Genesis Wealth Advisors, LLC Ishares Tr Transaction History

Genesis Wealth Advisors, LLC

  • $142 Billion
  • Q3 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 55,643 shares of MBB stock, worth $5.29 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
55,643
Previous 55,325 0.57%
Holding current value
$5.29 Million
Previous $5.19 Billion 1.93%
% of portfolio
3.73%
Previous 3.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$92.46 - $95.73 $29,402 - $30,442
318 Added 0.57%
55,643 $5.29 Billion
Q2 2025

Jul 15, 2025
BUY
$91.41 - $94.22 $546,997 - $563,812
5,984 Added 12.13%
55,325 $5.19 Billion
Q1 2025

May 05, 2025
BUY
$90.37 - $94.08 $4.46 Million - $4.64 Million
49,341 New
49,341 $4.63 Billion

Others Institutions Holding MBB

# of Institutions
1,072
Shares Held
395M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Genesis Wealth Advisors, LLC Portfolio

Follow Genesis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email