Mbl Wealth, LLC Ishares Tr Transaction History

Mbl Wealth, LLC

$945 Million
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$36.59 - $40.45 $12,074 - $13,348	-330 Reduced 1.63%	19,950 $729,000
Q2 2023 Jul 17, 2023	BUY	$35.99 - $39.08 $130,283 - $141,469	3,620 Added 21.73%	20,280 $792,000
Q1 2023 Apr 11, 2023	BUY	$35.21 - $39.8 $29,224 - $33,034	830 Added 5.24%	16,660 $621,000
Q4 2022 Jan 12, 2023	BUY	$32.43 - $38.16 $29,835 - $35,107	920 Added 6.17%	15,830 $574,000
Q3 2022 Jan 12, 2023	BUY	$32.24 - $39.24 $29,822 - $36,297	925 Added 6.61%	14,910 $481,000
Q2 2022 Jan 12, 2023	BUY	$32.87 - $39.92 $10,025 - $12,175	305 Added 2.23%	13,985 $476,000
Q1 2022 May 02, 2022	SELL	$35.39 - $39.47 $45,299 - $50,521	-1,280 Reduced 8.56%	13,680 $533,000
Q3 2021 Oct 25, 2021	SELL	$33.99 - $36.93 $7,647 - $8,309	-225 Reduced 1.48%	14,960 $510,000
Q1 2021 May 27, 2021	BUY	$29.45 - $34.94 $28,419 - $33,717	965 Added 6.79%	15,185 $526,000
Q4 2020 Feb 16, 2021	BUY	$24.51 - $30.06 $348,532 - $427,453	14,220 New	14,220 $426,000

Others Institutions Holding IFRA

# of Institutions

405

Shares Held

31.1M

Call Options Held

800

Put Options Held

239

About ISHARES TR

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