Gateway Wealth Partners, LLC Ishares Tr Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 17,643 shares of MBB stock, worth $1.63 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

17,643

Previous 15,326 15.12%

Holding current value

$1.63 Million

Previous $1.47 Billion 10.16%

% of portfolio

0.42%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$91.26 - $95.82 $211,449 - $222,014	2,317 Added 15.12%	17,643 $1.62 Billion
Q3 2024 Oct 24, 2024	SELL	$90.85 - $96.66 $129,188 - $137,450	-1,422 Reduced 8.49%	15,326 $1.47 Billion
Q2 2024 Aug 16, 2024	BUY	$89.41 - $92.64 $38,803 - $40,205	434 Added 2.66%	16,748 $1.54 Billion
Q1 2024 May 14, 2024	SELL	$91.2 - $93.98 $30,187 - $31,107	-331 Reduced 1.99%	16,314 $1.51 Billion
Q4 2023 Feb 13, 2024	BUY	$85.82 - $94.55 $148,554 - $163,666	1,731 Added 11.61%	16,645 $1.57 Billion
Q3 2023 Nov 14, 2023	BUY	$88.51 - $93.81 $211,361 - $224,018	2,388 Added 19.06%	14,914 $1.32 Billion
Q2 2023 Aug 14, 2023	BUY	$92.54 - $95.74 $133,072 - $137,674	1,438 Added 12.97%	12,526 $1.17 Billion
Q1 2023 May 10, 2023	BUY	$91.7 - $96.45 $206,600 - $217,301	2,253 Added 25.5%	11,088 $1.05 Billion
Q4 2022 Feb 15, 2023	BUY	$88.67 - $95.44 $783,399 - $843,212	8,835 New	8,835 $819 Million

Others Institutions Holding MBB

# of Institutions

951

Shares Held

329M

Call Options Held

152K

Put Options Held

48.5K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC Ishares Tr Transaction History