Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 544 shares of MBB stock, worth $51,728. This represents 0.03% of its overall portfolio holdings.

Number of Shares
544
Previous 517 5.22%
Holding current value
$51,728
Previous $48.5 Million 5.35%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$91.41 - $94.22 $2,468 - $2,543
27 Added 5.22%
544 $51.1 Million
Q1 2025

May 15, 2025
BUY
$90.37 - $94.08 $46,721 - $48,639
517 New
517 $48.5 Million

Others Institutions Holding MBB

# of Institutions
1,056
Shares Held
375M
Call Options Held
97.6K
Put Options Held
18.7K
View Full List

About ISHARES TR

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