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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|
|
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 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
|
|