Krilogy Financial LLC Ishares Tr Transaction History

Krilogy Financial LLC

$1.57 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 11, 2021	SELL	$109.9 - $110.3 $223,536 - $224,350	-2,034 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$110.22 - $110.82 $224,187 - $225,407	2,034 New	2,034 $225,000

Others Institutions Holding MBB

# of Institutions

1,054

Shares Held

377M

Call Options Held

97.6K

Put Options Held

18.7K

Bank Of America Corp Charlotte, NC

64.3M
Shares

$6.17 Billion
0.45% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.87 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.8M
Shares

$2.57 Billion
0.77% of portfolio
Lpl Financial LLC Fort Mill, SC

25.4M
Shares

$2.43 Billion
0.84% of portfolio
Tiaa Trust, National Association Charlotte, NC

24M
Shares

$2.3 Billion
5.9% of portfolio

About ISHARES TR

Ticker MBB
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