Balance Wealth, LLC Ishares Tr Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 20,745 shares of MBB stock, worth $1.94 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

20,745

Holding current value

$1.94 Million

% of portfolio

1.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$90.37 - $94.08 $1.87 Million - $1.95 Million	20,745 New	20,745 $1.95 Billion

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

369M

Call Options Held

615K

Put Options Held

48K

Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.85 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.75 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.8M
Shares

$2.5 Billion
0.77% of portfolio
Lpl Financial LLC Fort Mill, SC

25.4M
Shares

$2.37 Billion
0.84% of portfolio
Tiaa Trust, National Association Charlotte, NC

24M
Shares

$2.24 Billion
5.9% of portfolio

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About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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