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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-156- 3.15% |
$9.92K - $10.9K
|
4.8K
$474K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-167- 92.78% |
$10.6K - $11.7K
|
13
$1.28K
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-181- 2.79% |
$11.5K - $12.7K
|
6.3K
$621K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-201- 3.99% |
$12.8K - $14.1K
|
4.83K
$477K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-209- 1.72% |
$13.3K - $14.6K
|
11.9K
$1.17M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-210- 0.63% |
$13.3K - $14.7K
|
33.1K
$3.27M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-278- 1.45% |
$17.7K - $19.5K
|
18.9K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-309- 0.61% |
$19.6K - $21.6K
|
50.1K
$4.94M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-385- 1.22% |
$24.5K - $27K
|
31.1K
$3.07M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-386- 0.7% |
$24.5K - $27K
|
54.4K
$5.37M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-427- 1.6% |
$27.1K - $29.9K
|
26.2K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-476- 12.55% |
$30.3K - $33.3K
|
3.32K
$327K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-576- 70.59% |
$36.6K - $40.4K
|
240
$23.7K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-598- 1.34% |
$38K - $41.9K
|
44K
$4.34M
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-629- 1.1% |
$40K - $44.1K
|
56.3K
$5.55M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-701- 0.69% |
$44.6K - $49.1K
|
101K
$10M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-709- 5.09% |
$45.1K - $49.7K
|
13.2K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-800- 12.67% |
$50.8K - $56K
|
5.51K
$544K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-812- 34.06% |
$51.6K - $56.9K
|
1.57K
$155K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-903- 1.05% |
$57.4K - $63.3K
|
85.3K
$8.41M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 5.02% |
$66.1K - $72.9K
|
19.7K
$1.94M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.09K- 4.91% |
$69.4K - $76.5K
|
21.1K
$2.09M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 73.54% |
$70.7K - $77.9K
|
400
$39.5K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 23.81% |
$72.8K - $80.2K
|
3.66K
$361K
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.17K- 0.6% |
$74.2K - $81.8K
|
193K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 0.52% |
$83.5K - $92.1K
|
251K
$24.7M
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.46K- 2.98% |
$92.7K - $102K
|
47.4K
$4.68M
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.5K- 6.7% |
$95.5K - $105K
|
20.9K
$2.06M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.17K- 22.96% |
$138K - $152K
|
7.29K
$719K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 95.9% |
$159K - $175K
|
107
$10.6K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.6K- 7.43% |
$165K - $182K
|
32.4K
$3.2M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.02K- 17.54% |
$192K - $211K
|
14.2K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.04K- 7.68% |
$193K - $213K
|
36.5K
$3.6M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.07K- 7.32% |
$195K - $215K
|
38.8K
$3.83M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.34K- 2.68% |
$212K - $234K
|
121K
$12M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.36K- 11.31% |
$213K - $235K
|
26.3K
$2.6M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.51K- 2.27% |
$223K - $246K
|
151K
$14.9M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.7K- 4.91% |
$235K - $259K
|
71.6K
$7.06M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.16K- 8.39% |
$328K - $362K
|
56.3K
$5.55M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.58K- 3.64% |
$418K - $461K
|
174K
$17.2M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.8K- 99.05% |
$432K - $476K
|
65
$6.41K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.5K- 7.74% |
$476K - $525K
|
89.4K
$8.82M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-11.1K- 30.12% |
$705K - $777K
|
25.7K
$2.54M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.5K- 15.46% |
$1.05M - $1.16M
|
90.2K
$8.9M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 5.67% |
$1.16M - $1.28M
|
304K
$30M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18.6K- 15.66% |
$1.18M - $1.31M
|
100K
$9.9M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20K- 17.48% |
$1.27M - $1.4M
|
94.5K
$9.32M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22K- 31.44% |
$1.4M - $1.54M
|
47.9K
$4.73M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25K- 49.7% |
$1.59M - $1.75M
|
25.3K
$2.5M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-48.2K- 80.44% |
$3.07M - $3.38M
|
11.7K
$1.16M
|