Dynasty Wealth Management, LLC Ishares Tr Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,398,912 shares of MBB stock, worth $219 Million. This represents 5.66% of its overall portfolio holdings.

Number of Shares
2,398,912
Previous 1,940,076 23.65%
Holding current value
$219 Million
Previous $178 Billion 5.12%
% of portfolio
5.66%
Previous 5.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$90.85 - $96.66 $41.7 Million - $44.4 Million
458,836 Added 23.65%
2,398,912 $187 Billion
Q2 2024

Aug 12, 2024
BUY
$89.41 - $92.64 $20.6 Million - $21.3 Million
229,989 Added 13.45%
1,940,076 $178 Billion
Q1 2024

May 15, 2024
BUY
$91.2 - $93.98 $156 Million - $161 Million
1,710,087 New
1,710,087 $158 Billion

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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