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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-261- 0.7% |
$19K - $20.4K
|
37K
$3.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.44K- 55.94% |
$615K - $659K
|
6.65K
$715K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
162New |
$11.4K - $12.3K
|
162
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-32.2K- 99.37% |
$2.26M - $2.45M
|
203
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7.5K- 59.64% |
$527K - $571K
|
5.08K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63KNew |
$185K - $201K
|
2.63K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-624- 42.22% |
$43.9K - $47.5K
|
854
$91.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
404New |
$28.4K - $30.8K
|
404
$43.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-642- 17.0% |
$45.1K - $48.9K
|
3.13K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
90New |
$6.33K - $6.86K
|
90
$9.68K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-78- 28.06% |
$5.48K - $5.94K
|
200
$21.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
185New |
$13K - $14.1K
|
185
$19.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
510New |
$35.9K - $38.9K
|
510
$54.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200New |
$14.1K - $15.2K
|
200
$21.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.28KNew |
$301K - $326K
|
4.28K
$460K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
167+ 1284.62% |
$10.6K - $11.7K
|
180
$19.4K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.35KNew |
$213K - $234K
|
3.35K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.3KNew |
$906K - $999K
|
14.3K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-476- 12.55% |
$30.3K - $33.3K
|
3.32K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.56KNew |
$480K - $529K
|
7.56K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
38.2K+ 693.72% |
$2.43M - $2.68M
|
43.7K
$4.7M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.64KNew |
$295K - $325K
|
4.64K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
200New |
$12.7K - $14K
|
200
$21.5K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 58.62% |
$1.08K - $1.19K
|
12
$1.29K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.16K- 8.39% |
$328K - $362K
|
56.3K
$6.06M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$36.2K - $39.9K
|
569
$61.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$31.8K - $35K
|
500
$53.8K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.07K+ 220.23% |
$385K - $425K
|
8.82K
$948K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
504New |
$30.1K - $34.3K
|
504
$54.2K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-162- 4.62% |
$9.68K - $11K
|
3.35K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44K- 96.17% |
$2.63M - $3M
|
1.75K
$188K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$9.26K - $10.6K
|
155
$16.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.22KNew |
$192K - $219K
|
3.22K
$346K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-104- 1.11% |
$6.21K - $7.08K
|
9.31K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.68% |
$299 - $341
|
742
$79.8K
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
11.5K+ 21.28% |
$689K - $786K
|
65.7K
$7.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$199K - $227K
|
3.34K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
4.61KNew |
$275K - $314K
|
4.61K
$496K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.1KNew |
$604K - $689K
|
10.1K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.27KNew |
$76.1K - $86.8K
|
1.27K
$137K
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-21K- 13.33% |
$1.25M - $1.43M
|
136K
$14.7M
|
|
| Q3 2022 | |||||||
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12KNew |
$715K - $859K
|
12K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-3.48K- 99.71% |
$207K - $249K
|
10
$1.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200New |
$11.9K - $14.3K
|
200
$21.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
119+ 2.31% |
$7.08K - $8.5K
|
5.28K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38New |
$2.26K - $2.72K
|
38
$4.09K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
446New |
$26.5K - $31.9K
|
446
$48K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.52KNew |
$388K - $466K
|
6.52K
$701K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
407New |
$24.2K - $29.1K
|
407
$43.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.86KNew |
$587K - $704K
|
9.86K
$1.06M
|
|