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Pineridge Advisors’s iShares Global 100 ETF IOO Stock Holding History

Pineridge Advisors’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-407
Closed -$32.8K – 723
2023
Q4 		$32.8K Buy
+407
New +$31.1K 0.01% 209

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pineridge Advisors's IOO Position: Q1 2024 in Review

Pineridge Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 407 shares — an estimated $32.8K sold.

Pineridge Advisors first reported a position in IOO in Q4 2023 and held it in 1 quarter. The position peaked at $32.8K in Q4 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • Pineridge Advisors reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Pineridge Advisors sold 407 iShares Global 100 ETF shares in Q1 2024, an estimated $32.8K.
  • Pineridge Advisors first reported a position in iShares Global 100 ETF in Q4 2023 and held it in 1 quarter.
  • Pineridge Advisors's iShares Global 100 ETF position peaked at $32.8K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.