Gradient Capital Advisors, LLC Ishares Tr Transaction History

Gradient Capital Advisors, LLC

$296 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$90.51 - $100.53 $435,353 - $483,549	4,810 New	4,810 $440,000

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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