Advocacy Wealth Management Services, LLC Ishares Tr Transaction History

Advocacy Wealth Management Services, LLC

$1.92 Billion
Q3 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 211,115 shares of MBB stock, worth $20.1 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

211,115

Previous 200,348 5.37%

Holding current value

$20.1 Million

Previous $18.8 Million 6.79%

% of portfolio

1.05%

Previous 1.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$92.46 - $95.73 $995,516 - $1.03 Million	10,767 Added 5.37%	211,115 $20.1 Million
Q2 2025 Aug 13, 2025	SELL	$91.41 - $94.22 $372,769 - $384,229	-4,078 Reduced 1.99%	200,348 $18.8 Million
Q1 2025 May 06, 2025	SELL	$90.37 - $94.08 $3.7 Million - $3.85 Million	-40,924 Reduced 16.68%	204,426 $19.2 Million
Q4 2024 Feb 14, 2025	BUY	$91.26 - $95.82 $1.76 Million - $1.84 Million	19,248 Added 8.51%	245,350 $22.5 Million
Q3 2024 Oct 31, 2024	BUY	$90.85 - $96.66 $1.24 Million - $1.32 Million	13,620 Added 6.41%	226,102 $21.7 Million

Q2 2024 Jul 10, 2024	BUY	$89.41 - $92.64 $1.61 Million - $1.67 Million	17,998 Added 9.25%	212,482 $19.5 Million
Q1 2024 Apr 15, 2024	BUY	$91.2 - $93.98 $4.98 Million - $5.14 Million	54,640 Added 39.07%	194,484 $18 Million
Q4 2023 Jan 23, 2024	BUY	$85.82 - $94.55 $12 Million - $13.2 Million	139,844 New	139,844 $13.2 Million
Q3 2022 Oct 06, 2022	SELL	$90.51 - $100.53 $6,697 - $7,439	-74 Reduced 20.5%	287 $26,000
Q4 2019 Jan 06, 2020	SELL	$107.72 - $108.39 $1,400 - $1,409	-13 Reduced 3.48%	361 $39,000
Q4 2018 Jan 07, 2019	BUY	$101.79 - $104.65 $38,069 - $39,139	374 New	374 $39,000

Others Institutions Holding MBB

# of Institutions

1,071

Shares Held

395M

Call Options Held

130K

Put Options Held

272K

View Full List

About ISHARES TR

Ticker MBB
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Advocacy Wealth Management Services, LLC Ishares Tr Transaction History