Purchases and Sales Made in Q3 2022 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.27K+ 163.88% |
$135K - $162K
|
3.66K
$361K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 3.29% |
$130K - $156K
|
68.6K
$6.76M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.92K+ 87.4% |
$114K - $137K
|
4.12K
$407K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 10.99% |
$105K - $126K
|
17.9K
$1.76M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.53KNew |
$90.8K - $109K
|
1.53K
$150K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 33.64% |
$82.3K - $98.8K
|
5.49K
$542K
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.23K+ 21.38% |
$73.3K - $88K
|
6.99K
$690K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 2.36% |
$59.5K - $71.5K
|
43.4K
$4.28M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
970+ 1.11% |
$57.7K - $69.3K
|
88.4K
$8.72M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
857+ 10.75% |
$51K - $61.2K
|
8.83K
$871K
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
780+ 3.88% |
$46.4K - $55.7K
|
20.9K
$2.06M
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
681+ 1.32% |
$40.5K - $48.7K
|
52.2K
$5.15M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
585+ 5.72% |
$34.8K - $41.8K
|
10.8K
$1.07M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
548+ 0.68% |
$32.6K - $39.2K
|
80.9K
$7.98M
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
BUY
|
- |
532+ 0.99% |
$31.7K - $38K
|
54.2K
$5.35M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
530New |
$31.5K - $37.9K
|
530
$52.3K
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500+ 1.26% |
$29.8K - $35.7K
|
40.3K
$3.98M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
500New |
$29.8K - $35.7K
|
500
$49.3K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
453+ 226.5% |
$27K - $32.4K
|
653
$64.4K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
446New |
$26.5K - $31.9K
|
446
$44K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
430New |
$25.6K - $30.7K
|
430
$42.4K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
407New |
$24.2K - $29.1K
|
407
$40.2K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
337New |
$20.1K - $24.1K
|
337
$33.2K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
293+ 1.26% |
$17.4K - $20.9K
|
23.6K
$2.32M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
292New |
$17.4K - $20.9K
|
292
$28.8K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
226+ 4.48% |
$13.5K - $16.1K
|
5.27K
$520K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
203+ 0.92% |
$12.1K - $14.5K
|
22.2K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
200New |
$11.9K - $14.3K
|
200
$19.7K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
192+ 0.72% |
$11.4K - $13.7K
|
27K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
150+ 0.82% |
$8.93K - $10.7K
|
18.5K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
119+ 2.31% |
$7.08K - $8.5K
|
5.28K
$521K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109+ 1.87% |
$6.49K - $7.79K
|
5.95K
$587K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 0.47% |
$5.89K - $7.07K
|
21K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
83+ 2.42% |
$4.94K - $5.93K
|
3.51K
$346K
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
83+ 0.13% |
$4.94K - $5.93K
|
64.6K
$6.38M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
75+ 6.83% |
$4.46K - $5.36K
|
1.17K
$116K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
72+ 0.94% |
$4.29K - $5.15K
|
7.69K
$759K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
46+ 0.44% |
$2.74K - $3.29K
|
10.6K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38New |
$2.26K - $2.72K
|
38
$3.75K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32+ 2.21% |
$1.9K - $2.29K
|
1.48K
$146K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4- 0.61% |
$238 - $286
|
656
$64.7K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 1.12% |
$1.07K - $1.29K
|
1.59K
$157K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20- 0.05% |
$1.19K - $1.43K
|
39.9K
$3.93M
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 0.31% |
$1.37K - $1.64K
|
7.35K
$725K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52- 0.07% |
$3.1K - $3.72K
|
72.9K
$7.19M
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-73- 1.01% |
$4.34K - $5.22K
|
7.19K
$709K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-74- 1.12% |
$4.4K - $5.29K
|
6.51K
$642K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-79- 1.81% |
$4.7K - $5.65K
|
4.29K
$424K
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-100- 0.79% |
$5.95K - $7.15K
|
12.6K
$1.24M
|