Independent Solutions Wealth Management, LLC Ishares Tr Global 100 ETF Transaction History

Independent Solutions Wealth Management, LLC

$512 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$96.2 - $105.12 $62,818 - $68,643	653 Added 5.04%	13,618 $1.31 Billion
Q4 2024 Feb 11, 2025	BUY	$97.46 - $103.45 $1.26 Million - $1.34 Million	12,965 New	12,965 $1.31 Billion

Others Institutions Holding IOO

# of Institutions

359

Shares Held

45M

Call Options Held

Put Options Held

28.5K

Black Rock Inc. New York, NY

25.8M
Shares

$2.94 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.9M
Shares

$330 Million
0.23% of portfolio
Annex Advisory Services, LLC

1.42M
Shares

$162 Million
5.03% of portfolio
Amplius Wealth Advisors, LLC

1.12M
Shares

$127 Million
12.22% of portfolio
Lpl Financial LLC Fort Mill, SC

915K
Shares

$104 Million
0.03% of portfolio

View Full List

About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account