Dynasty Wealth Management, LLC Ishares Tr Transaction History

Dynasty Wealth Management, LLC

$6 Trillion
Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,519,643 shares of MBB stock, worth $143 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

1,519,643

Previous 1,970,053 22.86%

Holding current value

$143 Million

Previous $181 Billion 21.1%

% of portfolio

2.37%

Previous 3.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$90.37 - $94.08 $40.7 Million - $42.4 Million	-450,410 Reduced 22.86%	1,519,643 $143 Billion
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

1,020

Shares Held

359M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Dynasty Wealth Management, LLC Ishares Tr Transaction History