Synergy Asset Management, LLC Ishares Tr Global 100 ETF Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 5 shares of IOO stock, worth $519. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$519

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$97.46 - $103.45 $487 - $517	5 New	5 $0

Others Institutions Holding IOO

# of Institutions

299

Shares Held

45.4M

Call Options Held

Put Options Held

2.2K

Black Rock Inc. New York, NY

25.8M
Shares

$2.68 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

3.78M
Shares

$392 Million
0.33% of portfolio
Amplius Wealth Advisors, LLC

1.04M
Shares

$108 Million
12.35% of portfolio
Morgan Stanley New York, NY

878K
Shares

$91.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

800K
Shares

$83.1 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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Synergy Asset Management, LLC Ishares Tr Global 100 ETF Transaction History