First Purpose Wealth LLC Ishares Tr Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$100.79 - $107.06 $413,843 - $439,588	-4,106 Closed	0 $0
Q4 2021 Feb 24, 2022	BUY	$107.03 - $108.32 $439,465 - $444,761	4,106 New	4,106 $441,000

Others Institutions Holding MBB

# of Institutions

945

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.94 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.24 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.57 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.8 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.71 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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