Advocacy Wealth Management Services, LLC Ishares Tr Transaction History

Advocacy Wealth Management Services, LLC

  • $1.07 Billion
  • Q1 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 194,484 shares of MBB stock, worth $17.9 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
194,484
Previous 139,844 39.07%
Holding current value
$17.9 Million
Previous $13.2 Million 36.62%
% of portfolio
1.68%
Previous 1.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$92.36 - $100.53 $6,834 - $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
900
Shares Held
292M
Call Options Held
869K
Put Options Held
209K
View Full List

About ISHARES TR

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