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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.89KNew |
$466K - $527K
|
2.89K
$768K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.23KNew |
$360K - $407K
|
2.23K
$593K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.8KNew |
$290K - $329K
|
1.8K
$479K
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.56KNew |
$252K - $286K
|
1.56K
$416K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.42KNew |
$229K - $259K
|
1.42K
$377K
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.24KNew |
$201K - $227K
|
1.24K
$331K
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.23KNew |
$198K - $224K
|
1.23K
$326K
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$195K - $221K
|
1.21K
$322K
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
604+ 16.84% |
$97.4K - $110K
|
4.19K
$1.11M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
455New |
$73.4K - $83.1K
|
455
$121K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
275New |
$44.4K - $50.2K
|
275
$73.2K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
207New |
$33.4K - $37.8K
|
207
$55.1K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
166New |
$26.8K - $30.3K
|
166
$44.2K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
68New |
$11K - $12.4K
|
68
$18.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$9.68K - $11K
|
60
$16K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$6.45K - $7.3K
|
40
$10.6K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14+ 100.0% |
$2.26K - $2.56K
|
28
$7.45K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$806 - $913
|
5
$1.33K
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.04% |
$161 - $183
|
2.24K
$595K
|
|
Q3 2022 | |||||||
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
18.7KNew |
$3.05M - $3.69M
|
18.7K
$4.99M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
12.3KNew |
$1.99M - $2.41M
|
12.3K
$3.26M
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.11KNew |
$343K - $415K
|
2.11K
$561K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.69KNew |
$274K - $332K
|
1.69K
$449K
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.59KNew |
$259K - $314K
|
1.59K
$424K
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.33KNew |
$216K - $262K
|
1.33K
$354K
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
1.27KNew |
$207K - $250K
|
1.27K
$338K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.01KNew |
$164K - $199K
|
1.01K
$269K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
340New |
$55.3K - $66.9K
|
340
$90.5K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
203+ 45.82% |
$33K - $40K
|
646
$172K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130New |
$21.1K - $25.6K
|
130
$34.6K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
116New |
$18.9K - $22.8K
|
116
$30.9K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
87New |
$14.1K - $17.1K
|
87
$23.1K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
83New |
$13.5K - $16.3K
|
83
$22.1K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
73+ 3.95% |
$11.9K - $14.4K
|
1.92K
$511K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$6.5K - $7.87K
|
40
$10.6K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 66.67% |
$1.63K - $1.97K
|
25
$6.65K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2+ 0.04% |
$325 - $394
|
5.12K
$1.36M
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
46KNew |
$7.67M - $9.71M
|
46K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.1KNew |
$6.69M - $8.46M
|
40.1K
$10.7M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
13.3KNew |
$2.22M - $2.81M
|
13.3K
$3.54M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
8.07KNew |
$1.35M - $1.7M
|
8.07K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.6KNew |
$934K - $1.18M
|
5.6K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.57KNew |
$428K - $542K
|
2.57K
$682K
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.56KNew |
$427K - $541K
|
2.56K
$681K
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.24KNew |
$374K - $474K
|
2.24K
$597K
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
1.53KNew |
$256K - $324K
|
1.53K
$408K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 154.58% |
$253K - $321K
|
2.5K
$665K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
817+ 33.73% |
$136K - $173K
|
3.24K
$862K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
659New |
$110K - $139K
|
659
$175K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
490New |
$81.8K - $103K
|
490
$130K
|