Heritage Family Offices, LLP Ishares Tr Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,325 shares of MBB stock, worth $489,474. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,325
Previous 4,403 20.94%
Holding current value
$489,474
Previous $422 Million 15.73%
% of portfolio
0.24%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$91.26 - $95.82 $84,141 - $88,346
922 Added 20.94%
5,325 $488 Million
Q3 2024

Oct 16, 2024
BUY
$90.85 - $96.66 $75,859 - $80,711
835 Added 23.4%
4,403 $422 Million
Q2 2024

Aug 01, 2024
BUY
$89.41 - $92.64 $319,014 - $330,539
3,568 New
3,568 $328 Million

Others Institutions Holding MBB

# of Institutions
952
Shares Held
328M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
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More about MBB
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