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 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.45KNew |
$269K - $300K
|
1.45K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.05KNew |
$195K - $217K
|
1.05K
$279K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
1.05KNew |
$194K - $216K
|
1.05K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.03KNew |
$190K - $212K
|
1.03K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1KNew |
$186K - $207K
|
1K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1KNew |
$186K - $207K
|
1K
$266K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1KNew |
$186K - $207K
|
1K
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
987New |
$183K - $204K
|
987
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
138New |
$25.6K - $28.6K
|
138
$36.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$18.6K - $20.7K
|
100
$26.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
91New |
$16.9K - $18.8K
|
91
$24.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
51New |
$9.46K - $10.6K
|
51
$13.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
40New |
$7.42K - $8.28K
|
40
$10.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
33New |
$6.12K - $6.83K
|
33
$8.78K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33New |
$6.12K - $6.83K
|
33
$8.78K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
30+ 0.45% |
$5.57K - $6.21K
|
6.72K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
20New |
$3.71K - $4.14K
|
20
$5.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
11+ 0.23% |
$2.04K - $2.28K
|
4.78K
$1.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.42% |
$371 - $414
|
481
$128K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Conversant Capital LLC
Summit, NJ |
BUY
|
CALL |
275KNew |
$46.4M - $51.4M
|
275K
$73.2M
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
188KNew |
$31.6M - $35.1M
|
188K
$49.9M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33.1K+ 157619.05% |
$5.58M - $6.19M
|
33.1K
$8.81M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27KNew |
$4.56M - $5.06M
|
27K
$7.19M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.98K+ 47.13% |
$1.68M - $1.87M
|
31.2K
$8.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.79KNew |
$1.15M - $1.27M
|
6.79K
$1.81M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$573K - $635K
|
3.4K
$903K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.7KNew |
$456K - $505K
|
2.7K
$718K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$308K - $341K
|
1.82K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.75KNew |
$295K - $327K
|
1.75K
$464K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$211K - $234K
|
1.25K
$332K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
1.11KNew |
$187K - $208K
|
1.11K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.07KNew |
$181K - $201K
|
1.07K
$286K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.02K+ 4241.67% |
$172K - $190K
|
1.04K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
433New |
$73.1K - $81K
|
433
$115K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
420+ 9.29% |
$70.9K - $78.6K
|
4.94K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
400+ 888.89% |
$67.5K - $74.8K
|
445
$118K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
104New |
$17.5K - $19.5K
|
104
$27.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
57New |
$9.62K - $10.7K
|
57
$15.2K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
49New |
$8.27K - $9.16K
|
49
$13K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44New |
$7.42K - $8.23K
|
44
$11.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
36New |
$6.07K - $6.73K
|
36
$9.58K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
20+ 1.68% |
$3.37K - $3.74K
|
1.21K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
16New |
$2.7K - $2.99K
|
16
$4.26K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
10+ 0.11% |
$1.69K - $1.87K
|
8.99K
$2.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
9+ 0.37% |
$1.52K - $1.68K
|
2.42K
$642K
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
7+ 0.38% |
$1.18K - $1.31K
|
1.85K
$492K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
11KNew |
$1.77M - $2.01M
|
11K
$2.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.11KNew |
$1.15M - $1.3M
|
7.11K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.03KNew |
$489K - $553K
|
3.03K
$806K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.97KNew |
$479K - $542K
|
2.97K
$790K
|
|