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 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 25.68% |
$327K - $415K
|
11.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-4K- 15.35% |
$339K - $431K
|
22K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5K- 57.04% |
$425K - $539K
|
3.77K
$435K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.33K- 4.34% |
$453K - $574K
|
117K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.08K- 51.85% |
$516K - $655K
|
5.64K
$651K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.79K- 6.17% |
$577K - $732K
|
103K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-8.1K- 17.77% |
$688K - $873K
|
37.5K
$4.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.33K- 49.94% |
$708K - $898K
|
8.35K
$964K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-8.51K- 31.39% |
$723K - $918K
|
18.6K
$2.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.1K- 8.58% |
$940K - $1.19M
|
118K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14.5K- 12.02% |
$1.23M - $1.57M
|
106K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.8K- 12.82% |
$1.26M - $1.59M
|
101K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.6K- 7.94% |
$1.32M - $1.68M
|
180K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.5K- 45.75% |
$1.4M - $1.78M
|
19.5K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.7K- 9.52% |
$1.42M - $1.8M
|
159K
$18.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-19.9K- 34.07% |
$1.69M - $2.15M
|
38.6K
$4.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.2K- 5.28% |
$1.72M - $2.18M
|
363K
$41.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.7K- 2.32% |
$1.84M - $2.34M
|
915K
$106M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-23K- 85.12% |
$1.95M - $2.48M
|
4.02K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-29.3K- 59.59% |
$2.49M - $3.15M
|
19.8K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-29.7K- 51.54% |
$2.52M - $3.2M
|
27.9K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.7K- 82.85% |
$2.78M - $3.53M
|
6.77K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.1K- 12.57% |
$2.98M - $3.78M
|
244K
$28.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.7K- 29.76% |
$3.03M - $3.85M
|
84.3K
$9.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37.7K- 3.27% |
$3.21M - $4.07M
|
1.12M
$129M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.9K- 20.59% |
$3.3M - $4.19M
|
150K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.5K- 1.77% |
$4.46M - $5.65M
|
2.9M
$335M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-53.9K- 52.45% |
$4.58M - $5.81M
|
48.9K
$5.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-56.6K- 93.88% |
$4.81M - $6.11M
|
3.69K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-62.4K- 38.64% |
$5.3M - $6.73M
|
99.1K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-66.2K- 95.59% |
$5.62M - $7.14M
|
3.06K
$353K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66.6K- 57.45% |
$5.65M - $7.18M
|
49.3K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-68.1K- 42.12% |
$5.78M - $7.34M
|
93.5K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-114K- 93.44% |
$9.72M - $12.3M
|
8.04K
$928K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-136K- 75.2% |
$11.6M - $14.7M
|
45K
$5.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-156K- 92.78% |
$13.3M - $16.8M
|
12.2K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-180K- 39.51% |
$15.3M - $19.4M
|
275K
$31.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-360K- 92.32% |
$30.6M - $38.8M
|
30K
$3.46M
|