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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$4.2M
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-10- 1.23% |
N/A
|
802
$213K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.21K+ 1.93% |
N/A
|
117K
$31.1M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.43K+ 4.13% |
N/A
|
61.2K
$16.3M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-888- 3.57% |
N/A
|
24K
$6.38M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-124- 0.65% |
N/A
|
18.9K
$5.04M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 1.55% |
N/A
|
1.37K
$366K
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
522+ 9.51% |
N/A
|
6.01K
$1.6M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
480+ 7.04% |
N/A
|
7.29K
$1.94M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-36- 0.2% |
N/A
|
18.4K
$4.9M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-461- 2.09% |
N/A
|
21.6K
$5.73M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
177+ 4.71% |
N/A
|
3.94K
$1.05M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.94K+ 15.01% |
N/A
|
14.9K
$3.96M
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
55+ 2.28% |
N/A
|
2.46K
$655K
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
40.5KNew |
N/A
|
40.5K
$10.8M
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-222- 1.83% |
N/A
|
11.9K
$3.17M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
173+ 5.4% |
N/A
|
3.38K
$899K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
N/A
|
9
$2.39K
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-16- 1.95% |
N/A
|
805
$214K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-141- 3.89% |
N/A
|
3.49K
$928K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
159+ 274.14% |
N/A
|
217
$57.7K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
987+ 15.57% |
N/A
|
7.33K
$1.95M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-23- 0.66% |
N/A
|
3.48K
$926K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.65K- 0.11% |
N/A
|
2.36M
$629M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 1.99% |
N/A
|
2.35K
$626K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-142- 1.35% |
N/A
|
10.4K
$2.77M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
184+ 16.36% |
N/A
|
1.31K
$348K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.2% |
N/A
|
2.47K
$657K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.47K- 4.69% |
N/A
|
29.8K
$7.94M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
386+ 48.01% |
N/A
|
1.19K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.19% |
N/A
|
4.29K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
N/A
|
1.26K
$335K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 5.32% |
N/A
|
89
$23.7K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.54K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.63K+ 9.36% |
N/A
|
101K
$26.8M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 1.6% |
N/A
|
1.65K
$440K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-130- 14.69% |
N/A
|
755
$201K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-48- 4.37% |
N/A
|
1.05K
$279K
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$2.15M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.16% |
N/A
|
612
$163K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 5.35% |
N/A
|
23.5K
$6.26M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-86- 8.37% |
N/A
|
941
$250K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-75- 1.37% |
N/A
|
5.39K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101+ 1.48% |
N/A
|
6.93K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 66.67% |
N/A
|
65
$17.3K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
459+ 109.29% |
N/A
|
879
$234K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
14+ 0.92% |
N/A
|
1.53K
$408K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-18- 1.4% |
N/A
|
1.27K
$337K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.26% |
N/A
|
3.51K
$935K
|