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 07, 2024 Q3 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
704
+ 26.45%
$187K - $187K
3.37K $895K
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
696
+ 8.95%
$185K - $185K
8.48K $2.25M
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
694
New
$185K - $185K
694 $185K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
676
New
$180K - $180K
676 $180K
Nov 06, 2024 Q3 2024
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
672
+ 1.98%
$179K - $179K
34.7K $9.23M
Nov 14, 2024 Q3 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
651
+ 1.41%
$173K - $173K
46.7K $12.4M
Oct 08, 2024 Q3 2024
Cypress Wealth Services, LLC

BUY
 -
640
+ 3.01%
$170K - $170K
21.9K $5.82M
Nov 15, 2024 Q3 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
633
+ 36.8%
$168K - $168K
2.35K $626K
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
614
+ 51.68%
$163K - $163K
1.8K $479K
Nov 06, 2024 Q3 2024
Ria Advisory Group LLC

Ames, IA
BUY
 -
607
+ 3.17%
$161K - $161K
19.8K $5.26M
Nov 12, 2024 Q3 2024
Beacon Financial Group

BUY
 -
592
+ 10.99%
$157K - $157K
5.98K $1.59M
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
573
+ 88.02%
$152K - $152K
1.22K $326K
Nov 12, 2024 Q3 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
568
+ 6.58%
$151K - $151K
9.2K $2.45M
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
561
+ 20.8%
$149K - $149K
3.26K $867K
Nov 13, 2024 Q3 2024
D.A. Davidson & Co.

BUY
 -
558
+ 2.42%
$148K - $148K
23.6K $6.28M
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
553
+ 32.28%
$147K - $147K
2.27K $603K
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
550
+ 1.11%
$146K - $146K
50.1K $13.3M
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
544
+ 1.67%
$145K - $145K
33.1K $8.8M
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
538
+ 222.31%
$143K - $143K
780 $208K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
523
+ 22.81%
$139K - $139K
2.82K $749K
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
508
+ 111.65%
$135K - $135K
963 $256K
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
501
+ 2.25%
$133K - $133K
22.8K $6.07M
Nov 04, 2024 Q3 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
496
+ 2.31%
$132K - $132K
22K $5.85M
Oct 21, 2024 Q3 2024
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
495
+ 1.71%
$132K - $132K
29.5K $7.83M
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
494
+ 12.72%
$131K - $131K
4.38K $1.16M
Nov 13, 2024 Q3 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
485
+ 9.28%
$129K - $129K
5.71K $1.52M
Oct 07, 2024 Q3 2024
Diversified Trust CO

BUY
 -
481
+ 23.26%
$128K - $128K
2.55K $678K
Nov 13, 2024 Q3 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
465
+ 24.88%
$124K - $124K
2.33K $621K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
463
+ 1.79%
$123K - $123K
26.3K $7M
Nov 04, 2024 Q3 2024
1900 Wealth Management LLC

BUY
 -
460
+ 30.96%
$122K - $122K
1.95K $518K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
442
+ 13.01%
$118K - $118K
3.84K $1.02M
Nov 01, 2024 Q3 2024
Sheets Smith Wealth Management

BUY
 -
433
+ 14.61%
$115K - $115K
3.4K $904K
Oct 15, 2024 Q3 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
424
+ 35.22%
$113K - $113K
1.63K $433K
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
420
+ 1.32%
$112K - $112K
32.2K $8.58M
Nov 14, 2024 Q3 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
404
+ 28.02%
$107K - $107K
1.85K $491K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
385
+ 1.13%
$102K - $102K
34.4K $9.16M
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
374
+ 0.71%
$99.5K - $99.5K
52.8K $14M
Oct 25, 2024 Q3 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
352
+ 4.45%
$93.6K - $93.6K
8.27K $2.2M
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
351
+ 3900.0%
$93.4K - $93.4K
360 $95.8K
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
350
+ 8.36%
$93.1K - $93.1K
4.54K $1.21M
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
349
+ 43.09%
$92.8K - $92.8K
1.16K $308K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
332
New
$88.3K - $88.3K
332 $88.3K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
325
+ 53.45%
$86.5K - $86.5K
933 $248K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
319
+ 37.18%
$84.9K - $84.9K
1.18K $313K
Nov 07, 2024 Q3 2024
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
314
+ 25.2%
$83.5K - $83.5K
1.56K $415K
Oct 29, 2024 Q3 2024
Cardinal Strategic Wealth Guidance

BUY
 -
313
+ 1.43%
$83.3K - $83.3K
22.2K $5.92M
Nov 06, 2024 Q3 2024
Signature Estate & Investment Advisors LLC

BUY
 -
294
+ 1.98%
$78.2K - $78.2K
15.1K $4.02M
Oct 24, 2024 Q3 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
281
+ 10.23%
$74.8K - $74.8K
3.03K $805K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
272
+ 5.54%
$72.4K - $72.4K
5.18K $1.38M

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