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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
75+ 1.15% |
N/A
|
6.62K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
789+ 8.82% |
N/A
|
9.73K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-5.35K- 15.56% |
N/A
|
29.1K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
122KNew |
N/A
|
122K
$32.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$5.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-150- 0.43% |
N/A
|
34.4K
$9.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
31+ 0.64% |
N/A
|
4.89K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-200- 9.55% |
N/A
|
1.9K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
703+ 44.58% |
N/A
|
2.28K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.42% |
N/A
|
240
$63.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 2.86% |
N/A
|
34
$9.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.04% |
N/A
|
21.9K
$5.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
341K+ 500.41% |
N/A
|
409K
$109M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-9- 0.94% |
N/A
|
952
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.1K+ 850.11% |
N/A
|
21.4K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.11% |
N/A
|
880
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35+ 13.51% |
N/A
|
294
$78.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.96% |
N/A
|
34.2K
$9.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.1% |
N/A
|
1.04K
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 7.14% |
N/A
|
15
$3.99K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
883+ 2.96% |
N/A
|
30.7K
$8.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35- 71.43% |
N/A
|
14
$3.72K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.75K- 39.83% |
N/A
|
4.15K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
633+ 9.01% |
N/A
|
7.66K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
912+ 13.89% |
N/A
|
7.48K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-90- 8.33% |
N/A
|
990
$263K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
33.4KNew |
N/A
|
33.4K
$8.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-75.8K- 69.31% |
N/A
|
33.6K
$8.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 588.89% |
N/A
|
62
$16.5K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2- 0.45% |
N/A
|
447
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
55+ 2.27% |
N/A
|
2.48K
$661K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-44- 3.96% |
N/A
|
1.07K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
810+ 23.06% |
N/A
|
4.32K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 131.57% |
N/A
|
2.36K
$628K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 8.86% |
N/A
|
247
$65.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.91K+ 112.45% |
N/A
|
7.39K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-575- 13.51% |
N/A
|
3.68K
$979K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.55K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
189K+ 803.73% |
N/A
|
213K
$56.6M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-370- 29.94% |
N/A
|
866
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
209K+ 2865.88% |
N/A
|
216K
$57.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.93K+ 5.03% |
N/A
|
61.3K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-30- 1.27% |
N/A
|
2.32K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 8.26% |
N/A
|
40K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
4.68K+ 0.01% |
N/A
|
50.7M
$13.5B
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
N/A
|
1.72K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.65KNew |
N/A
|
5.65K
$1.5M
|