Lutz Financial Services LLC Ishares Tr Transaction History

Lutz Financial Services LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Lutz Financial Services LLC holds 303,450 shares of MBB stock, worth $28 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
303,450
Previous 129,422 134.47%
Holding current value
$28 Million
Previous $12.2 Million 130.32%
% of portfolio
2.45%
Previous 1.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$91.2 - $93.98 $15.9 Million - $16.4 Million
174,028 Added 134.47%
303,450 $28 Million
Q4 2023

Feb 07, 2024
BUY
$85.82 - $94.55 $11.1 Million - $12.2 Million
129,422 New
129,422 $12.2 Million

Others Institutions Holding MBB

# of Institutions
900
Shares Held
292M
Call Options Held
869K
Put Options Held
209K
View Full List

About ISHARES TR

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