Evolution Wealth Advisors, LLC Ishares Tr Transaction History

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 7,132 shares of MBB stock, worth $658,782. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,132
Previous 6,401 11.42%
Holding current value
$658,782
Previous $587,000 16.35%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 06, 2024
BUY
$90.85 - $96.66 $66,411 - $70,658
731 Added 11.42%
7,132 $683,000
Q2 2023

Jul 17, 2023
BUY
$92.54 - $95.74 $129,648 - $134,131
1,401 Added 28.02%
6,401 $597,000
Q3 2022

Nov 01, 2022
BUY
$90.51 - $100.53 $452,550 - $502,650
5,000 New
5,000 $458,000

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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