Advocacy Wealth Management Services, LLC Ishares Tr Transaction History

Advocacy Wealth Management Services, LLC

$1.17 Billion
Q3 2024

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 226,102 shares of MBB stock, worth $20.8 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

226,102

Previous 212,482 6.41%

Holding current value

$20.8 Million

Previous $19.5 Million 11.05%

% of portfolio

1.85%

Previous 1.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

972

Shares Held

332M

Call Options Held

152K

Put Options Held

48.5K

View Full List

About ISHARES TR

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