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 11,031 shares of MBB stock, worth $1.04 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,031
Previous 9,367 17.76%
Holding current value
$1.04 Million
Previous $866 Million 16.99%
% of portfolio
0.22%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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