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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.86K+ 145.63% |
$345K - $392K
|
8.2K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.8KNew |
$340K - $387K
|
4.8K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.75K+ 166.08% |
$337K - $383K
|
7.61K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.6KNew |
$326K - $371K
|
4.6K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4KNew |
$312K - $355K
|
4.4K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
4.33KNew |
$307K - $349K
|
4.33K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.18K+ 113.91% |
$297K - $338K
|
7.86K
$775K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.82K+ 23.79% |
$271K - $308K
|
19.9K
$1.96M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.66KNew |
$260K - $295K
|
3.66K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.4K+ 4.98% |
$241K - $274K
|
71.6K
$7.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.3KNew |
$234K - $266K
|
3.3K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.16K+ 1.76% |
$225K - $255K
|
183K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.13KNew |
$222K - $253K
|
3.13K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
3.07K+ 82.95% |
$218K - $247K
|
6.76K
$667K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.95KNew |
$209K - $238K
|
2.95K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.87KNew |
$204K - $231K
|
2.87K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.85KNew |
$202K - $230K
|
2.85K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.82KNew |
$200K - $227K
|
2.82K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.73KNew |
$194K - $220K
|
2.73K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.69K+ 9.42% |
$191K - $217K
|
31.2K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.57KNew |
$182K - $207K
|
2.57K
$254K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.54K+ 41.66% |
$180K - $205K
|
8.64K
$852K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.17K+ 5.39% |
$154K - $175K
|
42.5K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.93KNew |
$137K - $155K
|
1.93K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.91K+ 36.1% |
$136K - $154K
|
7.2K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.64KNew |
$117K - $133K
|
1.64K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$108K - $123K
|
1.53K
$151K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.43K+ 1.34% |
$102K - $116K
|
109K
$10.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.42K+ 7.54% |
$101K - $114K
|
20.2K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.39K+ 7.98% |
$98.4K - $112K
|
18.7K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.3K+ 0.87% |
$92.2K - $105K
|
151K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.27K+ 81.3% |
$89.8K - $102K
|
2.82K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$89.4K - $102K
|
1.26K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.13K+ 1.0% |
$80.3K - $91.3K
|
115K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.06K+ 2.16% |
$75K - $85.3K
|
50K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.02K+ 6.96% |
$72.2K - $82.1K
|
15.6K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
995+ 53.78% |
$70.6K - $80.3K
|
2.85K
$281K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
903New |
$64.1K - $72.9K
|
903
$89.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
790+ 9.4% |
$56.1K - $63.7K
|
9.19K
$907K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
684New |
$48.6K - $55.2K
|
684
$67.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
621+ 12.59% |
$44.1K - $50.1K
|
5.55K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
573+ 1.38% |
$40.7K - $46.2K
|
42K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
498+ 1.06% |
$35.3K - $40.2K
|
47.7K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
482+ 3.52% |
$34.2K - $38.9K
|
14.2K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
453+ 0.81% |
$32.2K - $36.5K
|
56.5K
$5.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
425+ 11.99% |
$30.2K - $34.3K
|
3.97K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
413+ 1214.71% |
$29.3K - $33.3K
|
447
$44.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
411+ 513.75% |
$29.2K - $33.2K
|
491
$48.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
407New |
$28.9K - $32.8K
|
407
$40.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
348+ 42.08% |
$24.7K - $28.1K
|
1.18K
$116K
|