Capital Advisory Group Advisory Services, LLC Ishares Tr Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$109.82 - $111.24 $16,582 - $16,797	-151 Closed	0 $0
Q3 2019 May 28, 2020	BUY	$107.22 - $108.5 $16,190 - $16,383	151 New	151 $16,000

Others Institutions Holding MBB

# of Institutions

945

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.97 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.26 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.58 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.8 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.72 Billion
0.72% of portfolio

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About ISHARES TR

Ticker MBB
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