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 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2- 0.11% |
N/A
|
1.83K
$486K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10.4K- 23.05% |
N/A
|
34.6K
$9.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
727New |
N/A
|
727
$193K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
217+ 0.89% |
N/A
|
24.6K
$6.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.06K+ 48.76% |
N/A
|
18.5K
$4.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$383K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
27New |
N/A
|
27
$7.18K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
564+ 12.26% |
N/A
|
5.16K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 57.81% |
N/A
|
33.9K
$9.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
955+ 2.48% |
N/A
|
39.5K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
60New |
N/A
|
60
$16K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.27K+ 8.06% |
N/A
|
17.1K
$4.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-980- 44.95% |
N/A
|
1.2K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
522+ 49.67% |
N/A
|
1.57K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-350- 33.33% |
N/A
|
700
$186K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 330.8% |
N/A
|
16.4K
$4.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 111.55% |
N/A
|
2.12K
$565K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.85K- 3.94% |
N/A
|
45.1K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.43K- 9.26% |
N/A
|
14K
$3.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
776New |
N/A
|
776
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-25- 0.25% |
N/A
|
10.1K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-227- 24.07% |
N/A
|
716
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.8K+ 106.4% |
N/A
|
21K
$5.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
909+ 12.16% |
N/A
|
8.39K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
203+ 1.28% |
N/A
|
16.1K
$4.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
12.6K+ 48.9% |
N/A
|
38.4K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
298+ 7.25% |
N/A
|
4.41K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-49- 1.04% |
N/A
|
4.66K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.25% |
N/A
|
794
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
63+ 217.24% |
N/A
|
92
$24.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-50.6M- 99.8% |
N/A
|
99.5K
$26.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 4.29% |
N/A
|
973
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.94K- 5.98% |
N/A
|
30.4K
$8.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
726New |
N/A
|
726
$193K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
630+ 10.08% |
N/A
|
6.88K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
198+ 0.24% |
N/A
|
81.4K
$21.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-189K- 87.33% |
N/A
|
27.3K
$7.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.97K+ 19.9% |
N/A
|
42K
$11.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
230+ 55.42% |
N/A
|
645
$172K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 83.33% |
N/A
|
11
$2.93K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.59K+ 20.74% |
N/A
|
15.1K
$4.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-3- 0.06% |
N/A
|
4.65K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
502+ 9.57% |
N/A
|
5.75K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
328+ 1.31% |
N/A
|
25.4K
$6.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-7.86K- 11.73% |
N/A
|
59.2K
$15.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-16- 0.18% |
N/A
|
8.65K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.2K+ 17.55% |
N/A
|
8.04K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.68KNew |
N/A
|
1.68K
$448K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.8K+ 51.25% |
N/A
|
20.1K
$5.34M
|