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 $4,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 45 -0.0%

Holding current value

$4,707

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

330

Shares Held

46.6M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

25.8M
Shares

$2.7 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

3.29M
Shares

$344 Million
0.28% of portfolio
Amplius Wealth Advisors, LLC

1.04M
Shares

$109 Million
12.35% of portfolio
Morgan Stanley New York, NY

948K
Shares

$99.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

860K
Shares

$90 Million
0.04% 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 Milestone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.

Account

Milestone Wealth, LLC Ishares Tr Global 100 ETF Transaction History