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 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-190- 0.29% |
$13.5K - $15.3K
|
66.2K
$6.53M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-208- 6.77% |
$14.8K - $16.8K
|
2.87K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-209- 5.52% |
$14.8K - $16.9K
|
3.58K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-252- 2.24% |
$17.9K - $20.3K
|
11K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-263- 4.38% |
$18.7K - $21.2K
|
5.75K
$567K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-289- 5.79% |
$20.5K - $23.3K
|
4.7K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-313- 2.67% |
$22.2K - $25.3K
|
11.4K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-313- 7.84% |
$22.2K - $25.3K
|
3.68K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-341- 1.16% |
$24.2K - $27.5K
|
29.1K
$2.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-346- 6.71% |
$24.6K - $27.9K
|
4.81K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-368- 2.94% |
$26.1K - $29.7K
|
12.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-376Closed |
$26.7K - $30.3K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-384- 6.07% |
$27.3K - $31K
|
5.95K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-511- 4.96% |
$36.3K - $41.2K
|
9.8K
$967K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-566- 3.41% |
$40.2K - $45.7K
|
16K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-593- 9.13% |
$42.1K - $47.8K
|
5.9K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-618- 10.35% |
$43.9K - $49.9K
|
5.35K
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-721- 0.71% |
$51.2K - $58.2K
|
101K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-784- 5.33% |
$55.6K - $63.3K
|
13.9K
$1.37M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-947- 27.17% |
$67.2K - $76.4K
|
2.54K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.03K- 19.87% |
$72.8K - $82.8K
|
4.14K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.04K- 4.48% |
$73.6K - $83.7K
|
22.1K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.07K- 7.98% |
$76K - $86.4K
|
12.4K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.1K- 3.96% |
$78.3K - $89K
|
26.8K
$2.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.13K- 3.12% |
$80.3K - $91.3K
|
35.1K
$3.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.13K- 3.12% |
$80.3K - $91.3K
|
35.1K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.19K- 8.01% |
$84.1K - $95.6K
|
13.6K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.2K- 2.58% |
$85.2K - $96.9K
|
45.3K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.29K- 3.96% |
$91.2K - $104K
|
31.2K
$3.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-1.29K- 4.86% |
$91.8K - $104K
|
25.3K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.45K- 5.25% |
$103K - $117K
|
26.1K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.68K- 31.19% |
$119K - $135K
|
3.7K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.77K- 2.02% |
$125K - $143K
|
85.8K
$8.47M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.83K- 86.18% |
$130K - $148K
|
294
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.84K- 0.59% |
$130K - $148K
|
307K
$30.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.92K- 3.54% |
$136K - $155K
|
52.3K
$5.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.93K- 4.14% |
$137K - $156K
|
44.8K
$4.42M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 3.78% |
$140K - $159K
|
50.1K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.76K- 1.8% |
$196K - $222K
|
151K
$14.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.05K- 18.8% |
$217K - $246K
|
13.2K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3.36K- 2.65% |
$239K - $271K
|
123K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-3.5K- 50.0% |
$248K - $282K
|
3.5K
$345K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.86K- 4.44% |
$274K - $312K
|
83K
$8.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.05K- 31.71% |
$287K - $326K
|
8.72K
$860K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.07K- 2.38% |
$289K - $328K
|
167K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.23K- 10.34% |
$300K - $341K
|
36.7K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.81K- 1.7% |
$341K - $388K
|
279K
$27.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.41K- 3.45% |
$384K - $436K
|
151K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.95K- 49.24% |
$422K - $480K
|
6.13K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.18K- 7.53% |
$580K - $660K
|
100K
$9.9M
|