Purchases and Sales Made in Q3 2023 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.38M+ 760039.56% |
$101M - $108M
|
1.38M
$143M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532K+ 21.55% |
$38.8M - $41.5M
|
3M
$310M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
295K+ 1.21% |
$21.5M - $23M
|
24.7M
$2.56B
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
223K+ 290.72% |
$16.3M - $17.4M
|
300K
$31M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
188K+ 18.16% |
$13.7M - $14.7M
|
1.22M
$127M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157KNew |
$11.4M - $12.2M
|
157K
$16.2M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
90.7KNew |
$6.62M - $7.08M
|
90.7K
$9.37M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
84.2K+ 345.33% |
$6.14M - $6.57M
|
109K
$11.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.4K+ 43.26% |
$5.42M - $5.81M
|
246K
$25.4M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.4K+ 16.58% |
$4.11M - $4.4M
|
397K
$41M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.7KNew |
$3.41M - $3.65M
|
46.7K
$4.82M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.6K+ 7.69% |
$3.4M - $3.64M
|
653K
$67.4M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
43.7KNew |
$3.18M - $3.41M
|
43.7K
$4.51M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.8K+ 322.42% |
$2.98M - $3.19M
|
53.5K
$5.52M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32K+ 82.96% |
$2.33M - $2.5M
|
70.6K
$7.29M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
31.4K+ 11.29% |
$2.29M - $2.45M
|
309K
$32M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
26KNew |
$1.9M - $2.03M
|
26K
$2.68M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
23.1KNew |
$1.69M - $1.81M
|
23.1K
$2.39M
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 4.0% |
$1.63M - $1.75M
|
582K
$60.1M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.4K+ 17.69% |
$1.34M - $1.44M
|
122K
$12.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 10.3% |
$1.34M - $1.43M
|
196K
$20.3M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
17.7KNew |
$1.29M - $1.38M
|
17.7K
$1.83M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.4K+ 23.32% |
$1.27M - $1.36M
|
92.1K
$9.52M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.8K+ 5.91% |
$1.16M - $1.24M
|
284K
$29.3M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 12.8% |
$1.13M - $1.21M
|
137K
$14.2M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.2K+ 25.6% |
$1.11M - $1.19M
|
74.6K
$7.71M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 10.47% |
$1.08M - $1.16M
|
156K
$16.2M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
14.3K+ 96.96% |
$1.05M - $1.12M
|
29.1K
$3.01M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 9.78% |
$1.04M - $1.11M
|
160K
$16.5M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 39.16% |
$1.01M - $1.08M
|
49K
$5.07M
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13.6K+ 3.59% |
$989K - $1.06M
|
392K
$40.5M
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
13.4KNew |
$979K - $1.05M
|
13.4K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.1KNew |
$880K - $942K
|
12.1K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
10.6K+ 2.78% |
$770K - $824K
|
390K
$40.3M
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.9K+ 7.98% |
$722K - $773K
|
134K
$13.8M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.24K+ 5.71% |
$673K - $721K
|
171K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.65KNew |
$631K - $675K
|
8.65K
$894K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.39K+ 100.96% |
$612K - $655K
|
16.7K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.84K+ 31.83% |
$572K - $612K
|
32.5K
$3.36M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.67KNew |
$560K - $599K
|
7.67K
$793K
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
6.36K+ 23.62% |
$464K - $497K
|
33.3K
$3.44M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
6.33KNew |
$462K - $494K
|
6.33K
$654K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.89K+ 10.07% |
$429K - $459K
|
64.3K
$6.64M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5.64KNew |
$411K - $440K
|
5.64K
$582K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.34K+ 5.24% |
$390K - $417K
|
107K
$11.1M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.29KNew |
$386K - $413K
|
5.29K
$546K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.26K+ 8.35% |
$383K - $410K
|
68.2K
$7.04M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.21K+ 54.92% |
$380K - $407K
|
14.7K
$1.52M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.16KNew |
$377K - $403K
|
5.16K
$533K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.05KNew |
$368K - $394K
|
5.05K
$522K
|