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 |
|---|---|---|---|---|---|---|---|
|
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
|
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
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
47New |
$7.93K - $8.79K
|
47
$12.5K
|
|
|
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
|
|
| 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 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
|
|