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 22,809 shares of IOO stock, worth $2.2 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
22,809
Previous 20,577 10.85%
Holding current value
$2.2 Million
Previous $1.66 Million 23.13%
% of portfolio
1.41%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR GLOBAL 100 ETF


  • Ticker IOO
  • Sector ETFs
  • Industry ETFs
More about IOO
Track This Portfolio

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.