Latest Institutional Transactions on Ishares S&P 100 ETF (OEF)
This table provides information on the latest institutional transactions involving Ishares S&P 100 ETF (OEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-342- 2.59% |
N/A
|
12.8K
$3.42M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-130K- 6.75% |
N/A
|
1.8M
$478M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
346+ 2883.33% |
N/A
|
358
$95.2K
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
50+ 6.23% |
N/A
|
852
$227K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.15K+ 39.12% |
N/A
|
29K
$7.71M
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-10- 0.09% |
N/A
|
11.1K
$2.96M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14New |
N/A
|
14
$3.72K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-292- 85.63% |
N/A
|
49
$13K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.75K+ 16.56% |
N/A
|
54.6K
$14.5M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 3385.88% |
N/A
|
33.6K
$8.93M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
464+ 4.97% |
N/A
|
9.79K
$2.6M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
328+ 117.56% |
N/A
|
607
$161K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-307- 1.65% |
N/A
|
18.3K
$4.88M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.36K- 16.98% |
N/A
|
6.65K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152- 3.89% |
N/A
|
3.76K
$1M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.33% |
N/A
|
6K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
81+ 6.92% |
N/A
|
1.25K
$333K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.35K- 7.27% |
N/A
|
93.8K
$25M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2K+ 188.97% |
N/A
|
26.3K
$7M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28+ 1.96% |
N/A
|
1.46K
$388K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.3K+ 23.32% |
N/A
|
22.8K
$6.06M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
70.7K+ 103.01% |
N/A
|
139K
$37M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 60.47% |
N/A
|
5.39K
$1.43M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
146K+ 663.36% |
N/A
|
168K
$44.6M
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$3.58M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56K+ 23.32% |
N/A
|
8.23K
$2.19M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-833- 1.86% |
N/A
|
43.9K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37.3K+ 312.88% |
N/A
|
49.2K
$13.1M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.96KNew |
N/A
|
5.96K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Castalian Partners, LLC
Excelsior, MN |
BUY
|
CALL |
1.5MNew |
N/A
|
1.5M
$399M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
456K+ 7.66% |
N/A
|
6.4M
$1.7B
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
264K+ 19.66% |
N/A
|
1.6M
$427M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-96.4K- 98.46% |
N/A
|
1.51K
$402K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-746- 7.83% |
N/A
|
8.78K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
231+ 2.03% |
N/A
|
11.6K
$3.08M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
25.1KNew |
N/A
|
25.1K
$6.68M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.87KNew |
N/A
|
9.87K
$2.63M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.73K+ 116.24% |
N/A
|
10.7K
$2.84M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
252+ 27.21% |
N/A
|
1.18K
$313K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.48K+ 211.77% |
N/A
|
6.59K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.87K- 2.52% |
N/A
|
150K
$39.8M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
300+ 3.14% |
N/A
|
9.85K
$2.62M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14K- 6.79% |
N/A
|
191K
$50.9M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
647+ 4.29% |
N/A
|
15.7K
$4.19M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$3.04M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.27K- 50.22% |
N/A
|
5.23K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-643- 43.77% |
N/A
|
826
$220K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
9.97KNew |
N/A
|
9.97K
$2.65M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-60- 4.45% |
N/A
|
1.29K
$342K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
376+ 1.2% |
N/A
|
31.8K
$8.46M
|