Latest Institutional Purchases of Ishares S&P 100 ETF (OEF)
This list provides information on the latest institutional transactions involving Ishares S&P 100 ETF (OEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
935+ 98.21% |
N/A
|
1.89K
$502K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
883+ 2.96% |
N/A
|
30.7K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
836New |
N/A
|
836
$222K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
803New |
N/A
|
803
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
802New |
N/A
|
802
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
792+ 38.58% |
N/A
|
2.85K
$757K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
790New |
N/A
|
790
$210K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
553+ 1.08% |
N/A
|
51.9K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
328New |
N/A
|
328
$87.3K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
300+ 3.14% |
N/A
|
9.85K
$2.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
292+ 2085.71% |
N/A
|
306
$81.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
276+ 33.17% |
N/A
|
1.11K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
270+ 34.01% |
N/A
|
1.06K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
217+ 1.54% |
N/A
|
14.3K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
212+ 13.55% |
N/A
|
1.78K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
173+ 4.45% |
N/A
|
4.06K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
150+ 7.53% |
N/A
|
2.14K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
146+ 2.17% |
N/A
|
6.86K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
100+ 6.62% |
N/A
|
1.61K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
93New |
N/A
|
93
$24.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64New |
N/A
|
64
$17K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
62+ 74.7% |
N/A
|
145
$38.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
N/A
|
62
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
58+ 1.44% |
N/A
|
4.07K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
55+ 2.27% |
N/A
|
2.48K
$661K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
N/A
|
50
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
50+ 6.23% |
N/A
|
852
$227K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
49New |
N/A
|
49
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
41New |
N/A
|
41
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36New |
N/A
|
36
$9.58K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
36+ 4.97% |
N/A
|
761
$202K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36New |
N/A
|
36
$9.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34+ 4.29% |
N/A
|
827
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26+ 1.79% |
N/A
|
1.48K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
21New |
N/A
|
21
$5.59K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
17+ 1.23% |
N/A
|
1.4K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14New |
N/A
|
14
$3.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
14New |
N/A
|
14
$3.72K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
9New |
N/A
|
9
$2.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
8New |
N/A
|
8
$2.13K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.12% |
N/A
|
2.56K
$682K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
N/A
|
2
$532
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.42% |
N/A
|
240
$63.8K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
218KNew |
N/A
|
218K
$57.9M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16K+ 4.42% |
N/A
|
377K
$100M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$1.62M
|
|