Family Wealth Group, LLC Ishares Tr Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,943 shares of MBB stock, worth $275,464. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,943
Previous 2,905 1.31%
Holding current value
$275,464
Previous $266,000 5.64%
% of portfolio
0.3%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$90.85 - $96.66 $3,452 - $3,673
38 Added 1.31%
2,943 $281,000
Q2 2024

Aug 14, 2024
BUY
$89.41 - $92.64 $12,964 - $13,432
145 Added 5.25%
2,905 $266,000
Q1 2024

Aug 14, 2024
BUY
$91.2 - $93.98 $1,641 - $1,691
18 Added 0.66%
2,760 $255,000
Q4 2023

Feb 14, 2024
BUY
$85.82 - $94.55 $235,318 - $259,256
2,742 New
2,742 $257,000

Others Institutions Holding MBB

# of Institutions
945
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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