Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-25- 2.82% |
$5.87K - $6.65K
|
862
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-25- 2.79% |
$5.87K - $6.65K
|
870
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21- 41.18% |
$4.93K - $5.59K
|
30
$7.98K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-21- 1.29% |
$4.93K - $5.59K
|
1.6K
$427K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-19- 2.23% |
$4.46K - $5.05K
|
834
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 8.66% |
$2.58K - $2.93K
|
116
$30.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-10- 1.04% |
$2.35K - $2.66K
|
950
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10- 27.03% |
$2.35K - $2.66K
|
27
$7.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8- 0.78% |
$1.88K - $2.13K
|
1.01K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 3.23% |
$235 - $266
|
30
$7.98K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$235 - $266
|
13.4K
$3.58M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-45.5K- 68.24% |
$10M - $11.3M
|
21.2K
$5.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40.7K- 96.23% |
$8.95M - $10.1M
|
1.6K
$425K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-27.3K- 95.52% |
$6M - $6.76M
|
1.28K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23.6K- 47.75% |
$5.19M - $5.86M
|
25.9K
$6.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-4.97K- 31.8% |
$1.09M - $1.23M
|
10.7K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-4.7K- 75.81% |
$1.03M - $1.17M
|
1.5K
$399K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-4.55K- 68.9% |
$999K - $1.13M
|
2.05K
$546K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3.91K- 49.81% |
$860K - $970K
|
3.94K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.77K- 0.72% |
$608K - $686K
|
381K
$101M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.18K- 58.88% |
$479K - $540K
|
1.52K
$405K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.48K- 90.81% |
$326K - $368K
|
150
$39.9K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.42K- 50.0% |
$311K - $351K
|
1.42K
$376K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.21KClosed |
$265K - $299K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-676- 39.76% |
$149K - $168K
|
1.02K
$272K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-500- 10.52% |
$110K - $124K
|
4.26K
$1.13M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-338Closed |
$74.3K - $83.8K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-282- 20.98% |
$62K - $69.9K
|
1.06K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-170- 15.51% |
$37.4K - $42.2K
|
926
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-164- 71.62% |
$36K - $40.7K
|
65
$17.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-110- 9.02% |
$24.2K - $27.3K
|
1.11K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-100- 0.46% |
$22K - $24.8K
|
21.8K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-89- 1.94% |
$19.6K - $22.1K
|
4.49K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-85- 9.13% |
$18.7K - $21.1K
|
846
$225K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-85- 8.34% |
$18.7K - $21.1K
|
934
$248K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-71- 2.16% |
$15.6K - $17.6K
|
3.21K
$854K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-62- 2.59% |
$13.6K - $15.4K
|
2.33K
$620K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-53- 1.67% |
$11.6K - $13.1K
|
3.11K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-42- 4.13% |
$9.23K - $10.4K
|
975
$259K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-37- 3.56% |
$8.13K - $9.18K
|
1K
$267K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-34- 2.81% |
$7.47K - $8.43K
|
1.18K
$313K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32- 50.0% |
$7.03K - $7.94K
|
32
$8.51K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-20- 22.99% |
$4.4K - $4.96K
|
67
$17.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-17- 1.33% |
$3.74K - $4.22K
|
1.26K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-14- 0.07% |
$3.08K - $3.47K
|
20.7K
$5.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10- 66.67% |
$2.2K - $2.48K
|
5
$1.33K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.12K- 19.29% |
$217K - $251K
|
4.69K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-800- 8.74% |
$155K - $179K
|
8.36K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-435- 9.56% |
$84.3K - $97.5K
|
4.12K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-362- 8.49% |
$70.1K - $81.1K
|
3.9K
$1.04M
|
|