A detailed history of Core Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,437 shares of MBB stock, worth $329,127. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,437
Previous 3,012 14.11%
Holding current value
$329,127
Previous $278 Million 13.36%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Aug 13, 2024

BUY
$89.41 - $92.64 $37,999 - $39,372
425 Added 14.11%
3,437 $316 Million
Q1 2024

Apr 19, 2024

BUY
$91.2 - $93.98 $274,694 - $283,067
3,012 New
3,012 $278 Million

Others Institutions Holding MBB

About ISHARES TR


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