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, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.55KNew |
$494K - $571K
|
2.55K
$678K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.5KNew |
$485K - $561K
|
2.5K
$666K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.35KNew |
$454K - $526K
|
2.35K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.1KNew |
$406K - $470K
|
2.1K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.1KNew |
$406K - $470K
|
2.1K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.86KNew |
$361K - $418K
|
1.86K
$496K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$286K - $331K
|
1.48K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.32KNew |
$256K - $296K
|
1.32K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.27KNew |
$247K - $286K
|
1.27K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21KNew |
$234K - $271K
|
1.21K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$219K - $253K
|
1.13K
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.1KNew |
$212K - $245K
|
1.1K
$291K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.09KNew |
$212K - $245K
|
1.09K
$291K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.05KNew |
$203K - $235K
|
1.05K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.02KNew |
$197K - $228K
|
1.02K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
965New |
$187K - $216K
|
965
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
936New |
$181K - $210K
|
936
$249K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
933New |
$181K - $209K
|
933
$248K
|
|
|
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
|
|
|
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
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
108New |
$20.9K - $24.2K
|
108
$28.7K
|
|
|
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
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15New |
$2.91K - $3.36K
|
15
$3.99K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
11New |
$2.13K - $2.47K
|
11
$2.93K
|
|
|
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
|
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
|
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 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
|
|