Purchases and Sales Made in Q1 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q1 2024. 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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.99K+ 35.02% |
$316K - $357K
|
15.4K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.64KNew |
$288K - $325K
|
3.64K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.56K+ 2.36% |
$281K - $318K
|
154K
$15.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.42K+ 15.87% |
$271K - $306K
|
25K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.84K+ 14.26% |
$224K - $254K
|
22.7K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.78KNew |
$220K - $248K
|
2.78K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.68KNew |
$212K - $239K
|
2.68K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65K+ 7.21% |
$209K - $237K
|
39.4K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.6KNew |
$206K - $233K
|
2.6K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$203K - $229K
|
2.56K
$265K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.52K+ 10.95% |
$199K - $225K
|
25.5K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 87.77% |
$196K - $222K
|
5.3K
$547K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.45KNew |
$194K - $219K
|
2.45K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.44KNew |
$193K - $218K
|
2.44K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.43KNew |
$192K - $217K
|
2.43K
$251K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
2.36KNew |
$187K - $211K
|
2.36K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.24KNew |
$177K - $200K
|
2.24K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.23K+ 10.85% |
$177K - $200K
|
22.8K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.19K+ 15.47% |
$173K - $196K
|
16.4K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.19K+ 6.24% |
$173K - $196K
|
37.3K
$3.85M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.17K+ 22.56% |
$172K - $194K
|
11.8K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.92K+ 4.87% |
$152K - $171K
|
41.3K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.88K+ 2.63% |
$149K - $168K
|
73.5K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.87K+ 24.37% |
$148K - $167K
|
9.53K
$985K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.83K+ 623.47% |
$145K - $164K
|
2.13K
$220K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.83KNew |
$145K - $164K
|
1.83K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.75K+ 40.49% |
$139K - $157K
|
6.08K
$628K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 5.02% |
$124K - $140K
|
32.7K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.43K+ 7.06% |
$113K - $127K
|
21.6K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.42K+ 38.33% |
$112K - $127K
|
5.12K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.35K+ 47.45% |
$107K - $121K
|
4.2K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 11.04% |
$103K - $116K
|
13K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1.23K+ 2.45% |
$97.1K - $110K
|
51.3K
$5.3M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
913+ 17.85% |
$72.2K - $81.7K
|
6.03K
$623K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
840+ 2.07% |
$66.5K - $75.1K
|
41.3K
$4.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
745+ 0.6% |
$59K - $66.6K
|
124K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
720+ 17.25% |
$57K - $64.4K
|
4.9K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
552New |
$43.7K - $49.4K
|
552
$57K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
538+ 6.85% |
$42.6K - $48.1K
|
8.4K
$867K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
531+ 8.42% |
$42K - $47.5K
|
6.83K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
493+ 0.27% |
$39K - $44.1K
|
184K
$19M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
413+ 117.66% |
$32.7K - $36.9K
|
764
$78.9K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
409+ 0.97% |
$32.4K - $36.6K
|
42.4K
$4.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
409+ 10.3% |
$32.4K - $36.6K
|
4.38K
$452K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
338New |
$26.7K - $30.2K
|
338
$34.9K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
325+ 3.54% |
$25.7K - $29.1K
|
9.52K
$983K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315New |
$24.9K - $28.2K
|
315
$32.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$23.7K - $26.8K
|
300
$31K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
290+ 7.88% |
$22.9K - $25.9K
|
3.97K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
258New |
$20.4K - $23.1K
|
258
$26.7K
|