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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
928New |
$180K - $208K
|
928
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
915New |
$177K - $205K
|
915
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
914New |
$177K - $205K
|
914
$243K
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
900New |
$174K - $202K
|
900
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
900New |
$174K - $202K
|
900
$239K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
787New |
$152K - $176K
|
787
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
660New |
$128K - $148K
|
660
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
345+ 718.75% |
$66.8K - $77.3K
|
393
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
286New |
$55.4K - $64.1K
|
286
$76.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
168+ 6.64% |
$32.5K - $37.7K
|
2.7K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
108New |
$20.9K - $24.2K
|
108
$28.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
85New |
$16.5K - $19.1K
|
85
$22.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
83New |
$16.1K - $18.6K
|
83
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
71New |
$13.8K - $15.9K
|
71
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64+ 32.0% |
$12.4K - $14.3K
|
264
$70.2K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
42New |
$8.14K - $9.41K
|
42
$11.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$6.59K - $7.62K
|
34
$9.05K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28+ 6.62% |
$5.42K - $6.28K
|
451
$120K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15New |
$2.91K - $3.36K
|
15
$3.99K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.85% |
$2.32K - $2.69K
|
1.43K
$380K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
11New |
$2.13K - $2.47K
|
11
$2.93K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
9New |
$1.74K - $2.02K
|
9
$2.39K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7New |
$1.36K - $1.57K
|
7
$1.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$775 - $896
|
4
$1.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
3+ 37.5% |
$581 - $672
|
11
$2.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2New |
$387 - $448
|
2
$532
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
2+ 0.15% |
$387 - $448
|
1.32K
$350K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
18.9K+ 1688.99% |
$3.77M - $4.04M
|
20K
$5.32M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.96K+ 4.49% |
$1.99M - $2.13M
|
232K
$61.7M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
7.48KNew |
$1.49M - $1.6M
|
7.48K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.06KNew |
$612K - $656K
|
3.06K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.47KNew |
$494K - $530K
|
2.47K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
1.9K+ 46.34% |
$380K - $407K
|
6K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.12KNew |
$224K - $240K
|
1.12K
$298K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$224K - $240K
|
1.12K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
784New |
$157K - $168K
|
784
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
475New |
$94.9K - $102K
|
475
$126K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$79.9K - $85.7K
|
400
$106K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
195New |
$39K - $41.8K
|
195
$51.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
151New |
$30.2K - $32.3K
|
151
$40.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
50+ 3.7% |
$9.99K - $10.7K
|
1.4K
$373K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
43New |
$8.59K - $9.21K
|
43
$11.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.6K - $6K
|
28
$7.45K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$2K - $2.14K
|
10
$2.66K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
87.6KNew |
$16.3M - $18.1M
|
87.6K
$23.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
10.5KNew |
$1.95M - $2.17M
|
10.5K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.87KNew |
$1.83M - $2.04M
|
9.87K
$2.63M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
9.38KNew |
$1.74M - $1.94M
|
9.38K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$519K - $579K
|
2.8K
$744K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.52KNew |
$282K - $314K
|
1.52K
$404K
|
|