Jnba Financial Advisors Ishares Tr Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$107.99 - $108.77 $17,710 - $17,838	-164 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$107.91 - $108.86 $2,589 - $2,612	-24 Reduced 12.77%	164 $18,000
Q1 2021 May 03, 2021	BUY	$108.32 - $110.29 $17,764 - $18,087	164 Added 683.33%	188 $20,000
Q3 2019 Nov 01, 2019	SELL	$107.22 - $108.5 $7,934 - $8,029	-74 Reduced 75.51%	24 $3,000
Q1 2019 May 01, 2019	BUY	$104.56 - $106.49 $7,737 - $7,880	74 Added 308.33%	98 $10,000
Q4 2018 Feb 07, 2019	BUY	$101.79 - $104.65 $2,442 - $2,511	24 New	24 $3,000
Q3 2018 Nov 01, 2018	SELL	$103.02 - $104.34 $2,472 - $2,504	-24 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	$102.95 - $104.54 $2,470 - $2,508	24 New	24 $3,000

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

$6.97 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.26 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.58 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

$1.72 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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