Kelman Lazarov, Inc. Ishares Tr Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 207,381 shares of MBB stock, worth $19.2 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

207,381

Previous 159,356 30.14%

Holding current value

$19.2 Million

Previous $14.6 Million 33.12%

% of portfolio

3.76%

Previous 2.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$90.37 - $94.08 $4.34 Million - $4.52 Million	48,025 Added 30.14%	207,381 $19.4 Million
Q4 2024 Feb 13, 2025	BUY	$91.26 - $95.82 $1.62 Million - $1.7 Million	17,702 Added 12.5%	159,356 $14.6 Million
Q3 2024 Nov 08, 2024	BUY	$90.85 - $96.66 $1.24 Million - $1.32 Million	13,622 Added 10.64%	141,654 $13.6 Million
Q2 2024 Aug 12, 2024	BUY	$89.41 - $92.64 $3.6 Million - $3.73 Million	40,277 Added 45.9%	128,032 $11.8 Million
Q1 2024 May 09, 2024	BUY	$91.2 - $93.98 $1.89 Million - $1.95 Million	20,714 Added 30.9%	87,755 $8.11 Million
Q4 2023 Feb 01, 2024	BUY	$85.82 - $94.55 $5.48 Million - $6.03 Million	63,809 Added 1974.29%	67,041 $6.31 Million
Q3 2023 Oct 30, 2023	BUY	$88.51 - $93.81 $286,064 - $303,193	3,232 New	3,232 $287,000

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

349M

Call Options Held

615K

Put Options Held

48K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Ishares Tr Transaction History