Coordinated Financial Services, Inc. Ishares Tr Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 19,363 shares of MBB stock, worth $1.84 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
19,363
Previous 18,368
5.42%
Holding current value
$1.84 Million
Previous $1.68 Billion
7.95%
% of portfolio
1.26%
Previous 1.31%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
1,056Shares Held
375MCall Options Held
97.6KPut Options Held
18.7K-
Bank Of America Corp Charlotte, NC64.3MShares$6.12 Billion0.45% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.83 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.55 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.4MShares$2.41 Billion0.84% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.28 Billion5.9% of portfolio