Milestone Wealth, LLC Ishares Tr Global 100 ETF Transaction History

Milestone Wealth, LLC

$93.9 Million
Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 45 shares of IOO stock, worth $5,620. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 45 -0.0%

Holding current value

$5,620

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 16, 2022	BUY	$71.04 - $78.66 $3,196 - $3,539	45 New	45 $4,000

Others Institutions Holding IOO

# of Institutions

358

Shares Held

44.5M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

25.8M
Shares

$3.23 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.83M
Shares

$353 Million
0.23% of portfolio
Annex Advisory Services, LLC

1.34M
Shares

$168 Million
4.57% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$135 Million
0.04% of portfolio
Morgan Stanley New York, NY

971K
Shares

$121 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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Milestone Wealth, LLC Ishares Tr Global 100 ETF Transaction History