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 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3- 0.22% |
N/A
|
1.36K
$362K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.4K+ 179.01% |
N/A
|
59.9K
$15.9M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
484+ 2304.76% |
N/A
|
505
$134K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.21KNew |
N/A
|
2.21K
$588K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-63- 4.05% |
N/A
|
1.49K
$397K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-190- 6.81% |
N/A
|
2.6K
$691K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.43K+ 100.0% |
N/A
|
12.9K
$3.42M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6K+ 0.53% |
N/A
|
1.15M
$305M
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 5.05% |
N/A
|
827
$220K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.37K+ 373.08% |
N/A
|
10.6K
$2.82M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$2.78M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.33K- 19.5% |
N/A
|
17.9K
$4.76M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-165- 0.6% |
N/A
|
27.6K
$7.33M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.41KNew |
N/A
|
2.41K
$640K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.65K+ 88.06% |
N/A
|
3.51K
$935K
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.38K- 2.86% |
N/A
|
46.9K
$12.5M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 2.09% |
N/A
|
796
$212K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.3K+ 77.36% |
N/A
|
76.4K
$20.3M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-565- 3.43% |
N/A
|
15.9K
$4.23M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
959+ 53.55% |
N/A
|
2.75K
$732K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
282+ 4.92% |
N/A
|
6.02K
$1.6M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.44K+ 85.61% |
N/A
|
5.29K
$1.41M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.45K- 47.91% |
N/A
|
1.57K
$418K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-25- 1.49% |
N/A
|
1.65K
$439K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.98K- 5.93% |
N/A
|
31.4K
$8.36M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.08% |
N/A
|
1.2K
$318K
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-45- 4.39% |
N/A
|
980
$261K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
150+ 7.53% |
N/A
|
2.14K
$570K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.26K+ 141.24% |
N/A
|
2.15K
$571K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$418K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-211- 18.28% |
N/A
|
943
$251K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.07K+ 17.27% |
N/A
|
34.4K
$9.16M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.93K+ 108.06% |
N/A
|
7.57K
$2.01M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49- 9.59% |
N/A
|
462
$123K
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
89.6KNew |
N/A
|
89.6K
$23.8M
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
100+ 6.62% |
N/A
|
1.61K
$429K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-316- 43.23% |
N/A
|
415
$110K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$5M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.09KNew |
N/A
|
2.09K
$556K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18.6K- 28.72% |
N/A
|
46.2K
$12.3M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
100+ 2.07% |
N/A
|
4.92K
$1.31M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.55KNew |
N/A
|
6.55K
$1.74M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
78+ 1.15% |
N/A
|
6.84K
$1.82M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-682- 5.48% |
N/A
|
11.8K
$3.13M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-39- 0.24% |
N/A
|
16.5K
$4.39M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-120- 2.33% |
N/A
|
5.03K
$1.34M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$413K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-262- 1.11% |
N/A
|
23.3K
$6.19M
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-104- 6.26% |
N/A
|
1.56K
$414K
|