Purchases and Sales Made in Q4 2024 in Ishares Tr Global 100 ETF (IOO)
This table provides information about the institutional ownership of Ishares Tr Global 100 ETF (IOO) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 0.54% |
$6.43K - $6.83K
|
12.3K
$1.26M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
45+ 0.41% |
$4.39K - $4.66K
|
11.1K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$2.24K - $2.38K
|
11.8K
$1.21M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 1.35% |
$2.05K - $2.17K
|
1.58K
$162K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$1.56K - $1.66K
|
16
$1.64K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11+ 0.17% |
$1.07K - $1.14K
|
6.49K
$663K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.13% |
$780 - $828
|
6.12K
$625K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$487 - $517
|
5
$511
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.34% |
$390 - $414
|
1.19K
$121K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$97.5 - $103
|
2.96K
$303K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 1.89% |
$195 - $207
|
104
$10.6K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 4.71% |
$1.56K - $1.66K
|
324
$33.1K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.58% |
$2.44K - $2.59K
|
4.31K
$441K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.66% |
$2.44K - $2.59K
|
3.75K
$384K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-74- 0.95% |
$7.21K - $7.66K
|
7.71K
$788K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-87- 0.67% |
$8.48K - $9K
|
13K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-100- 0.06% |
$9.75K - $10.3K
|
167K
$17.1M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-112- 3.96% |
$10.9K - $11.6K
|
2.71K
$277K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-120- 0.23% |
$11.7K - $12.4K
|
51.8K
$5.3M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-174- 4.09% |
$17K - $18K
|
4.08K
$417K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-186- 11.25% |
$18.1K - $19.2K
|
1.47K
$150K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-195- 4.75% |
$19K - $20.2K
|
3.91K
$399K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.98% |
$19.5K - $20.7K
|
20.2K
$2.06M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-250- 2.94% |
$24.4K - $25.9K
|
8.25K
$844K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-308- 6.38% |
$30K - $31.9K
|
4.52K
$462K
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-324- 0.75% |
$31.6K - $33.5K
|
42.8K
$4.38M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-381- 3.98% |
$37.1K - $39.4K
|
9.2K
$940K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-384- 3.98% |
$37.4K - $39.7K
|
9.25K
$946K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 7.18% |
$40.9K - $43.4K
|
5.43K
$555K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-450- 1.07% |
$43.9K - $46.6K
|
41.4K
$4.23M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-595- 1.29% |
$58K - $61.6K
|
45.7K
$4.67M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-678- 17.01% |
$66.1K - $70.1K
|
3.31K
$338K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-720- 0.87% |
$70.2K - $74.5K
|
81.7K
$8.35M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-811- 10.41% |
$79K - $83.9K
|
6.98K
$713K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16K- 0.96% |
$113K - $120K
|
120K
$12.2M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 38.65% |
$165K - $176K
|
2.69K
$275K
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-2.49K- 11.19% |
$242K - $257K
|
19.7K
$2.02M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.58K- 44.84% |
$251K - $267K
|
3.17K
$324K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.67K- 17.01% |
$260K - $276K
|
13K
$1.33M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.91K- 7.17% |
$284K - $301K
|
37.7K
$3.85M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06K- 7.72% |
$395K - $420K
|
48.5K
$4.96M
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.66K- 11.84% |
$454K - $482K
|
34.7K
$3.55M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.8K- 58.65% |
$565K - $600K
|
4.09K
$418K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.94K- 32.13% |
$969K - $1.03M
|
21K
$2.15M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.6K- 13.85% |
$2.21M - $2.34M
|
141K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.9K- 74.08% |
$2.33M - $2.47M
|
8.36K
$855K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-47K- 18.11% |
$4.58M - $4.86M
|
212K
$21.7M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-85.1K- 35.88% |
$8.3M - $8.81M
|
152K
$15.5M
|