Savvy Advisors, Inc. Ishares Tr Transaction History

Savvy Advisors, Inc.

$307 Billion
Q2 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 2,797 shares of MBB stock, worth $264,260. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,797

Holding current value

$264,260

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$89.41 - $92.64 $250,079 - $259,114	2,797 New	2,797 $257 Million

Others Institutions Holding MBB

# of Institutions

907

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.88 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.75 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.37 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.71 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.59 Billion
0.68% of portfolio

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 Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account