Purchases and Sales Made in Q2 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
312+ 40.84% |
$26.6K - $30.4K
|
1.08K
$111K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
276New |
$23.5K - $26.9K
|
276
$28.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
274+ 0.17% |
$23.3K - $26.7K
|
159K
$16.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
213+ 0.93% |
$18.1K - $20.8K
|
23K
$2.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
213New |
$18.1K - $20.8K
|
213
$22K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
209+ 4.77% |
$17.8K - $20.4K
|
4.59K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 3.36% |
$17K - $19.5K
|
6.15K
$635K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
161+ 1.26% |
$13.7K - $15.7K
|
13K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
125+ 3.44% |
$10.7K - $12.2K
|
3.76K
$388K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
125+ 328.95% |
$10.7K - $12.2K
|
163
$16.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
123+ 2.51% |
$10.5K - $12K
|
5.02K
$518K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
116+ 1.57% |
$9.88K - $11.3K
|
7.53K
$777K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
110New |
$9.37K - $10.7K
|
110
$11.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
108+ 0.58% |
$9.2K - $10.5K
|
18.7K
$1.93M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
96+ 2.13% |
$8.18K - $9.36K
|
4.6K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
81New |
$6.9K - $7.89K
|
81
$8.37K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81New |
$6.9K - $7.89K
|
81
$8.37K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79New |
$6.73K - $7.7K
|
79
$8.16K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
75+ 1.17% |
$6.39K - $7.31K
|
6.48K
$669K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 1.03% |
$5.28K - $6.04K
|
6.05K
$625K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59+ 22.87% |
$5.03K - $5.75K
|
317
$32.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
59+ 22.96% |
$5.03K - $5.75K
|
316
$32.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.63% |
$4K - $4.58K
|
7.45K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33+ 0.45% |
$2.81K - $3.22K
|
7.31K
$755K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
30+ 14.71% |
$2.56K - $2.92K
|
234
$24.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
22+ 0.68% |
$1.87K - $2.14K
|
3.24K
$334K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$1.28K - $1.46K
|
4.93K
$509K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.66% |
$1.19K - $1.36K
|
2.14K
$221K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.45% |
$1.02K - $1.17K
|
2.68K
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10New |
$852 - $975
|
10
$1.03K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 0.59% |
$596 - $682
|
1.2K
$124K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5+ 0.17% |
$426 - $487
|
2.96K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.68% |
$341 - $390
|
589
$60.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4+ 0.62% |
$341 - $390
|
650
$67.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.59% |
$170 - $195
|
340
$35.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$170 - $195
|
3.44K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 1.23% |
$85.2 - $97.5
|
82
$8.47K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$85.2 - $97.5
|
4.96K
$512K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$85.2 - $97.5
|
1
$103
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16- 6.5% |
$1.36K - $1.56K
|
230
$23.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18- 0.17% |
$1.53K - $1.75K
|
10.9K
$1.12M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-24- 0.47% |
$2.05K - $2.34K
|
5.05K
$522K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 0.19% |
$2.47K - $2.83K
|
15.4K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.34% |
$3.41K - $3.9K
|
11.7K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-50- 1.49% |
$4.26K - $4.87K
|
3.3K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-82- 0.7% |
$6.99K - $7.99K
|
11.7K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-94- 1.09% |
$8.01K - $9.16K
|
8.56K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-100- 3.09% |
$8.52K - $9.75K
|
3.13K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-119- 4.45% |
$10.1K - $11.6K
|
2.56K
$264K
|