Purchases and Sales Made in Q1 2023 in Ishares Tr Global 100 ETF (IOO)

IOO Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL 100 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
556K
New
$35.3M - $38.9M
556K $57.4M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
438K
New
$27.8M - $30.7M
438K $45.2M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
115K
New
$7.29M - $8.03M
115K $11.8M
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
102K
+ 6849.6%
$6.49M - $7.15M
104K $10.7M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
92K
+ 129.93%
$5.85M - $6.45M
163K $16.8M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
91.1K
+ 45.77%
$5.79M - $6.38M
290K $30M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
66K
+ 709.48%
$4.19M - $4.62M
75.2K $7.77M
Apr 21, 2023 Q1 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
64.9K
+ 369.89%
$4.12M - $4.54M
82.4K $8.51M
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
50K
New
$3.18M - $3.5M
50K $5.16M
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
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
19.2K
+ 19.21%
$1.22M - $1.35M
119K $12.3M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
18.3K
+ 54.71%
$1.16M - $1.28M
51.8K $5.35M
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
18.2K
+ 3.38%
$1.16M - $1.28M
557K $57.6M
May 10, 2023 Q1 2023
Waddell & Associates, LLC

BUY
 -
17.1K
+ 4.87%
$1.09M - $1.2M
368K $38M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
14.5K
New
$920K - $1.01M
14.5K $1.49M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
14.3K
New
$906K - $999K
14.3K $1.47M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
14K
New
$892K - $983K
14K $1.45M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
12.7K
New
$805K - $887K
12.7K $1.31M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
11.6K
+ 8.01%
$736K - $811K
156K $16.1M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
11.3K
New
$717K - $791K
11.3K $1.17M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
11.3K
+ 13.31%
$715K - $788K
95.8K $9.9M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
9.87K
+ 2.01%
$627K - $691K
500K $51.6M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
8.49K
+ 18.15%
$540K - $595K
55.3K $5.71M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
8.46K
+ 16.11%
$538K - $593K
61K $6.3M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.56K
New
$480K - $529K
7.56K $781K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
7.39K
New
$470K - $518K
7.39K $763K
Apr 20, 2023 Q1 2023
Kaye Capital Management

El Segundo, CA
BUY
 -
7.22K
+ 9.81%
$459K - $506K
80.8K $8.35M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.98K
+ 5.47%
$444K - $489K
135K $13.9M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
6.28K
+ 6.96%
$399K - $440K
96.5K $9.97M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
6.07K
+ 220.23%
$385K - $425K
8.82K $911K
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
5.64K
+ 168.23%
$359K - $395K
9K $930K
Apr 10, 2023 Q1 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
5.63K
+ 3.95%
$358K - $394K
148K $15.3M
Apr 18, 2023 Q1 2023
Flagship Private Wealth, LLC

BUY
 -
4.92K
+ 5.14%
$312K - $344K
101K $10.4M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.65K
New
$295K - $325K
4.65K $480K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.64K
New
$295K - $325K
4.64K $480K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
4.25K
+ 1.69%
$270K - $298K
256K $26.4M
May 22, 2023 Q1 2023
Whelan Financial

BUY
 -
3.99K
+ 22.79%
$254K - $280K
21.5K $2.22M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.9K
+ 8.76%
$248K - $274K
48.5K $5.01M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
3.9K
New
$248K - $273K
3.9K $403K
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
3.7K
+ 72.35%
$235K - $259K
8.82K $911K
May 03, 2023 Q1 2023
Adell Harriman & Carpenter Inc

BUY
 -
3.45K
New
$219K - $242K
3.45K $356K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.35K
New
$213K - $234K
3.35K $346K
May 05, 2023 Q1 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
2.94K
New
$187K - $206K
2.94K $304K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
2.9K
New
$184K - $203K
2.9K $299K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
2.89K
New
$184K - $202K
2.89K $299K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.69K
+ 11.16%
$171K - $188K
26.7K $2.76M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
2.34K
+ 6.55%
$149K - $164K
38.1K $3.94M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
2.12K
+ 3.58%
$135K - $149K
61.4K $6.34M
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.49K
New
$94.7K - $104K
1.49K $154K

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