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 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.12K+ 77.78% |
N/A
|
20.8K
$5.54M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.11KNew |
N/A
|
9.11K
$2.42M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
8.94KNew |
N/A
|
8.94K
$2.38M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.9KNew |
N/A
|
8.9K
$2.37M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9K+ 222.5% |
N/A
|
12.9K
$3.43M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8.63K+ 9.36% |
N/A
|
101K
$26.8M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.23K+ 215.71% |
N/A
|
12K
$3.2M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
8.08KNew |
N/A
|
8.08K
$2.15M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.01K+ 15.99% |
N/A
|
58.1K
$15.5M
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$2.05M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.61KNew |
N/A
|
7.61K
$2.03M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.28KNew |
N/A
|
7.28K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.26K+ 222.84% |
N/A
|
10.5K
$2.8M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.96K+ 271.19% |
N/A
|
9.52K
$2.53M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.47K+ 244.22% |
N/A
|
9.12K
$2.42M
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$1.62M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.76K+ 263.35% |
N/A
|
7.95K
$2.11M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.47KNew |
N/A
|
5.47K
$1.46M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.66KNew |
N/A
|
4.66K
$1.24M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.66K+ 14.66% |
N/A
|
36.4K
$9.69M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.43K+ 8.78% |
N/A
|
54.8K
$14.6M
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.26K+ 34.65% |
N/A
|
16.5K
$4.4M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.23KNew |
N/A
|
4.23K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 7.68% |
N/A
|
58.2K
$15.5M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.04K+ 347.93% |
N/A
|
5.21K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.96K+ 71.12% |
N/A
|
9.52K
$2.53M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.81K+ 33.7% |
N/A
|
15.1K
$4.02M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.78K+ 8.83% |
N/A
|
46.6K
$12.4M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.61K+ 1.99% |
N/A
|
185K
$49.1M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 6.01% |
N/A
|
62.2K
$16.5M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
N/A
|
3.47K
$922K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$896K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.24KNew |
N/A
|
3.24K
$862K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$850K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17KNew |
N/A
|
3.17K
$843K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$820K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3K+ 122.55% |
N/A
|
5.45K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.81K+ 1.88% |
N/A
|
152K
$40.5M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$744K
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
2.79K+ 9.61% |
N/A
|
31.8K
$8.46M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.68K+ 4.93% |
N/A
|
56.9K
$15.2M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 2.93% |
N/A
|
93.6K
$24.9M
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$680K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.54K+ 2.38% |
N/A
|
109K
$29.1M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
2.43K+ 4.13% |
N/A
|
61.2K
$16.3M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.37K+ 241.1% |
N/A
|
3.35K
$892K
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.26KNew |
N/A
|
2.26K
$601K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.21K+ 1.93% |
N/A
|
117K
$31.1M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$563K
|