Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 5,709 shares of MBB stock, worth $551,546. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,709

Previous 5,862 2.61%

Holding current value

$551,546

Previous $541,000 3.14%

% of portfolio

0.16%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$89.41 - $92.64 $13,679 - $14,173	-153 Reduced 2.61%	5,709 $524,000
Q1 2024 Jul 31, 2024	SELL	$91.2 - $93.98 $96,398 - $99,336	-1,057 Reduced 15.28%	5,862 $541,000
Q4 2023 Jul 30, 2024	BUY	$85.82 - $94.55 $593,788 - $654,191	6,919 New	6,919 $650,000
Q3 2023 Aug 01, 2024	SELL	$88.51 - $93.81 $259,422 - $274,957	-2,931 Reduced 25.89%	8,389 $745 Million
Q2 2023 Aug 01, 2024	BUY	$92.54 - $95.74 $519,241 - $537,197	5,611 Added 98.28%	11,320 $1.06 Billion
Q1 2023 Aug 01, 2024	BUY	$91.7 - $96.45 $540,113 - $568,090	5,890 Added 103.17%	11,599 $1.1 Billion

Others Institutions Holding MBB

# of Institutions

907

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Tr Transaction History