Adams Wealth Management Ishares Tr Transaction History

Adams Wealth Management

  • $433 Million
  • Q3 2024

A detailed history of Adams Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Adams Wealth Management holds 5,544 shares of MBB stock, worth $511,323. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,544
Previous 5,917 6.3%
Holding current value
$511,323
Previous $543,000 2.21%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 28, 2024
SELL
$90.85 - $96.66 $33,887 - $36,054
-373 Reduced 6.3%
5,544 $531,000
Q2 2024

Jul 16, 2024
SELL
$89.41 - $92.64 $60,172 - $62,346
-673 Reduced 10.21%
5,917 $543,000
Q1 2024

May 20, 2024
BUY
$91.2 - $93.98 $28,910 - $29,791
317 Added 5.05%
6,590 $609,000
Q4 2023

Feb 12, 2024
BUY
$85.82 - $94.55 $538,348 - $593,112
6,273 New
6,273 $590,000

Others Institutions Holding MBB

# of Institutions
946
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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