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 $232,271. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,210

Previous 2,210 -0.0%

Holding current value

$232,271

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	$71.04 - $78.66 $156,998 - $173,838	2,210 New	2,210 $172,000

Others Institutions Holding IOO

# of Institutions

331

Shares Held

46.7M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

25.8M
Shares

$2.72 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

3.29M
Shares

$345 Million
0.28% of portfolio
Amplius Wealth Advisors, LLC

1.04M
Shares

$110 Million
12.35% of portfolio
Morgan Stanley New York, NY

948K
Shares

$99.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

860K
Shares

$90.4 Million
0.04% of portfolio

View Full List

About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

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