Copia Wealth Management Ishares Tr Global 100 ETF Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

A detailed history of Copia Wealth Management transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Copia Wealth Management holds 88 shares of IOO stock, worth $8,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$8,831

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$97.46 - $103.45 $8,576 - $9,103	88 New	88 $8.87 Million

Others Institutions Holding IOO

# of Institutions

333

Shares Held

46.8M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

25.8M
Shares

$2.59 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

3.29M
Shares

$330 Million
0.28% of portfolio
Amplius Wealth Advisors, LLC

1.04M
Shares

$105 Million
12.35% of portfolio
Morgan Stanley New York, NY

948K
Shares

$95.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

860K
Shares

$86.3 Million
0.04% of portfolio

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About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

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