Amplius Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History

Amplius Wealth Advisors, LLC

$858 Million
Q4 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 323,379 shares of IOO stock, worth $40.4 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares

323,379

Previous 330,257 2.08%

Holding current value

$40.4 Million

Previous $39.6 Million 1.92%

% of portfolio

4.71%

Previous 4.66%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$118.15 - $126.87 $812,635 - $872,611	-6,878 Reduced 2.08%	323,379 $40.4 Million
Q3 2025 Oct 21, 2025	SELL	$107.55 - $120.01 $84.5 Million - $94.3 Million	-786,024 Reduced 70.41%	330,257 $39.6 Million
Q2 2025 Aug 04, 2025	SELL	$84.95 - $107.81 $3.21 Million - $4.07 Million	-37,731 Reduced 3.27%	1,116,281 $120 Million
Q1 2025 Apr 10, 2025	BUY	$96.2 - $105.12 $10.6 Million - $11.6 Million	110,599 Added 10.6%	1,154,012 $111 Million
Q4 2024 Jan 16, 2025	BUY	$97.46 - $103.45 $12.4 Million - $13.1 Million	126,863 Added 13.84%	1,043,413 $105 Million

Q3 2024 Oct 16, 2024	BUY	$89.63 - $100.83 $1.05 Million - $1.19 Million	11,760 Added 1.3%	916,550 $90.9 Million
Q2 2024 Jul 22, 2024	BUY	$85.21 - $97.45 $308,034 - $352,281	3,615 Added 0.4%	904,790 $87.4 Million
Q1 2024 Apr 16, 2024	BUY	$79.13 - $89.46 $14 Million - $15.8 Million	176,942 Added 24.43%	901,175 $80.6 Million
Q4 2023 Jan 10, 2024	BUY	$70.98 - $80.68 $10.1 Million - $11.5 Million	141,995 Added 24.39%	724,233 $58.3 Million
Q3 2023 Oct 17, 2023	BUY	$72.92 - $78.05 $1.63 Million - $1.75 Million	22,393 Added 4.0%	582,238 $42.6 Million
Q2 2023 Jul 26, 2023	BUY	$70.32 - $76.19 $182,691 - $197,941	2,598 Added 0.47%	559,845 $42.6 Million
Q1 2023 Apr 25, 2023	BUY	$63.56 - $70.06 $1.16 Million - $1.28 Million	18,243 Added 3.38%	557,247 $39 Million
Q4 2022 Jan 19, 2023	SELL	$59.73 - $68.11 $14.6 Million - $16.6 Million	-244,403 Reduced 31.2%	539,004 $0
Q3 2022 Nov 10, 2022	SELL	$59.52 - $71.46 $5.63 Million - $6.76 Million	-94,667 Reduced 10.78%	783,407 $46.6 Million
Q2 2022 Jul 21, 2022	SELL	$62.45 - $77.12 $8.97 Million - $11.1 Million	-143,690 Reduced 14.06%	878,074 $56.3 Million
Q1 2022 May 09, 2022	SELL	$69.7 - $78.7 $1.7 Million - $1.92 Million	-24,440 Reduced 2.34%	1,021,764 $77.7 Million
Q4 2021 Jan 28, 2022	BUY	$71.04 - $78.66 $74.3 Million - $82.3 Million	1,046,204 New	1,046,204 $81.6 Million

Others Institutions Holding IOO

# of Institutions

364

Shares Held

44.5M

Call Options Held

Put Options Held

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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History