Green Ridge Wealth Planning LLC Has $12.71 Million Stake in iShares Global 100 ETF $IOO

Green Ridge Wealth Planning LLC grew its position in iShares Global 100 ETF (NYSEARCA:IOO) by 10.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 93,076 shares of the company’s stock after purchasing an additional 8,598 shares during the quarter. iShares Global 100 ETF makes up approximately 5.3% of Green Ridge Wealth Planning LLC’s portfolio, making the stock its 5th largest holding. Green Ridge Wealth Planning LLC owned 0.15% of iShares Global 100 ETF worth $12,714,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of IOO. Bartlett & CO. Wealth Management LLC acquired a new position in iShares Global 100 ETF in the 4th quarter valued at $25,000. Nalls Sherbakoff Group LLC acquired a new position in iShares Global 100 ETF during the 4th quarter worth $25,000. Matrix Private Capital Group LLC bought a new stake in iShares Global 100 ETF during the first quarter valued at about $36,000. Johnson Financial Group Inc. bought a new stake in iShares Global 100 ETF during the first quarter valued at about $39,000. Finally, Capital Investment Advisory Services LLC grew its position in shares of iShares Global 100 ETF by 54.3% in the fourth quarter. Capital Investment Advisory Services LLC now owns 355 shares of the company’s stock valued at $45,000 after purchasing an additional 125 shares during the last quarter.

iShares Global 100 ETF Stock Performance

iShares Global 100 ETF stock opened at $146.19 on Friday. The business’s 50-day simple moving average is $139.04 and its 200-day simple moving average is $132.98. The firm has a market capitalization of $9.25 billion, a PE ratio of 24.21 and a beta of 0.95. iShares Global 100 ETF has a 52 week low of $112.61 and a 52 week high of $146.68.

iShares Global 100 ETF Company Profile

iShares Global 100 ETF (the Fund), formerly iShares S&P Global 100 Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Global 100 Index (the Index). The Index is designed to measure the performance of 100 large-capitalization global companies. These companies are liquid and represent some of the multi-national businesses in the world. The Index is a subset of the S&P Global 1200 Index, and consists of 100 common stocks, screened for sector representation, liquidity and size.