A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,811 shares of MBB stock, worth $352,022. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,811
Holding current value
$352,022
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$90.85 - $96.66 $346,229 - $368,371
3,811 New
3,811 $365,000
Q4 2022

Jan 11, 2023

SELL
$88.67 - $95.44 $139,566 - $150,222
-1,574 Reduced 46.87%
1,784 $0
Q3 2022

Nov 14, 2022

SELL
$90.51 - $100.53 $3,439 - $3,820
-38 Reduced 1.12%
3,358 $293,000
Q2 2022

Aug 04, 2022

SELL
$94.4 - $101.46 $65,136 - $70,007
-690 Reduced 16.89%
3,396 $331,000
Q1 2022

May 10, 2022

BUY
$100.79 - $107.06 $411,827 - $437,447
4,086 New
4,086 $416,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.