Abound Wealth Management Ishares Tr Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Abound Wealth Management holds 1,225 shares of MBB stock, worth $113,692. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,225

Holding current value

$113,692

% of portfolio

0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$90.37 - $94.08 $110,703 - $115,248	1,225 New	1,225 $115 Million
Q3 2024 Nov 04, 2024	BUY	$90.85 - $96.66 $8,630 - $9,182	95 New	95 $9.1 Million
Q3 2023 Aug 08, 2024	SELL	$88.51 - $93.81 $20,799 - $22,045	-235 Closed	0 $0
Q2 2023 Aug 08, 2024	BUY	$92.54 - $95.74 $21,746 - $22,498	235 New	235 $21.9 Million
Q1 2022 Aug 12, 2024	BUY	$100.79 - $107.06 $3,023 - $3,211	30 New	30 $3.06 Million

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

349M

Call Options Held

615K

Put Options Held

48K

Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.8 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.71 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.6M
Shares

$2.47 Billion
0.83% of portfolio
Lpl Financial LLC Fort Mill, SC

24.3M
Shares

$2.25 Billion
0.92% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

21M
Shares

$1.95 Billion
0.87% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Abound Wealth Management Ishares Tr Transaction History