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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
3.89K+ 38.89% |
N/A
|
13.9K
$3.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.85KNew |
N/A
|
3.85K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.79K+ 66.99% |
N/A
|
9.44K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
3.7K+ 7.23% |
N/A
|
54.9K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.64K+ 55.55% |
N/A
|
10.2K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
3.57KNew |
N/A
|
3.57K
$951K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.55KNew |
N/A
|
3.55K
$945K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.5K+ 931.38% |
N/A
|
3.88K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.28K+ 103.96% |
N/A
|
6.44K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.23K+ 54.11% |
N/A
|
9.19K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.14K+ 32.04% |
N/A
|
12.9K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 8.95% |
N/A
|
37.5K
$9.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.01K+ 28.21% |
N/A
|
13.7K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.96K+ 7.17% |
N/A
|
44.2K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.89K+ 6.06% |
N/A
|
50.6K
$13.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.88K+ 22.5% |
N/A
|
15.7K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.84K+ 4574.19% |
N/A
|
2.9K
$771K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.82K+ 36.36% |
N/A
|
10.6K
$2.81M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.76K+ 60.22% |
N/A
|
7.34K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 6.45% |
N/A
|
44.4K
$11.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.68K+ 22.84% |
N/A
|
14.4K
$3.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.65K+ 24.82% |
N/A
|
13.3K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.63K+ 84.85% |
N/A
|
5.74K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.61K+ 28.95% |
N/A
|
11.6K
$3.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.59K+ 20.74% |
N/A
|
15.1K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.53K+ 253.0% |
N/A
|
3.53K
$939K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.45K+ 38.88% |
N/A
|
8.74K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.44K+ 56.24% |
N/A
|
6.78K
$1.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.43K+ 35.08% |
N/A
|
9.34K
$2.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.36K+ 14.48% |
N/A
|
18.7K
$4.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.25KNew |
N/A
|
2.25K
$599K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.22K+ 132.97% |
N/A
|
3.89K
$1.04M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.15K+ 9.44% |
N/A
|
24.9K
$6.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.13K+ 96.33% |
N/A
|
4.34K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 3.88% |
N/A
|
56.7K
$15.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$560K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.06KNew |
N/A
|
2.06K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 37.21% |
N/A
|
7.45K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.01KNew |
N/A
|
2.01K
$534K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2K+ 20.56% |
N/A
|
11.7K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.92K+ 47.27% |
N/A
|
5.99K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.92K+ 11.21% |
N/A
|
19K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.91K+ 0.17% |
N/A
|
1.15M
$305M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.89K+ 6.84% |
N/A
|
29.4K
$7.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.86K+ 27.92% |
N/A
|
8.53K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.84K+ 61.56% |
N/A
|
4.82K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.81K+ 14.48% |
N/A
|
14.3K
$3.81M
|