Connecticut Wealth Management, LLC Ishares Tr Transaction History

Connecticut Wealth Management, LLC

  • $1.93 Billion
  • Q2 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 2,983 shares of MBB stock, worth $274,793. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,983
Previous 3,508 14.97%
Holding current value
$274,793
Previous $324,000 15.74%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$89.41 - $92.64 $46,940 - $48,636
-525 Reduced 14.97%
2,983 $273,000
Q1 2024

May 01, 2024
BUY
$91.2 - $93.98 $3,009 - $3,101
33 Added 0.95%
3,508 $324,000
Q4 2023

Feb 06, 2024
BUY
$85.82 - $94.55 $298,224 - $328,561
3,475 New
3,475 $326,000

Others Institutions Holding MBB

# of Institutions
915
Shares Held
313M
Call Options Held
242K
Put Options Held
1.64M
View Full List

About ISHARES TR

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