Purchases and Sales Made in Q1 2025 in Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P 100 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 40.3% |
N/A
|
17.2K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
4.68K+ 0.01% |
N/A
|
50.7M
$13.5B
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.65K+ 178.85% |
N/A
|
7.25K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.48K+ 211.77% |
N/A
|
6.59K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.32K+ 71.37% |
N/A
|
10.4K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.31KNew |
N/A
|
4.31K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.3K+ 23.32% |
N/A
|
22.8K
$6.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.24K+ 206.58% |
N/A
|
6.29K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.08K+ 0.51% |
N/A
|
806K
$214M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.97K+ 7.82% |
N/A
|
54.8K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.93K+ 108.06% |
N/A
|
7.57K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.91K+ 112.45% |
N/A
|
7.39K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.71KNew |
N/A
|
3.71K
$987K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.4K+ 417.96% |
N/A
|
4.21K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.33K+ 6656.0% |
N/A
|
3.38K
$899K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.3K+ 6.9% |
N/A
|
51.2K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.28K+ 253.12% |
N/A
|
4.58K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.28K+ 3.29% |
N/A
|
103K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.25K+ 51.52% |
N/A
|
9.55K
$2.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$839K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.08K+ 10.71% |
N/A
|
31.8K
$8.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 8.26% |
N/A
|
40K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3KNew |
N/A
|
3K
$797K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.95K+ 3.77% |
N/A
|
81.2K
$21.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.93K+ 5.03% |
N/A
|
61.3K
$16.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.9K+ 143.0% |
N/A
|
4.93K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.9K+ 73.62% |
N/A
|
6.84K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 84.99% |
N/A
|
6.25K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.78K+ 105.22% |
N/A
|
5.43K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.77K+ 211.92% |
N/A
|
4.08K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.74KNew |
N/A
|
2.74K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.71K+ 307.6% |
N/A
|
3.59K
$955K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.67K+ 7015.79% |
N/A
|
2.7K
$719K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.53KNew |
N/A
|
2.53K
$672K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.47K+ 70.7% |
N/A
|
5.95K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.46K+ 866.2% |
N/A
|
2.74K
$730K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.44K+ 85.61% |
N/A
|
5.29K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.41KNew |
N/A
|
2.41K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.34K+ 114.64% |
N/A
|
4.38K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.29K+ 4.99% |
N/A
|
48.1K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.29K+ 114300.0% |
N/A
|
2.29K
$609K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.28K+ 84.35% |
N/A
|
4.97K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.27K+ 5.0% |
N/A
|
47.7K
$12.7M
|