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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
300+ 22.3% |
$50.1K - $63.3K
|
1.65K
$438K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
147New |
$24.5K - $31K
|
147
$39.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
127+ 249.02% |
$21.2K - $26.8K
|
178
$47.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
125New |
$20.9K - $26.4K
|
125
$33.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
115New |
$19.2K - $24.3K
|
115
$30.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
52New |
$8.68K - $11K
|
52
$13.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
36New |
$6.01K - $7.6K
|
36
$9.58K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
22New |
$3.67K - $4.65K
|
22
$5.85K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
3.15MNew |
$601M - $698M
|
3.15M
$838M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
3.24KNew |
$619K - $719K
|
3.24K
$863K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$19.1K - $22.2K
|
100
$26.6K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.85% |
$191 - $222
|
55
$14.6K
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.37KNew |
$1.65M - $1.85M
|
8.37K
$2.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
87New |
$17.1K - $19.2K
|
87
$23.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
44New |
$8.66K - $9.72K
|
44
$11.7K
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
143KNew |
$28M - $29.8M
|
143K
$37.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23K+ 1143.78% |
$4.51M - $4.8M
|
25K
$6.65M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.6KNew |
$2.08M - $2.21M
|
10.6K
$2.82M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.26KNew |
$247K - $262K
|
1.26K
$334K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.26KNew |
$247K - $262K
|
1.26K
$334K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
153New |
$30K - $31.9K
|
153
$40.7K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
55New |
$10.8K - $11.5K
|
55
$14.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
35.1KNew |
$6.38M - $6.88M
|
35.1K
$9.33M
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
22.1K+ 19517.7% |
$4.01M - $4.33M
|
22.2K
$5.9M
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.3KNew |
$236K - $255K
|
1.3K
$345K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
77New |
$14K - $15.1K
|
77
$20.5K
|
|
| Q1 2021 | |||||||
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
324New |
$54.9K - $58.5K
|
324
$86.2K
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
300New |
$50.8K - $54.1K
|
300
$79.8K
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
CALL |
18.4KNew |
$2.77M - $3.16M
|
18.4K
$4.89M
|
|
|
Feb 01, 2021
Q4 2020
|
Hemington Wealth Management
|
BUY
|
- |
8.55KNew |
$1.29M - $1.47M
|
8.55K
$2.27M
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.63KNew |
$245K - $279K
|
1.63K
$433K
|
|
|
Feb 26, 2021
Q4 2020
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
896New |
$135K - $154K
|
896
$238K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
98New |
$14.8K - $16.8K
|
98
$26.1K
|
|
|
Feb 04, 2021
Q4 2020
|
Salomon & Ludwin, LLC
|
BUY
|
- |
84+ 3.86% |
$12.7K - $14.4K
|
2.26K
$601K
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.27% |
$151 - $172
|
376
$100K
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
BUY
|
- |
1.32KNew |
$190K - $222K
|
1.32K
$351K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
90New |
$12.9K - $15.1K
|
90
$23.9K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.46KNew |
$165K - $214K
|
1.46K
$387K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
15New |
$1.7K - $2.2K
|
15
$3.99K
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
BUY
|
- |
2.79KNew |
$291K - $425K
|
2.79K
$742K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
632New |
$66K - $96.2K
|
632
$168K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Plancorp, LLC
|
BUY
|
- |
3.38KNew |
$431K - $488K
|
3.38K
$898K
|
|
|
Feb 03, 2020
Q4 2019
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.52KNew |
$194K - $220K
|
1.52K
$404K
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
BUY
|
PUT |
48New |
$6.13K - $6.95K
|
48
$12.8K
|
|
| Q2 2019 | |||||||
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
665+ 46.08% |
$80.6K - $87.2K
|
2.11K
$561K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.7KNew |
$207K - $215K
|
1.7K
$452K
|
|
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
165New |
$20.1K - $20.9K
|
165
$43.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$3.19M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
20.8KNew |
N/A
|
20.8K
$5.53M
|
|
|
Feb 12, 2018
Q4 2017
|
Brown Advisory Inc
|
BUY
|
PUT |
4KNew |
N/A
|
4K
$1.06M
|
|