Milestone Wealth, LLC Ishares Tr Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Milestone Wealth, LLC holds 2,580 shares of MBB stock, worth $235,554. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,580
Previous 2,580 -0.0%
Holding current value
$235,554
Previous $252,000 -0.0%
% of portfolio
0.27%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 16, 2022
SELL
$90.51 - $100.53 $6,426 - $7,137
-71 Reduced 2.75%
2,509 $230,000
Q2 2022

Aug 12, 2022
BUY
$94.4 - $101.46 $101,952 - $109,576
1,080 Added 72.0%
2,580 $252,000
Q4 2021

Feb 16, 2022
BUY
$107.03 - $108.32 $160,545 - $162,480
1,500 New
1,500 $161,000

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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