Beverly Hills Private Wealth, LLC Ishares Tr Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,837 shares of MBB stock, worth $449,212. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,837

Previous 5,720 15.44%

Holding current value

$449,212

Previous $548 Million 19.08%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$91.26 - $95.82 $80,582 - $84,609	-883 Reduced 15.44%	4,837 $443 Million
Q3 2024 Nov 12, 2024	SELL	$90.85 - $96.66 $482,504 - $513,361	-5,311 Reduced 48.15%	5,720 $548 Million
Q2 2024 Aug 07, 2024	BUY	$89.41 - $92.64 $148,778 - $154,152	1,664 Added 17.76%	11,031 $1.01 Billion
Q1 2024 May 08, 2024	SELL	$91.2 - $93.98 $1.66 Million - $1.71 Million	-18,161 Reduced 65.97%	9,367 $866 Million
Q4 2023 Jan 29, 2024	BUY	$85.82 - $94.55 $1.67 Million - $1.84 Million	19,429 Added 239.89%	27,528 $2.59 Billion
Q3 2023 Nov 08, 2023	BUY	$88.51 - $93.81 $60,098 - $63,696	679 Added 9.15%	8,099 $719 Million
Q2 2023 Aug 09, 2023	BUY	$92.54 - $95.74 $264,664 - $273,816	2,860 Added 62.72%	7,420 $681 Million
Q1 2023 May 03, 2023	BUY	$91.7 - $96.45 $418,152 - $439,812	4,560 New	4,560 $432 Million

Others Institutions Holding MBB

# of Institutions

990

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
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Beverly Hills Private Wealth, LLC Ishares Tr Transaction History