Delta Wealth Advisors LLC Ishares Tr Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 8,534 shares of MBB stock, worth $813,119. This represents 0.67% of its overall portfolio holdings.

Number of Shares

8,534

Previous 8,929 4.42%

Holding current value

$813,119

Previous $837 Million 4.31%

% of portfolio

0.67%

Previous 0.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	SELL	$91.41 - $94.22 $36,106 - $37,216	-395 Reduced 4.42%	8,534 $801 Million
Q1 2025 Oct 10, 2025	BUY	$90.37 - $94.08 $102,841 - $107,063	1,138 Added 14.61%	8,929 $837 Million
Q4 2024 Oct 10, 2025	BUY	$91.26 - $95.82 $307,546 - $322,913	3,370 Added 76.23%	7,791 $714 Million
Q3 2024 Oct 10, 2025	SELL	$90.85 - $96.66 $7,540 - $8,022	-83 Reduced 1.84%	4,421 $424 Million
Q2 2024 Oct 10, 2025	SELL	$89.41 - $92.64 $249,632 - $258,650	-2,792 Reduced 38.27%	4,504 $414 Million
Q1 2024 Oct 10, 2025	BUY	$91.2 - $93.98 $665,395 - $685,678	7,296 New	7,296 $674 Million

Others Institutions Holding MBB

# of Institutions

1,048

Shares Held

375M

Call Options Held

97.6K

Put Options Held

18.7K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Delta Wealth Advisors LLC Ishares Tr Transaction History