Lwm Advisory Services, LLC Ishares Tr Global 100 ETF Transaction History

Lwm Advisory Services, LLC

$139 Million
Q2 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 22,030 shares of IOO stock, worth $2.65 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

22,030

Previous 26,025 15.35%

Holding current value

$2.65 Million

Previous $2.51 Million 5.19%

% of portfolio

1.71%

Previous 1.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$84.95 - $107.81 $339,375 - $430,700	-3,995 Reduced 15.35%	22,030 $2.38 Million
Q1 2025 May 13, 2025	BUY	$96.2 - $105.12 $9,620 - $10,512	100 Added 0.39%	26,025 $2.51 Million
Q4 2024 Feb 03, 2025	BUY	$97.46 - $103.45 $192,775 - $204,624	1,978 Added 8.26%	25,925 $2.61 Million
Q3 2024 Nov 13, 2024	BUY	$89.63 - $100.83 $82,907 - $93,267	925 Added 4.02%	23,947 $2.37 Million
Q2 2024 Aug 08, 2024	BUY	$85.21 - $97.45 $18,149 - $20,756	213 Added 0.93%	23,022 $2.22 Million
Q1 2024 May 09, 2024	BUY	$79.13 - $89.46 $176,618 - $199,674	2,232 Added 10.85%	22,809 $2.04 Million
Q4 2023 Feb 05, 2024	BUY	$70.98 - $80.68 $1.42 Million - $1.62 Million	20,019 Added 3587.63%	20,577 $1.66 Million
Q3 2023 Nov 02, 2023	BUY	$72.92 - $78.05 $40,689 - $43,551	558 New	558 $40,000

Others Institutions Holding IOO

# of Institutions

363

Shares Held

44.1M

Call Options Held

Put Options Held

28.5K

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About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

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Lwm Advisory Services, LLC Ishares Tr Global 100 ETF Transaction History