Lifelong Wealth Advisors, Inc. Ishares Tr Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 18,661 shares of MBB stock, worth $1.75 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
18,661
Previous 18,489 0.93%
Holding current value
$1.75 Million
Previous $1.73 Billion 1.05%
% of portfolio
0.58%
Previous 0.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,049
Shares Held
369M
Call Options Held
615K
Put Options Held
48K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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