Purchases and Sales Made in Q2 2025 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q2 2025. 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 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-235- 6.82% |
$20K - $25.3K
|
3.21K
$371K
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-250- 8.43% |
$21.2K - $27K
|
2.71K
$313K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-279- 43.87% |
$23.7K - $30.1K
|
357
$41.2K
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-285- 2.18% |
$24.2K - $30.7K
|
12.8K
$1.48M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-299- 8.19% |
$25.4K - $32.2K
|
3.35K
$387K
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-317- 1.19% |
$26.9K - $34.2K
|
26.4K
$3.04M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-331- 8.02% |
$28.1K - $35.7K
|
3.8K
$438K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-350- 31.96% |
$29.7K - $37.7K
|
745
$86K
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-363- 1.38% |
$30.8K - $39.1K
|
26K
$3M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-372- 6.92% |
$31.6K - $40.1K
|
5K
$577K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-398- 4.66% |
$33.8K - $42.9K
|
8.14K
$940K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-399- 2.24% |
$33.9K - $43K
|
17.4K
$2.01M
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-416- 78.34% |
$35.3K - $44.8K
|
115
$13.3K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-418- 0.41% |
$35.5K - $45.1K
|
100K
$11.6M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-433- 0.12% |
$36.8K - $46.7K
|
364K
$42.1M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-440- 1.15% |
$37.4K - $47.4K
|
37.9K
$4.38M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-500- 0.98% |
$42.5K - $53.9K
|
50.4K
$5.82M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-507- 1.85% |
$43.1K - $54.7K
|
26.8K
$3.1M
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-530- 0.78% |
$45K - $57.1K
|
67K
$7.74M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-574- 5.87% |
$48.8K - $61.9K
|
9.21K
$1.06M
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-577- 3.72% |
$49K - $62.2K
|
14.9K
$1.72M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-620- 15.82% |
$52.7K - $66.8K
|
3.3K
$381K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-735- 7.39% |
$62.4K - $79.2K
|
9.21K
$1.06M
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-794- 1.89% |
$67.5K - $85.6K
|
41.1K
$4.75M
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-800- 4.07% |
$68K - $86.2K
|
18.9K
$2.18M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-826- 1.22% |
$70.2K - $89.1K
|
66.9K
$7.73M
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-913- 1.17% |
$77.6K - $98.4K
|
77.3K
$8.92M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-918- 5.81% |
$78K - $99K
|
14.9K
$1.72M
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-951- 89.89% |
$80.8K - $103K
|
107
$12.4K
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-953- 2.16% |
$81K - $103K
|
43.1K
$4.98M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-972- 26.57% |
$82.6K - $105K
|
2.69K
$310K
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.04K- 13.15% |
$88.3K - $112K
|
6.86K
$792K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.07K- 16.18% |
$90.5K - $115K
|
5.52K
$637K
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.22K- 1.03% |
$104K - $132K
|
118K
$13.6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 0.84% |
$105K - $133K
|
146K
$16.9M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.27K- 36.95% |
$108K - $137K
|
2.16K
$250K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 5.75% |
$118K - $150K
|
22.8K
$2.63M
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.47K- 33.52% |
$125K - $158K
|
2.91K
$336K
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.53K- 33.87% |
$130K - $165K
|
2.98K
$344K
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.56K- 9.74% |
$132K - $168K
|
14.4K
$1.67M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.72K- 3.36% |
$146K - $185K
|
49.3K
$5.69M
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.86K- 29.67% |
$158K - $200K
|
4.4K
$508K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.27K- 18.23% |
$193K - $245K
|
10.2K
$1.17M
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.27K- 1.27% |
$193K - $245K
|
177K
$20.5M
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.35K- 43.72% |
$200K - $253K
|
3.02K
$349K
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.69K- 29.71% |
$228K - $290K
|
6.36K
$734K
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.83K- 42.0% |
$240K - $305K
|
3.9K
$451K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.49K- 2.34% |
$296K - $376K
|
145K
$16.8M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.51K- 6.0% |
$298K - $379K
|
55K
$6.35M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.79K- 91.52% |
$322K - $409K
|
351
$40.5K
|