Mbm Wealth Consultants, LLC Ishares Tr Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	SELL	$46.92 - $169.19 $16,985 - $61,246	-362 Reduced 93.78%	24 $4,000
Q3 2022 Oct 24, 2022	SELL	$47.08 - $57.16 $988 - $1,200	-21 Reduced 5.16%	386 $56,000
Q2 2022 Aug 15, 2022	SELL	$48.28 - $60.23 $1,303 - $1,626	-27 Reduced 6.22%	407 $60,000
Q1 2022 May 16, 2022	SELL	$55.98 - $67.65 $895 - $1,082	-16 Reduced 3.56%	434 $78,000
Q4 2021 Feb 15, 2022	SELL	$61.79 - $67.85 $10,071 - $11,059	-163 Reduced 26.59%	450 $87,000
Q3 2021 Nov 16, 2021	SELL	$59.43 - $64.96 $107,092 - $117,057	-1,802 Reduced 74.62%	613 $115,000
Q2 2021 Aug 13, 2021	BUY	$57.88 - $63.59 $1,678 - $1,844	29 Added 1.22%	2,415 $447,000
Q1 2021 May 10, 2021	SELL	$48.45 - $58.92 $5,571 - $6,775	-115 Reduced 4.6%	2,386 $408,000
Q4 2020 Feb 09, 2021	BUY	$39.45 - $50.02 $39 - $50	1 Added 0.04%	2,501 $375,000
Q3 2020 Nov 12, 2020	SELL	$38.91 - $43.53 $75,679 - $84,665	-1,945 Reduced 43.76%	2,500 $305,000
Q2 2020 Aug 07, 2020	BUY	$32.09 - $45.18 $142,640 - $200,825	4,445 New	4,445 $530,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

About ISHARES TR

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