A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,366 shares of MBB stock, worth $216,938. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,366
Previous 2,844 16.81%
Holding current value
$216,938
Previous $269,000 18.22%
% of portfolio
0.13%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$92.54 - $95.74 $44,234 - $45,763
-478 Reduced 16.81%
2,366 $220,000
Q4 2022

Feb 14, 2023

SELL
$88.67 - $95.44 $23,763 - $25,577
-268 Reduced 8.61%
2,844 $263,000
Q3 2022

Nov 10, 2022

SELL
$90.51 - $100.53 $19,640 - $21,815
-217 Reduced 6.52%
3,112 $285,000
Q2 2022

Aug 10, 2022

SELL
$94.4 - $101.46 $3.05 Million - $3.28 Million
-32,350 Reduced 90.67%
3,329 $325,000
Q1 2022

May 13, 2022

SELL
$100.79 - $107.06 $67,932 - $72,158
-674 Reduced 1.85%
35,679 $3.64 Million
Q4 2021

Feb 10, 2022

BUY
$107.03 - $108.32 $251,841 - $254,876
2,353 Added 6.92%
36,353 $3.91 Million
Q3 2021

Oct 29, 2021

BUY
$107.99 - $108.77 $467,596 - $470,974
4,330 Added 14.59%
34,000 $3.68 Million
Q2 2021

Aug 10, 2021

BUY
$107.91 - $108.86 $507,716 - $512,186
4,705 Added 18.85%
29,670 $3.21 Million
Q1 2021

May 11, 2021

BUY
$108.32 - $110.29 $832,655 - $847,799
7,687 Added 44.49%
24,965 $2.71 Million
Q4 2020

Feb 08, 2021

BUY
$109.9 - $110.3 $1.9 Million - $1.91 Million
17,278 New
17,278 $1.9 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.