A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 19,682 shares of MBB stock, worth $1.87 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
19,682
Previous 18,661 5.47%
Holding current value
$1.87 Million
Previous $1.75 Billion 6.88%
% of portfolio
0.56%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$92.46 - $95.73 $94,401 - $97,740
1,021 Added 5.47%
19,682 $1.87 Billion
Q2 2025

Jul 09, 2025

BUY
$91.41 - $94.22 $15,722 - $16,205
172 Added 0.93%
18,661 $1.75 Billion
Q1 2025

Apr 23, 2025

SELL
$90.37 - $94.08 $204,868 - $213,279
-2,267 Reduced 10.92%
18,489 $1.73 Billion
Q4 2024

Feb 13, 2025

BUY
$91.26 - $95.82 $1.89 Million - $1.99 Million
20,756 New
20,756 $1.9 Billion

Others Institutions Holding MBB

About ISHARES TR


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