Legacy Capital Group California, Inc. Ishares Tr Transaction History

Legacy Capital Group California, Inc.

$287 Billion
Q1 2025

A detailed history of Legacy Capital Group California, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 5,495 shares of MBB stock, worth $509,111. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,495

Previous 5,377 2.19%

Holding current value

$509,111

Previous $493 Million 4.54%

% of portfolio

0.18%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$90.37 - $94.08 $10,663 - $11,101	118 Added 2.19%	5,495 $515 Million
Q4 2024 Feb 03, 2025	SELL	$91.26 - $95.82 $12,137 - $12,744	-133 Reduced 2.41%	5,377 $493 Million
Q2 2024 Jul 22, 2024	SELL	$89.41 - $92.64 $123,475 - $127,935	-1,381 Reduced 20.04%	5,510 $506 Million
Q1 2024 May 07, 2024	SELL	$91.2 - $93.98 $31,190 - $32,141	-342 Reduced 4.73%	6,891 $637 Million
Q4 2023 Feb 08, 2024	SELL	$85.82 - $94.55 $96,204 - $105,990	-1,121 Reduced 13.42%	7,233 $680 Million
Q3 2023 Nov 06, 2023	SELL	$88.51 - $93.81 $885 - $938	-10 Reduced 0.12%	8,354 $742 Million
Q2 2023 Aug 10, 2023	SELL	$92.54 - $95.74 $25,541 - $26,424	-276 Reduced 3.19%	8,364 $780 Million
Q1 2023 May 11, 2023	BUY	$91.7 - $96.45 $792,288 - $833,328	8,640 New	8,640 $818 Million

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 Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Account

Legacy Capital Group California, Inc. Ishares Tr Transaction History