Purchases and Sales Made in Q4 2023 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
256K+ 65.43% |
$18.2M - $20.7M
|
648K
$63.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230K+ 7.67% |
$16.3M - $18.5M
|
3.23M
$319M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
199K+ 1674.62% |
$14.1M - $16.1M
|
211K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
198K+ 0.8% |
$14.1M - $16M
|
24.9M
$2.46B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
167K+ 178.27% |
$11.9M - $13.5M
|
261K
$25.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
142K+ 24.39% |
$10.1M - $11.5M
|
724K
$71.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
87.1K+ 7.11% |
$6.18M - $7.03M
|
1.31M
$129M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
85.9KNew |
$6.09M - $6.93M
|
85.9K
$8.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.4K+ 28.19% |
$3.93M - $4.47M
|
252K
$24.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.7K+ 37.72% |
$3.67M - $4.17M
|
189K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.6K+ 16.88% |
$3.59M - $4.08M
|
351K
$34.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49.5K+ 198.17% |
$3.51M - $3.99M
|
74.5K
$7.35M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.1KNew |
$3.06M - $3.48M
|
43.1K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.6K+ 30.68% |
$2.67M - $3.03M
|
160K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.8K+ 5.4% |
$2.47M - $2.81M
|
681K
$67.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 8.66% |
$2.44M - $2.77M
|
431K
$42.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
33.5K+ 479.26% |
$2.38M - $2.7M
|
40.5K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.3K+ 4.94% |
$2.29M - $2.6M
|
685K
$67.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4K+ 861.46% |
$2.23M - $2.54M
|
35.1K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.8K+ 50.11% |
$2.04M - $2.32M
|
86.2K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.7KNew |
$2.04M - $2.32M
|
28.7K
$2.83M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
26.8KNew |
$1.9M - $2.16M
|
26.8K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
25.4K+ 18.93% |
$1.8M - $2.05M
|
159K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.5KNew |
$1.67M - $1.9M
|
23.5K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.2KNew |
$1.65M - $1.87M
|
23.2K
$2.29M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
23KNew |
$1.63M - $1.86M
|
23K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 396.7% |
$1.61M - $1.83M
|
28.4K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.53M - $1.74M
|
21.6K
$2.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
20K+ 3587.63% |
$1.42M - $1.62M
|
20.6K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
16.2K+ 129.08% |
$1.15M - $1.31M
|
28.8K
$2.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.1K+ 7.66% |
$930K - $1.06M
|
184K
$18.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 35.19% |
$907K - $1.03M
|
49.1K
$4.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12.3K+ 3.15% |
$872K - $992K
|
402K
$39.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
11.4KNew |
$813K - $924K
|
11.4K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 12.02% |
$786K - $893K
|
103K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.78KNew |
$694K - $789K
|
9.78K
$965K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.59K+ 49.03% |
$681K - $774K
|
29.2K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.51K+ 12.74% |
$675K - $767K
|
84.2K
$8.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.05K+ 9.98% |
$643K - $730K
|
99.8K
$9.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.95K+ 5.72% |
$635K - $722K
|
165K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.15K+ 101.97% |
$508K - $577K
|
14.2K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
6.3KNew |
$447K - $509K
|
6.3K
$622K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
6.05K+ 18.18% |
$430K - $488K
|
39.3K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.92K+ 159.81% |
$420K - $477K
|
9.62K
$949K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.46KNew |
$388K - $441K
|
5.46K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.44K+ 10.18% |
$386K - $439K
|
58.9K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.35K+ 10.92% |
$380K - $432K
|
54.4K
$5.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.33K+ 4.92% |
$378K - $430K
|
114K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$369K - $420K
|
5.21K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.2K+ 8.4% |
$369K - $420K
|
67.1K
$6.62M
|