Surevest, LLC Ishares Tr Global 100 ETF Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Surevest, LLC holds 2,210 shares of IOO stock, worth $213,441. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,210

Previous 2,210 -0.0%

Holding current value

$213,441

Previous $142,000 7.04%

% of portfolio

0.04%

Previous 0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	N/A	2,210 New	2,210 $172,000

Others Institutions Holding IOO

# of Institutions

266

Shares Held

42.7M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

25.3M
Shares

$2.44 Billion
0.05% of portfolio
Northwestern Mutual Wealth Management CO

3.44M
Shares

$332 Million
0.32% of portfolio
Old National Bancorp

1.21M
Shares

$117 Million
2.58% of portfolio
Amplius Wealth Advisors, LLC

901K
Shares

$87 Million
9.85% of portfolio
Bank Of America Corp Charlotte, NC

746K
Shares

$72 Million
0.01% of portfolio

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About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

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