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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.42K+ 24.7% |
$217K - $244K
|
12.2K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 3.1% |
$212K - $238K
|
78.6K
$8.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$210K - $237K
|
2.35K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.32K+ 2.84% |
$208K - $234K
|
83.9K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31KNew |
$207K - $232K
|
2.31K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.16K+ 11.78% |
$194K - $218K
|
20.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.16KNew |
$193K - $218K
|
2.16K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.09KNew |
$187K - $211K
|
2.09K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.08K+ 45.24% |
$186K - $209K
|
6.66K
$688K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.03KNew |
$182K - $205K
|
2.03K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.01K+ 1.1% |
$180K - $202K
|
185K
$19.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.93K+ 33.73% |
$173K - $195K
|
7.67K
$792K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
1.87K+ 4.39% |
$168K - $188K
|
44.5K
$4.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.55K+ 16.38% |
$139K - $157K
|
11K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.55K+ 0.93% |
$139K - $156K
|
167K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25K+ 27.45% |
$112K - $126K
|
5.78K
$597K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.2K+ 2.6% |
$108K - $121K
|
47.4K
$4.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1K+ 28.57% |
$89.6K - $101K
|
4.5K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
952+ 10.47% |
$85.3K - $96K
|
10K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
925+ 4.02% |
$82.9K - $93.3K
|
23.9K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
916+ 15.61% |
$82.1K - $92.4K
|
6.78K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
912+ 1.77% |
$81.7K - $92K
|
52.6K
$5.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
828+ 3.03% |
$74.2K - $83.5K
|
28.2K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
773+ 35.62% |
$69.3K - $77.9K
|
2.94K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
716+ 3.2% |
$64.2K - $72.2K
|
23.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
566+ 5.12% |
$50.7K - $57.1K
|
11.6K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
507+ 1.6% |
$45.4K - $51.1K
|
32.3K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
400+ 15.47% |
$35.9K - $40.3K
|
2.99K
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
394+ 1.04% |
$35.3K - $39.7K
|
38.4K
$3.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
382+ 7.04% |
$34.2K - $38.5K
|
5.81K
$600K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
335+ 4.5% |
$30K - $33.8K
|
7.79K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
309+ 4.44% |
$27.7K - $31.2K
|
7.27K
$751K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
303+ 0.57% |
$27.2K - $30.6K
|
53.5K
$5.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 1.49% |
$26.9K - $30.2K
|
20.4K
$2.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$26.9K - $30.2K
|
300
$31K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
291+ 1.93% |
$26.1K - $29.3K
|
15.4K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
266+ 2.25% |
$23.8K - $26.8K
|
12.1K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222+ 352.38% |
$19.9K - $22.4K
|
285
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
207+ 2.75% |
$18.6K - $20.9K
|
7.73K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
199+ 5.25% |
$17.8K - $20.1K
|
3.99K
$412K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
182+ 16.91% |
$16.3K - $18.4K
|
1.26K
$130K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
182+ 3.01% |
$16.3K - $18.4K
|
6.24K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 1.55% |
$16.2K - $18.3K
|
11.8K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
179+ 114.74% |
$16K - $18K
|
335
$34.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
157+ 0.61% |
$14.1K - $15.8K
|
25.9K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154+ 2.82% |
$13.8K - $15.5K
|
5.61K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
142+ 5.43% |
$12.7K - $14.3K
|
2.76K
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
134New |
$12K - $13.5K
|
134
$13.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
121+ 0.93% |
$10.8K - $12.2K
|
13.1K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
115+ 15.73% |
$10.3K - $11.6K
|
846
$87.4K
|