A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 49,490 shares of MBB stock, worth $4.54 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
49,490
Previous 41,927 18.04%
Holding current value
$4.54 Million
Previous $3.94 Million 15.95%
% of portfolio
0.2%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$91.2 - $93.98 $689,745 - $710,770
7,563 Added 18.04%
49,490 $4.57 Million
Q4 2023

Feb 09, 2024

BUY
$85.82 - $94.55 $57,070 - $62,875
665 Added 1.61%
41,927 $3.94 Million
Q3 2023

Nov 08, 2023

BUY
$88.51 - $93.81 $229,506 - $243,249
2,593 Added 6.71%
41,262 $3.66 Million
Q2 2023

Aug 14, 2023

BUY
$92.54 - $95.74 $227,463 - $235,328
2,458 Added 6.79%
38,669 $3.61 Million
Q1 2023

May 11, 2023

BUY
$91.7 - $96.45 $3.32 Million - $3.49 Million
36,211 New
36,211 $3.43 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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