Purchases and Sales Made in Q3 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
590K+ 1172.23% |
$52.9M - $59.5M
|
640K
$66.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
177K+ 4.91% |
$15.8M - $17.8M
|
3.78M
$390M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.5K+ 9816.07% |
$4.71M - $5.3M
|
53.1K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.1K+ 5.54% |
$4.13M - $4.64M
|
878K
$90.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.9K+ 37.69% |
$3.84M - $4.32M
|
157K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41.1KNew |
$3.68M - $4.14M
|
41.1K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.8K+ 10.24% |
$3.29M - $3.71M
|
396K
$40.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.3K+ 11.22% |
$2.99M - $3.36M
|
331K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.6K+ 10.14% |
$2.92M - $3.29M
|
354K
$36.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
22.2KNew |
$1.99M - $2.24M
|
22.2K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.7K+ 197.98% |
$1.95M - $2.19M
|
32.7K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.1KNew |
$1.8M - $2.03M
|
20.1K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
19.8K+ 5.86% |
$1.78M - $2M
|
358K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 2.53% |
$1.77M - $1.99M
|
800K
$82.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19K+ 18.97% |
$1.7M - $1.91M
|
119K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.9K+ 230.08% |
$1.52M - $1.71M
|
24.3K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6K+ 7.29% |
$1.49M - $1.67M
|
244K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.3K+ 3.62% |
$1.46M - $1.64M
|
467K
$48.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
15.3KNew |
$1.37M - $1.54M
|
15.3K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.5K+ 96.61% |
$1.21M - $1.36M
|
27.4K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
12.4KNew |
$1.11M - $1.25M
|
12.4K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12K+ 46.82% |
$1.07M - $1.21M
|
37.5K
$3.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 1.3% |
$1.05M - $1.19M
|
917K
$94.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.2K+ 9.51% |
$1M - $1.13M
|
129K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11.2K+ 1.67% |
$1M - $1.13M
|
679K
$70.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.1K+ 202.41% |
$994K - $1.12M
|
16.6K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.56K+ 11.21% |
$856K - $963K
|
94.8K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.2K+ 4.1% |
$825K - $928K
|
234K
$24.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.03K+ 9.24% |
$809K - $910K
|
107K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
8.58K+ 156.85% |
$769K - $865K
|
14K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.2KNew |
$735K - $827K
|
8.2K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.1KNew |
$726K - $817K
|
8.1K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.79KNew |
$698K - $786K
|
7.79K
$805K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.69KNew |
$690K - $776K
|
7.69K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.27K+ 6.35% |
$562K - $632K
|
105K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.51KNew |
$494K - $556K
|
5.51K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.09K+ 5.8% |
$456K - $513K
|
92.8K
$9.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.74K+ 11.12% |
$425K - $478K
|
47.3K
$4.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.39KNew |
$394K - $443K
|
4.39K
$454K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.26KNew |
$381K - $429K
|
4.26K
$440K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.18K+ 14420.69% |
$375K - $422K
|
4.21K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.13K+ 42.65% |
$370K - $416K
|
13.8K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.95K+ 182.36% |
$354K - $398K
|
6.11K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.91K+ 2.59% |
$350K - $394K
|
155K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.78KNew |
$339K - $381K
|
3.78K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.74KNew |
$335K - $377K
|
3.74K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.42K+ 8.43% |
$306K - $345K
|
44K
$4.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3K+ 53.37% |
$269K - $302K
|
8.61K
$890K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.98K+ 1.9% |
$267K - $301K
|
160K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.92KNew |
$262K - $295K
|
2.92K
$302K
|