A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,043 shares of IOO stock, worth $102,891. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,043
Previous 1,043 -0.0%
Holding current value
$102,891
Previous $100,000 3.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$79.13 - $89.46 $10,999 - $12,434
-139 Reduced 11.76%
1,043 $93,000
Q4 2023

Jan 25, 2024

SELL
$70.98 - $80.68 $10,930 - $12,424
-154 Reduced 11.53%
1,182 $95,000
Q3 2023

Nov 09, 2023

SELL
$72.92 - $78.05 $6,198 - $6,634
-85 Reduced 5.98%
1,336 $97,000
Q2 2023

Aug 11, 2023

SELL
$70.32 - $76.19 $6,188 - $6,704
-88 Reduced 5.83%
1,421 $108,000
Q1 2023

May 08, 2023

SELL
$63.56 - $70.06 $1,016 - $1,120
-16 Reduced 1.05%
1,509 $105,000
Q3 2022

Nov 08, 2022

BUY
$59.52 - $71.46 $90,768 - $108,976
1,525 New
1,525 $91,000

Others Institutions Holding IOO

About ISHARES TR GLOBAL 100 ETF


  • Ticker IOO
  • Sector ETFs
  • Industry ETFs
More about IOO
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