Purchases and Sales Made in Q2 2025 in Ishares S&P 100 ETF (OEF)
This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.4K+ 33422.45% |
N/A
|
16.4K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
16.1K+ 48.1% |
N/A
|
49.5K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.1K+ 58.55% |
N/A
|
43.5K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.7K+ 44.81% |
N/A
|
50.6K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
14.8K+ 7.62% |
N/A
|
210K
$55.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7K+ 26.89% |
N/A
|
69.5K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14.3K+ 48.74% |
N/A
|
43.5K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
14K+ 676.53% |
N/A
|
16.1K
$4.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 21.47% |
N/A
|
75.9K
$20.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.2K+ 57.52% |
N/A
|
36.1K
$9.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.1K+ 70.45% |
N/A
|
31.8K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12.9K+ 50.5% |
N/A
|
38.5K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
12.6K+ 48.9% |
N/A
|
38.4K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 330.8% |
N/A
|
16.4K
$4.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
12.6K+ 57.95% |
N/A
|
34.2K
$9.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 57.81% |
N/A
|
33.9K
$9.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 9.09% |
N/A
|
146K
$38.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.3K+ 10.16% |
N/A
|
122K
$32.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.1K+ 206.89% |
N/A
|
16.5K
$4.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11K+ 710.67% |
N/A
|
12.5K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
10.9K+ 21.56% |
N/A
|
61.3K
$16.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.8K+ 106.4% |
N/A
|
21K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10.6K+ 34.15% |
N/A
|
41.8K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 44.83% |
N/A
|
33.3K
$8.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.2K+ 97.12% |
N/A
|
20.6K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.95K+ 29.64% |
N/A
|
43.5K
$11.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
9.92KNew |
N/A
|
9.92K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.8K+ 31.36% |
N/A
|
41K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
9.65K+ 50.61% |
N/A
|
28.7K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.35K+ 49.91% |
N/A
|
28.1K
$7.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.29K+ 190.06% |
N/A
|
14.2K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
9.25KNew |
N/A
|
9.25K
$2.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.19K+ 25.62% |
N/A
|
45.1K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.83KNew |
N/A
|
8.83K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.79K+ 67.19% |
N/A
|
21.9K
$5.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.76KNew |
N/A
|
8.76K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.74KNew |
N/A
|
8.74K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.73K+ 66.11% |
N/A
|
21.9K
$5.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
8.58K+ 61.43% |
N/A
|
22.6K
$6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.54K+ 74.78% |
N/A
|
20K
$5.31M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
8.52K+ 30.92% |
N/A
|
36.1K
$9.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.49K+ 38.18% |
N/A
|
30.7K
$8.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.46K+ 22.46% |
N/A
|
46.1K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
8.38K+ 61.52% |
N/A
|
22K
$5.85M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.96KNew |
N/A
|
7.96K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.76K+ 73.09% |
N/A
|
18.4K
$4.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.56KNew |
N/A
|
7.56K
$2.01M
|