Doyle Wealth Management Ishares Tr Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$107.22 - $108.5 $22,408 - $22,676	-209 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$105.63 - $107.66 $22,076 - $22,500	209 New	209 $22,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.8 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.18 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.52 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.76 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.67 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
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