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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.22% |
$532 - $532
|
929
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
49+ 2.73% |
$13K - $13K
|
1.84K
$490K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 0.85% |
$30.6K - $30.6K
|
13.6K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39+ 325.0% |
$10.4K - $10.4K
|
51
$13.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-212- 2.33% |
$56.4K - $56.4K
|
8.89K
$2.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
83+ 11.51% |
$22.1K - $22.1K
|
804
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-172- 4.94% |
$45.8K - $45.8K
|
3.31K
$880K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
352+ 4.45% |
$93.6K - $93.6K
|
8.27K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.62K+ 47.81% |
$432K - $432K
|
5.02K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-78- 1.13% |
$20.8K - $20.8K
|
6.83K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
745New |
$198K - $198K
|
745
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-16- 1.28% |
$4.26K - $4.26K
|
1.23K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
52New |
$13.8K - $13.8K
|
52
$13.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.7% |
$11.7K - $11.7K
|
6.29K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-9- 0.15% |
$2.39K - $2.39K
|
5.86K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.4K- 9.56% |
$374K - $374K
|
13.3K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 51.68% |
$163K - $163K
|
1.8K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
234+ 6.03% |
$62.3K - $62.3K
|
4.12K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
177New |
$47.1K - $47.1K
|
177
$47.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
21+ 0.92% |
$5.59K - $5.59K
|
2.3K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
281+ 10.23% |
$74.8K - $74.8K
|
3.03K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 3.42% |
$26.6K - $26.6K
|
2.82K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-27- 22.31% |
$7.18K - $7.18K
|
94
$25K
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
887New |
$236K - $236K
|
887
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
934+ 39.61% |
$248K - $248K
|
3.29K
$876K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-413- 1.43% |
$110K - $110K
|
28.4K
$7.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
863+ 3.36% |
$230K - $230K
|
26.6K
$7.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.66K+ 4.27% |
$707K - $707K
|
65K
$17.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
215+ 18.89% |
$57.2K - $57.2K
|
1.35K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
740New |
$197K - $197K
|
740
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.84% |
$532 - $532
|
239
$63.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
501+ 2.25% |
$133K - $133K
|
22.8K
$6.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.68KNew |
$713K - $713K
|
2.68K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
997+ 2.15% |
$265K - $265K
|
47.5K
$12.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2+ 0.2% |
$532 - $532
|
1.03K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.51KNew |
$2M - $2M
|
7.51K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-916- 1.28% |
$244K - $244K
|
70.4K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-253- 13.16% |
$67.3K - $67.3K
|
1.67K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
96+ 4.85% |
$25.5K - $25.5K
|
2.08K
$553K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
14.1K+ 18.03% |
$3.74M - $3.74M
|
92.2K
$24.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.19% |
$1.33K - $1.33K
|
2.62K
$696K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
896+ 1.16% |
$238K - $238K
|
78K
$20.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
1.54KNew |
$410K - $410K
|
1.54K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-803- 2.47% |
$214K - $214K
|
31.8K
$8.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
95.5K+ 7.22% |
$25.4M - $25.4M
|
1.42M
$377M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.75K- 3.34% |
$464K - $464K
|
50.4K
$13.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
420+ 1.32% |
$112K - $112K
|
32.2K
$8.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
66+ 7.04% |
$17.6K - $17.6K
|
1K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.82K+ 7.52% |
$484K - $484K
|
26K
$6.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-155- 4.79% |
$41.2K - $41.2K
|
3.08K
$820K
|