Purchases and Sales Made in Q3 2024 in Ishares S&P 100 ETF (OEF)

OEF Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 100 ETF (OEF) during Q3 2024. 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
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.38K
New
$366K - $366K
1.38K $366K
Oct 07, 2024 Q3 2024
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
1.32K
New
$352K - $352K
1.32K $352K
Nov 13, 2024 Q3 2024
Sierra Summit Advisors LLC

Incline Village, NV
BUY
 -
1.32K
New
$350K - $350K
1.32K $350K
Oct 03, 2024 Q3 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
1.31K
+ 5.47%
$347K - $347K
25.2K $6.7M
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
1.26K
+ 46.05%
$335K - $335K
4K $1.06M
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
1.26K
+ 11.29%
$334K - $334K
12.4K $3.29M
Oct 22, 2024 Q3 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
1.25K
New
$332K - $332K
1.25K $332K
Oct 30, 2024 Q3 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
1.23K
New
$328K - $328K
1.23K $328K
Oct 17, 2024 Q3 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.19K
New
$317K - $317K
1.19K $317K
Oct 16, 2024 Q3 2024
Mezzasalma Advisors, LLC

BUY
 -
1.17K
+ 27.5%
$311K - $311K
5.42K $1.44M
Nov 13, 2024 Q3 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.16K
New
$309K - $309K
1.16K $309K
Oct 21, 2024 Q3 2024
Flagship Harbor Advisors, LLC

BUY
 -
1.13K
New
$299K - $299K
1.13K $299K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
1.11K
New
$296K - $296K
1.11K $296K
Oct 16, 2024 Q3 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
1.1K
New
$292K - $292K
1.1K $292K
Nov 06, 2024 Q3 2024
Ferguson Wellman Capital Management, Inc

BUY
 -
1.09K
+ 52.21%
$289K - $289K
3.17K $844K
Oct 15, 2024 Q3 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
1.06K
+ 13.27%
$282K - $282K
9.06K $2.41M
Oct 28, 2024 Q3 2024
Us Bancorp \De\

BUY
 -
1.04K
+ 2.44%
$277K - $277K
43.8K $11.7M
Nov 13, 2024 Q3 2024
Kestra Private Wealth Services, LLC

BUY
 -
1.02K
+ 8.85%
$272K - $272K
12.6K $3.35M
Oct 24, 2024 Q3 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
997
+ 2.15%
$265K - $265K
47.5K $12.6M
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
996
+ 22.04%
$265K - $265K
5.52K $1.47M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
983
New
$262K - $262K
983 $262K
Oct 08, 2024 Q3 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
963
+ 6.82%
$256K - $256K
15.1K $4.01M
Oct 17, 2024 Q3 2024
Stratos Wealth Advisors, LLC

BUY
 -
957
+ 14.59%
$255K - $255K
7.52K $2M
Nov 04, 2024 Q3 2024
Wealth Alliance

Mellville, NY
BUY
 -
950
+ 6.14%
$253K - $253K
16.4K $4.37M
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
945
+ 122.41%
$251K - $251K
1.72K $457K
Oct 24, 2024 Q3 2024
Shore Haven Wealth Partners, LLC

BUY
 -
934
+ 39.61%
$248K - $248K
3.29K $876K
Oct 23, 2024 Q3 2024
Harbour Trust & Investment Management CO

Michigan City, IN
BUY
 -
896
+ 1.16%
$238K - $238K
78K $20.7M
Oct 24, 2024 Q3 2024
Global Wealth Management, LLC

Kingston, NJ
BUY
 -
887
New
$236K - $236K
887 $236K
Oct 17, 2024 Q3 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
881
New
$234K - $234K
881 $234K
Nov 14, 2024 Q3 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
880
New
$234K - $234K
880 $234K
Oct 24, 2024 Q3 2024
Capital Advisors, Ltd. LLC

BUY
 -
863
+ 3.36%
$230K - $230K
26.6K $7.07M
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
854
New
$227K - $227K
854 $227K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
850
+ 48.57%
$226K - $226K
2.6K $692K
Nov 13, 2024 Q3 2024
Capital Square, LLC

BUY
 -
836
New
$222K - $222K
836 $222K
Nov 12, 2024 Q3 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
810
+ 15.42%
$215K - $215K
6.06K $1.61M
Oct 21, 2024 Q3 2024
Financial Life Advisors

BUY
 -
805
+ 3.23%
$214K - $214K
25.8K $6.85M
Nov 14, 2024 Q3 2024
Family Management Corp

New York, NY
BUY
 -
805
+ 18.71%
$214K - $214K
5.11K $1.36M
Oct 15, 2024 Q3 2024
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
783
+ 16.64%
$208K - $208K
5.49K $1.46M
Nov 12, 2024 Q3 2024
Seven Bridge Financial Group, LLC

BUY
 -
776
New
$206K - $206K
776 $206K
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
775
New
$206K - $206K
775 $206K
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
760
+ 12.55%
$202K - $202K
6.81K $1.81M
Dec 12, 2024 Q3 2024
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
BUY
 -
750
New
$200K - $200K
750 $200K
Oct 25, 2024 Q3 2024
American Financial Advisors, LLC

BUY
 -
745
New
$198K - $198K
745 $198K
Oct 24, 2024 Q3 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
740
New
$197K - $197K
740 $197K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
739
New
$197K - $197K
739 $197K
Oct 30, 2024 Q3 2024
Crescent Grove Advisors, LLC

BUY
 -
734
New
$195K - $195K
734 $195K
Nov 12, 2024 Q3 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
732
+ 6.93%
$195K - $195K
11.3K $3M
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
725
New
$193K - $193K
725 $193K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
708
New
$188K - $188K
708 $188K

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