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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
205+ 8.52% |
N/A
|
2.61K
$695K
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
219+ 25.11% |
N/A
|
1.09K
$290K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
N/A
|
10
$2.66K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.07K- 1.84% |
N/A
|
164K
$43.6M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5K+ 511.22% |
N/A
|
1.8K
$478K
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.16% |
N/A
|
614
$163K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.23% |
N/A
|
882
$235K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
76+ 9.11% |
N/A
|
910
$242K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.15% |
N/A
|
1.35K
$359K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-964- 0.83% |
N/A
|
116K
$30.7M
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-8- 0.84% |
N/A
|
950
$253K
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$1.65M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 19.1% |
N/A
|
72
$19.2K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.96K+ 148.95% |
N/A
|
8.29K
$2.21M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
234K+ 9.57% |
N/A
|
2.68M
$714M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
8.38K+ 61.52% |
N/A
|
22K
$5.85M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
368+ 19.6% |
N/A
|
2.25K
$598K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16+ 1.38% |
N/A
|
1.17K
$312K
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-225- 24.32% |
N/A
|
700
$186K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
125+ 1.89% |
N/A
|
6.75K
$1.79M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.14K+ 36.06% |
N/A
|
15.6K
$4.15M
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.56KNew |
N/A
|
7.56K
$2.01M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$951K
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$2.42M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 37.21% |
N/A
|
7.45K
$1.98M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.32K+ 16.59% |
N/A
|
9.31K
$2.48M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-192- 4.77% |
N/A
|
3.83K
$1.02M
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-600- 22.0% |
N/A
|
2.13K
$566K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
166+ 7.68% |
N/A
|
2.33K
$619K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 44.83% |
N/A
|
33.3K
$8.86M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
562KNew |
N/A
|
562K
$149M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
626+ 16.36% |
N/A
|
4.45K
$1.18M
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.89K+ 38.89% |
N/A
|
13.9K
$3.7M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
64+ 4.11% |
N/A
|
1.62K
$432K
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
54.9K+ 234.37% |
N/A
|
78.3K
$20.8M
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-389- 21.1% |
N/A
|
1.46K
$387K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.39K- 82.39% |
N/A
|
725
$193K
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
156+ 16.17% |
N/A
|
1.12K
$298K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
147+ 6.52% |
N/A
|
2.4K
$638K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
168+ 1.88% |
N/A
|
9.1K
$2.42M
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.45K+ 38.88% |
N/A
|
8.74K
$2.32M
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
160+ 2.97% |
N/A
|
5.55K
$1.48M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
14K+ 676.53% |
N/A
|
16.1K
$4.29M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.56KNew |
N/A
|
4.56K
$1.21M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-701- 1.73% |
N/A
|
39.9K
$10.6M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
665New |
N/A
|
665
$177K
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-2.1K- 12.9% |
N/A
|
14.1K
$3.76M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.19% |
N/A
|
1.06K
$282K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
N/A
|
750
$200K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.8K- 38.61% |
N/A
|
21.9K
$5.84M
|