Jgp Wealth Management, LLC Ishares Tr Transaction History

Jgp Wealth Management, LLC

  • $774 Million
  • Q3 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 7,896 shares of MBB stock, worth $730,616. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,896
Previous 6,797 16.17%
Holding current value
$730,616
Previous $624,000 21.15%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$90.85 - $96.66 $99,844 - $106,229
1,099 Added 16.17%
7,896 $756,000
Q2 2024

Jul 12, 2024
BUY
$89.41 - $92.64 $607,719 - $629,674
6,797 New
6,797 $624,000

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, 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 Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email