Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.06K
+ 2860.75%
$215K - $233K
3.17K $327K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
2.8K
+ 3.28%
$197K - $213K
88.1K $9.1M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
2.78K
New
$195K - $211K
2.78K $287K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
2.72K
New
$191K - $207K
2.72K $281K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.71K
New
$191K - $207K
2.71K $280K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
2.66K
New
$187K - $202K
2.66K $274K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.65K
New
$187K - $202K
2.65K $274K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.63K
New
$185K - $201K
2.63K $272K
Jul 26, 2023 Q2 2023
Amplius Wealth Advisors, LLC

BUY
 -
2.6K
+ 0.47%
$183K - $198K
560K $57.8M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.2K
+ 30.15%
$155K - $168K
9.49K $981K
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
1.98K
+ 3.25%
$139K - $151K
62.9K $6.5M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.95K
New
$137K - $149K
1.95K $202K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1.86K
+ 18.98%
$130K - $141K
11.6K $1.2M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.84K
+ 4.83%
$129K - $140K
39.9K $4.13M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.72K
+ 132.62%
$121K - $131K
3.02K $312K
Jul 31, 2023 Q2 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
1.61K
+ 9.69%
$113K - $122K
18.2K $1.88M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1.14K
+ 56.18%
$80.2K - $86.9K
3.17K $328K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
941
+ 1.88%
$66.2K - $71.7K
51K $5.27M
Jul 31, 2023 Q2 2023
Hudock, Inc.

BUY
 -
904
+ 1.81%
$63.6K - $68.9K
50.9K $5.26M
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
724
+ 17.1%
$50.9K - $55.2K
4.96K $512K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
698
+ 2.85%
$49.1K - $53.2K
25.2K $2.6M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
666
+ 1.63%
$46.8K - $50.7K
41.4K $4.28M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
588
+ 0.58%
$41.3K - $44.8K
102K $10.5M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
574
+ 170.33%
$40.4K - $43.7K
911 $94.1K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
510
New
$35.9K - $38.9K
510 $52.7K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
442
+ 4.08%
$31.1K - $33.7K
11.3K $1.16M
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
404
New
$28.4K - $30.8K
404 $41.7K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
391
+ 0.32%
$27.5K - $29.8K
122K $12.6M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
292
New
$20.5K - $22.2K
292 $30.2K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
264
New
$18.6K - $20.1K
264 $27.3K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
250
+ 0.64%
$17.6K - $19K
39.1K $4.04M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
206
+ 3.91%
$14.5K - $15.7K
5.48K $566K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
204
New
$14.3K - $15.5K
204 $21.1K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
200
New
$14.1K - $15.2K
200 $20.7K
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
185
New
$13K - $14.1K
185 $19.1K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
162
New
$11.4K - $12.3K
162 $16.7K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
127
+ 0.88%
$8.93K - $9.68K
14.6K $1.51M
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
124
+ 2.04%
$8.72K - $9.45K
6.22K $642K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
90
+ 0.78%
$6.33K - $6.86K
11.7K $1.2M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
90
New
$6.33K - $6.86K
90 $9.3K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
81
New
$5.7K - $6.17K
81 $8.37K
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
79
+ 0.61%
$5.56K - $6.02K
13K $1.35M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
41
+ 0.11%
$2.88K - $3.12K
36.5K $3.77M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
41
+ 0.11%
$2.88K - $3.12K
36.5K $3.77M
Aug 11, 2023 Q2 2023
Sfmg, LLC

BUY
 -
32
+ 1.01%
$2.25K - $2.44K
3.2K $330K
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
28
+ 0.45%
$1.97K - $2.13K
6.2K $640K
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
17
+ 0.16%
$1.2K - $1.3K
10.3K $1.07M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
13
+ 1.05%
$914 - $990
1.25K $129K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
12
+ 0.47%
$844 - $914
2.57K $266K

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