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 $224,049. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,210

Previous 2,210 -0.0%

Holding current value

$224,049

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

294

Shares Held

45.4M

Call Options Held

Put Options Held

2.2K

Black Rock Inc. New York, NY

25.8M
Shares

$2.62 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

3.78M
Shares

$383 Million
0.33% of portfolio
Amplius Wealth Advisors, LLC

917K
Shares

$92.9 Million
11.16% of portfolio
Morgan Stanley New York, NY

878K
Shares

$89 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

800K
Shares

$81.1 Million
0.01% of portfolio

View Full List

About ISHARES TR GLOBAL 100 ETF

Ticker IOO
Sector ETFs
Industry ETFs

More about IOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account