Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 155,925 shares of MBB stock, worth $14.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
155,925
Previous 151,595 2.86%
Holding current value
$14.6 Million
Previous $1.91 Billion 99.23%
% of portfolio
0.48%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$90.37 - $94.08 $391,302 - $407,366
4,330 Added 2.86%
155,925 $14.6 Million
Q1 2025

May 15, 2025
BUY
$90.37 - $94.08 $61,722 - $64,256
683 Added 0.45%
151,595 $1.91 Billion
Q4 2024

May 30, 2025
SELL
$91.26 - $95.82 $1.39 Million - $1.46 Million
-15,272 Reduced 10.07%
136,323 $12.5 Million
Q4 2024

May 29, 2025
SELL
$91.26 - $95.82 $1.39 Million - $1.46 Million
-15,272 Reduced 10.07%
136,323 $12.5 Million
Q4 2024

Feb 11, 2025
BUY
$91.26 - $95.82 $10.4 Million - $11 Million
114,295 Added 312.14%
150,912 $13.9 Billion
Q3 2024

May 30, 2025
SELL
$90.85 - $96.66 $9.93 Million - $10.6 Million
-109,346 Reduced 72.13%
42,249 $4.05 Million
Q3 2024

May 29, 2025
SELL
$90.85 - $96.66 $9.93 Million - $10.6 Million
-109,346 Reduced 72.13%
42,249 $4.05 Million
Q3 2024

Nov 05, 2024
BUY
$90.85 - $96.66 $568,085 - $604,414
6,253 Added 20.59%
36,617 $3.51 Billion
Q2 2024

May 29, 2025
SELL
$89.41 - $92.64 $10.4 Million - $10.8 Million
-116,576 Reduced 76.9%
35,019 $3.22 Million
Q2 2024

Aug 07, 2024
BUY
$89.41 - $92.64 $559,527 - $579,741
6,258 Added 25.96%
30,364 $2.79 Billion
Q1 2024

May 28, 2025
SELL
$91.2 - $93.98 $12.1 Million - $12.5 Million
-132,847 Reduced 87.63%
18,748 $1.73 Billion
Q1 2024

May 13, 2024
BUY
$91.2 - $93.98 $1.91 Million - $1.96 Million
20,902 Added 652.37%
24,106 $2.19 Billion
Q4 2023

May 28, 2025
SELL
$85.82 - $94.55 $12.7 Million - $14 Million
-148,211 Reduced 97.77%
3,384 $318 Million
Q4 2023

Feb 14, 2024
BUY
$85.82 - $94.55 $274,967 - $302,938
3,204 New
3,204 $301 Million

Others Institutions Holding MBB

# of Institutions
1,050
Shares Held
350M
Call Options Held
615K
Put Options Held
48K
View Full List

About ISHARES TR

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