Asset Allocation Strategies LLC IOO Holdings History
Asset Allocation Strategies LLC's iShares Global 100 ETF Holding Summary
As of 2025-03-31, Asset Allocation Strategies LLC held 126,469.00 shares of iShares Global 100 ETF(IOO), totaling $12.18 Mil. This investment constitutes 3.03% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.21% of the outstanding iShares Global 100 ETF(IOO) stock.
The initial trade took place in 2022Q4. And since then Asset Allocation Strategies LLC has made 5 purchases of IOO, at an average price of $70.16, for a total of 248,581.00 shares. In addition, there have been 4 sales at an average price of $78.02 for 122,112.00 shares. Based on historical transaction data and IOO's current price of $108.39, Asset Allocation Strategies LLC's estimated gain on his IOO holdings is $5.80 Mil, reflecting a 33.23% gain to date.
Asset Allocation Strategies LLC IOO ($108.39) Holding Chart
Asset Allocation Strategies LLC IOO ($108.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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