Mb, Levis & Associates, LLC ISHARES TR Transaction History

Mb, Levis & Associates, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
496,549
Previous 488,404 1.67%
Holding current value
$13 Billion
Previous $12.6 Billion 3.03%
% of portfolio
5.7%
Previous 5.85%

Shares

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

Jul 29, 2025
BUY
N/A
8,145 Added 1.67%
496,549 $13 Billion
Q1 2025

May 07, 2025
BUY
N/A
2,146 Added 0.44%
488,404 $12.6 Billion
Q4 2024

May 07, 2025
BUY
N/A
4,485 Added 0.93%
486,258 $12.4 Billion
Q3 2024

May 07, 2025
BUY
N/A
481,773 New
481,773 $12.9 Billion
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