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 99,124 shares of IOO stock, worth $9.85 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
99,124
Previous 85,866 15.44%
Holding current value
$9.85 Million
Previous $6.91 Billion 30.42%
% of portfolio
0.81%
Previous 0.93%

Shares

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

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

About ISHARES TR GLOBAL 100 ETF


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

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.