Purchases and Sales Made in Q1 2023 in Ishares Tr Global 100 ETF (IOO)
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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.33K+ 42.05% |
$84.5K - $93.2K
|
4.49K
$443K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.31K+ 0.88% |
$83.5K - $92K
|
150K
$14.8M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.2K+ 3.0% |
$76.1K - $83.9K
|
41.1K
$4.05M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.01K+ 3.77% |
$63.9K - $70.4K
|
27.7K
$2.73M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1KNew |
$63.6K - $70.1K
|
1K
$98.7K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
608+ 2.55% |
$38.6K - $42.6K
|
24.5K
$2.41M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$36.2K - $39.9K
|
569
$56.1K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
569+ 38.92% |
$36.2K - $39.9K
|
2.03K
$200K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$31.8K - $35K
|
500
$49.3K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
498+ 13.26% |
$31.7K - $34.9K
|
4.25K
$420K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
491+ 4.3% |
$31.2K - $34.4K
|
11.9K
$1.17M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
428+ 1.45% |
$27.2K - $30K
|
30K
$2.96M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
394New |
$25K - $27.6K
|
394
$38.9K
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
317+ 8.09% |
$20.1K - $22.2K
|
4.23K
$418K
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
300+ 8.25% |
$19.1K - $21K
|
3.94K
$388K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300+ 30.0% |
$19.1K - $21K
|
1.3K
$128K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
299+ 1.84% |
$19K - $20.9K
|
16.6K
$1.63M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
278New |
$17.7K - $19.5K
|
278
$27.4K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
227+ 9.73% |
$14.4K - $15.9K
|
2.56K
$253K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
209+ 1.76% |
$13.3K - $14.6K
|
12.1K
$1.2M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
200New |
$12.7K - $14K
|
200
$19.7K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
167+ 1284.62% |
$10.6K - $11.7K
|
180
$17.8K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
133+ 0.32% |
$8.45K - $9.32K
|
41.4K
$4.09M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
109+ 1.53% |
$6.93K - $7.64K
|
7.24K
$714K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
106+ 2.54% |
$6.74K - $7.43K
|
4.28K
$422K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83+ 0.2% |
$5.28K - $5.81K
|
40.8K
$4.02M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81+ 0.12% |
$5.15K - $5.67K
|
69.3K
$6.84M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 0.65% |
$4K - $4.41K
|
9.77K
$964K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
56+ 0.16% |
$3.56K - $3.92K
|
35.1K
$3.46M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
52+ 1.46% |
$3.31K - $3.64K
|
3.62K
$357K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51+ 0.28% |
$3.24K - $3.57K
|
18.3K
$1.8M
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$1.46K - $1.61K
|
10.8K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23+ 0.31% |
$1.46K - $1.61K
|
7.51K
$741K
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
18+ 0.3% |
$1.14K - $1.26K
|
6.09K
$601K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.02% |
$445 - $490
|
44.4K
$4.38M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-1- 0.02% |
$63.6 - $70.1
|
5.13K
$506K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11- 0.1% |
$699 - $771
|
11.3K
$1.11M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-16- 0.26% |
$1.02K - $1.12K
|
6.17K
$608K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 1.05% |
$1.02K - $1.12K
|
1.51K
$149K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17- 58.62% |
$1.08K - $1.19K
|
12
$1.18K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18- 0.07% |
$1.14K - $1.26K
|
27.3K
$2.7M
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 0.16% |
$1.27K - $1.4K
|
12.5K
$1.23M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37- 0.32% |
$2.35K - $2.59K
|
11.6K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-61- 0.04% |
$3.88K - $4.27K
|
169K
$16.6M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-73- 0.27% |
$4.64K - $5.11K
|
27.1K
$2.67M
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-82- 0.79% |
$5.21K - $5.74K
|
10.3K
$1.02M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-92- 2.73% |
$5.85K - $6.45K
|
3.28K
$324K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-122- 1.08% |
$7.75K - $8.55K
|
11.2K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-125- 0.82% |
$7.95K - $8.76K
|
15.1K
$1.49M
|