
$20.7K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 58.62% |
$1.08K - $1.19K
|
12
$1.24K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.16K- 8.39% |
$328K - $362K
|
56.3K
$5.82M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$31.8K - $35K
|
500
$51.7K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$36.2K - $39.9K
|
569
$58.8K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.07K+ 220.23% |
$385K - $425K
|
8.82K
$911K
|
|