Montag A & Associates Inc Ishares Tr Transaction History

Montag A & Associates Inc

$2.02 Billion
Q2 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 79 shares of MBB stock, worth $7,512. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,512

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$91.41 - $94.22 $7,221 - $7,443	79 New	79 $7,000

Others Institutions Holding MBB

# of Institutions

1,056

Shares Held

375M

Call Options Held

97.6K

Put Options Held

18.7K

Bank Of America Corp Charlotte, NC

64.3M
Shares

$6.12 Billion
0.45% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.83 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.8M
Shares

$2.55 Billion
0.77% of portfolio
Lpl Financial LLC Fort Mill, SC

25.4M
Shares

$2.41 Billion
0.84% of portfolio
Tiaa Trust, National Association Charlotte, NC

24M
Shares

$2.28 Billion
5.9% of portfolio

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About ISHARES TR

Ticker MBB
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