Vest Gen Advisors, LLC Ishares Tr Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 6,585 shares of MBB stock, worth $617,607. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,585

Holding current value

$617,607

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$90.37 - $94.08 $595,086 - $619,516	6,585 New	6,585 $618 Million

Others Institutions Holding MBB

# of Institutions

1,042

Shares Held

348M

Call Options Held

615K

Put Options Held

48K

Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.86 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.76 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.6M
Shares

$2.5 Billion
0.83% of portfolio
Lpl Financial LLC Fort Mill, SC

24.3M
Shares

$2.28 Billion
0.92% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

21M
Shares

$1.97 Billion
0.87% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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