Dynasty Wealth Management, LLC Ishares Tr Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 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 1,970,053 shares of MBB stock, worth $183 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
1,970,053
Previous 2,398,912 17.88%
Holding current value
$183 Million
Previous $187 Billion 3.54%
% of portfolio
3.12%
Previous 5.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$91.26 - $95.82 $39.1 Million - $41.1 Million
-428,859 Reduced 17.88%
1,970,053 $181 Billion
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
989
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

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