Dakota Wealth Management Ishares Tr Transaction History

Dakota Wealth Management

$4.2 Billion
Q1 2025

A detailed history of Dakota Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Dakota Wealth Management holds 217,054 shares of MBB stock, worth $20.4 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

217,054

Previous 201,003 7.99%

Holding current value

$20.4 Million

Previous $18.4 Million 10.46%

% of portfolio

0.48%

Previous 0.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$90.37 - $94.08 $1.45 Million - $1.51 Million	16,051 Added 7.99%	217,054 $20.4 Million
Q4 2024 Jan 17, 2025	BUY	$91.26 - $95.82 $2.73 Million - $2.87 Million	29,957 Added 17.51%	201,003 $18.4 Million
Q3 2024 Oct 23, 2024	BUY	$90.85 - $96.66 $9.49 Million - $10.1 Million	104,491 Added 157.0%	171,046 $16.4 Million
Q2 2024 Jul 19, 2024	BUY	$89.41 - $92.64 $5.95 Million - $6.17 Million	66,555 New	66,555 $6.11 Million

Others Institutions Holding MBB

# of Institutions

1,025

Shares Held

359M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Account

Dakota Wealth Management Ishares Tr Transaction History