Mason Investment Advisory Services, Inc. T ROWE PRICE ETF INC Transaction History

Mason Investment Advisory Services, Inc.

  • $1.83 Trillion
  • Q2 2025
Number of Shares
5,492,570
Previous 5,421,401 1.31%
Holding current value
$222 Billion
Previous $186 Billion 19.39%
% of portfolio
12.1%
Previous 11.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
71,169 Added 1.31%
5,492,570 $222 Billion
Q1 2025

May 01, 2025
SELL
N/A
-72,695 Reduced 1.32%
5,421,401 $186 Billion
Q4 2024

Feb 06, 2025
SELL
N/A
-99,239 Reduced 1.77%
5,494,096 $208 Billion
Q3 2024

Nov 12, 2024
SELL
N/A
-40,559 Reduced 0.72%
5,593,335 $201 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
5,633,894 New
5,633,894 $196 Billion
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