Mbe Wealth Management, LLC Ishares Tr Transaction History

Mbe Wealth Management, LLC

$157 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	N/A	-350 Closed	0 $0
Q1 2020 May 07, 2020	BUY	N/A	350 New	350 $34,000

Others Institutions Holding IYF

# of Institutions

371

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$205 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$160 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$120 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$114 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$82.3 Million
0.06% of portfolio

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.