Mbl Wealth, LLC Ishares Tr Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	BUY	$105.4 - $118.17 $24,979 - $28,006	237 Added 3.27%	7,480 $792,000
Q2 2023 Jul 17, 2023	SELL	$108.66 - $117.41 $13,582 - $14,676	-125 Reduced 1.7%	7,243 $845,000
Q1 2023 Apr 11, 2023	BUY	$108.43 - $117.74 $121,441 - $131,868	1,120 Added 17.93%	7,368 $847,000
Q4 2022 Jan 12, 2023	BUY	$93.07 - $114.11 $19,079 - $23,392	205 Added 3.39%	6,248 $699,000
Q3 2022 Jan 12, 2023	BUY	$91.19 - $108.67 $32,372 - $38,577	355 Added 6.24%	6,043 $551,000
Q2 2022 Jan 12, 2023	BUY	$93.66 - $112.65 $152,197 - $183,056	1,625 Added 40.0%	5,688 $564,000
Q1 2022 May 02, 2022	BUY	$98.82 - $112.95 $401,505 - $458,915	4,063 New	4,063 $450,000

Others Institutions Holding ITA

# of Institutions

699

Shares Held

18.6M

Call Options Held

309K

Put Options Held

178K

Bank Of America Corp Charlotte, NC

4.02M
Shares

$620 Million
0.05% of portfolio
Morgan Stanley New York, NY

1.87M
Shares

$288 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$150 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$116 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

720K
Shares

$111 Million
0.02% of portfolio

About ISHARES TR

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