Midland Wealth Advisors LLC Ishares Tr Transaction History

Midland Wealth Advisors LLC

$1.7 Trillion
Q1 2025

A detailed history of Midland Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 1,825,317 shares of MBB stock, worth $171 Million. This represents 10.08% of its overall portfolio holdings.

Number of Shares

1,825,317

Previous 1,334,924 36.74%

Holding current value

$171 Million

Previous $122 Billion 39.87%

% of portfolio

10.08%

Previous 7.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$90.37 - $94.08 $44.3 Million - $46.1 Million	490,393 Added 36.74%	1,825,317 $171 Billion
Q4 2024 Feb 07, 2025	SELL	$91.26 - $95.82 $303,348 - $318,505	-3,324 Reduced 0.25%	1,334,924 $122 Billion
Q3 2024 Oct 23, 2024	SELL	$90.85 - $96.66 $40 Million - $42.5 Million	-440,091 Reduced 24.75%	1,338,248 $128 Billion
Q2 2024 Aug 01, 2024	BUY	$89.41 - $92.64 $4.58 Million - $4.74 Million	51,205 Added 2.96%	1,778,339 $163 Billion
Q1 2024 May 13, 2024	BUY	$91.2 - $93.98 $10.7 Million - $11 Million	117,214 Added 7.28%	1,727,134 $160 Billion
Q4 2023 Feb 14, 2024	BUY	$85.82 - $94.55 $138 Million - $152 Million	1,609,920 New	1,609,920 $151 Billion

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

349M

Call Options Held

615K

Put Options Held

48K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Midland Wealth Advisors LLC Ishares Tr Transaction History