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 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3.15KClosed |
$219K - $248K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-600- 8.75% |
$41.8K - $47.2K
|
6.26K
$646K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
480New |
$33.5K - $37.8K
|
480
$49.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-66Closed |
$4.6K - $5.19K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
CALL |
-200Closed |
$13.9K - $15.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.27KClosed |
$228K - $257K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-25.7KClosed |
$1.79M - $2.02M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-400- 6.16% |
$27.9K - $31.5K
|
6.09K
$630K
|
|
| Q4 2021 | |||||||
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.68KNew |
$191K - $211K
|
2.68K
$277K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-251Closed |
$17.8K - $19.7K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
45New |
$3.2K - $3.54K
|
45
$4.65K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.1KNew |
$719K - $796K
|
10.1K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-241Closed |
$17.1K - $19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.92KClosed |
$633K - $701K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.21KNew |
$157K - $174K
|
2.21K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-800Closed |
$56.8K - $62.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
19New |
$1.35K - $1.49K
|
19
$1.96K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
400New |
$28.4K - $31.5K
|
400
$41.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-101Closed |
$7.18K - $7.94K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.45KClosed |
$458K - $507K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-112Closed |
$7.96K - $8.81K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
160New |
$11.3K - $12K
|
160
$16.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.05KClosed |
$74K - $78.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.39KNew |
$522K - $554K
|
7.39K
$763K
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.05KClosed |
$203K - $217K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-94Closed |
$6.27K - $6.68K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-3.25KClosed |
$217K - $231K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-652Closed |
$43.5K - $46.3K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.05KClosed |
$203K - $216K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-4KClosed |
$267K - $284K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.13KClosed |
$258K - $275K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.38KClosed |
$273K - $291K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2KNew |
$125K - $133K
|
2K
$207K
|
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-12.7KClosed |
$792K - $843K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.03KClosed |
$64K - $68.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-941Closed |
$51.3K - $59.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-180Closed |
$9.82K - $11.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.17KNew |
$118K - $137K
|
2.17K
$224K
|
|
| Q3 2020 | |||||||
|
Dec 19, 2024
Q3 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.92K- 12.85% |
$155K - $177K
|
19.8K
$2.04M
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-24Closed |
$1.27K - $1.45K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146Closed |
$7.74K - $8.85K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-142Closed |
$7.53K - $8.61K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-106- 1.48% |
$4.55K - $5.76K
|
7.06K
$729K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-30Closed |
$1.29K - $1.63K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.52KNew |
$280K - $354K
|
6.52K
$673K
|
|
|
Aug 12, 2020
Q2 2020
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6.84KClosed |
$293K - $372K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-750Closed |
$32.2K - $40.8K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26.8KClosed |
$1.15M - $1.46M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-633Closed |
$27.2K - $34.4K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-940Closed |
$40.3K - $51.1K
|
0
$0
|
|