Modern Wealth Management, LLC Ishares Tr Global 100 ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 316,126 shares of IOO stock, worth $32.3 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
316,126
Previous 316,721 0.19%
Holding current value
$32.3 Million
Previous $32.6 Billion 6.6%
% of portfolio
0.99%
Previous 1.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$96.2 - $105.12 $57,239 - $62,546
-595 Reduced 0.19%
316,126 $30.4 Billion
Q4 2024

May 29, 2025
BUY
$97.46 - $103.45 $8,089 - $8,586
83 Added 0.03%
316,209 $31.9 Million
Q4 2024

Feb 11, 2025
BUY
$97.46 - $103.45 $20.6 Million - $21.9 Million
211,693 Added 201.56%
316,721 $32.6 Billion
Q3 2024

May 29, 2025
SELL
$89.63 - $100.83 $18.9 Million - $21.3 Million
-211,139 Reduced 66.79%
104,987 $10.4 Million
Q3 2024

Nov 05, 2024
BUY
$89.63 - $100.83 $561,800 - $632,002
6,268 Added 6.35%
105,028 $10.4 Billion
Q2 2024

May 29, 2025
SELL
$85.21 - $97.45 $18.5 Million - $21.2 Million
-217,366 Reduced 68.76%
98,760 $9.54 Million
Q2 2024

Aug 07, 2024
SELL
$85.21 - $97.45 $31,016 - $35,471
-364 Reduced 0.37%
98,760 $9.54 Billion
Q1 2024

May 28, 2025
SELL
$79.13 - $89.46 $17.2 Million - $19.4 Million
-216,806 Reduced 68.58%
99,320 $8.88 Billion
Q1 2024

May 13, 2024
BUY
$79.13 - $89.46 $1.05 Million - $1.19 Million
13,258 Added 15.44%
99,124 $9.02 Billion
Q4 2023

May 28, 2025
SELL
$70.98 - $80.68 $16.3 Million - $18.6 Million
-229,955 Reduced 72.74%
86,171 $6.94 Billion
Q4 2023

Feb 14, 2024
BUY
$70.98 - $80.68 $6.09 Million - $6.93 Million
85,866 New
85,866 $6.91 Billion

Others Institutions Holding IOO

# of Institutions
354
Shares Held
46.1M
Call Options Held
3.3K
Put Options Held
28.4K
View Full List

About ISHARES TR GLOBAL 100 ETF

IOO Quotes by TradingView
  • Ticker IOO
  • Sector ETFs
  • Industry ETFs
More about IOO
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