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 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-74- 2.4% |
N/A
|
3.01K
$800K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
671+ 12.17% |
N/A
|
6.19K
$1.65M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.15K+ 21.2% |
N/A
|
6.56K
$1.75M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
350+ 3.18% |
N/A
|
11.4K
$3.02M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-49- 4.31% |
N/A
|
1.09K
$289K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21- 1.64% |
N/A
|
1.26K
$335K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.28K+ 181.21% |
N/A
|
1.99K
$530K
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-193- 0.75% |
N/A
|
25.6K
$6.8M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
25+ 0.53% |
N/A
|
4.73K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-102- 2.82% |
N/A
|
3.52K
$936K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-678- 5.38% |
N/A
|
11.9K
$3.17M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.22% |
N/A
|
1.35K
$360K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 114.18% |
N/A
|
3.02K
$803K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
249+ 0.32% |
N/A
|
78.2K
$20.8M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
22New |
N/A
|
22
$5.85K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
837+ 11.13% |
N/A
|
8.35K
$2.22M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10+ 0.26% |
N/A
|
3.85K
$1.02M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-170- 0.34% |
N/A
|
50.3K
$13.4M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.43K+ 8.78% |
N/A
|
54.8K
$14.6M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
135KNew |
N/A
|
135K
$36M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3K+ 122.55% |
N/A
|
5.45K
$1.45M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 4.16% |
N/A
|
26.1K
$6.94M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
246+ 0.67% |
N/A
|
37K
$9.83M
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 15.47% |
N/A
|
58.3K
$15.5M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6- 0.54% |
N/A
|
1.11K
$295K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
618+ 35.99% |
N/A
|
2.34K
$621K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-492- 0.45% |
N/A
|
108K
$28.7M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.53K- 30.43% |
N/A
|
3.49K
$929K
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.66KNew |
N/A
|
4.66K
$1.24M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-830- 6.25% |
N/A
|
12.4K
$3.31M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.16% |
N/A
|
1.24K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
15.6K+ 807.42% |
N/A
|
17.5K
$4.65M
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-97- 1.2% |
N/A
|
8.01K
$2.13M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-57- 2.48% |
N/A
|
2.24K
$596K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
111+ 2.48% |
N/A
|
4.59K
$1.22M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-44- 2.85% |
N/A
|
1.5K
$399K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$449K
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$2.05M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31- 0.91% |
N/A
|
3.38K
$898K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35+ 250.0% |
N/A
|
49
$13K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
797+ 6.76% |
N/A
|
12.6K
$3.35M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-58- 3.06% |
N/A
|
1.84K
$488K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-135- 1.69% |
N/A
|
7.85K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-60- 3.26% |
N/A
|
1.78K
$474K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15.7K- 34.02% |
N/A
|
30.4K
$8.09M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.56K- 27.55% |
N/A
|
6.73K
$1.79M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.6K- 2.51% |
N/A
|
140K
$37.2M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-518- 1.53% |
N/A
|
33.2K
$8.84M
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.96K- 4.84% |
N/A
|
38.6K
$10.3M
|