Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 150,912 shares of MBB stock, worth $14.1 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
150,912
Previous 36,617 312.14%
Holding current value
$14.1 Million
Previous $3.51 Billion 296.6%
% of portfolio
0.49%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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

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
1,002
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

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