Kelman Lazarov, Inc. Ishares Tr Transaction History
Kelman Lazarov, Inc.
- $575 Million
- Q2 2025
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 213,084 shares of MBB stock, worth $19.9 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
213,084
Previous 207,381
2.75%
Holding current value
$19.9 Million
Previous $19.4 Million
2.87%
% of portfolio
3.48%
Previous 3.76%
Shares
8 transactions
Others Institutions Holding MBB
# of Institutions
1,049Shares Held
369MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.85 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.75 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.5 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.27 Billion0.92% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.24 Billion5.9% of portfolio