Heritage Family Offices, LLP Ishares Tr Transaction History

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 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 4,403 shares of MBB stock, worth $409,831. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,403
Previous 3,568 23.4%
Holding current value
$409,831
Previous $328 Million 28.78%
% of portfolio
0.22%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
923
Shares Held
324M
Call Options Held
242K
Put Options Held
1.64M
View Full List

About ISHARES TR

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

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email