Moss Adams Wealth Advisors LLC Ishares Tr Transaction History

Moss Adams Wealth Advisors LLC

$913 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Dec 20, 2023	SELL	$92.54 - $95.74 $9,068 - $9,382	-98 Closed	0 $0
Q1 2023 Dec 20, 2023	BUY	$91.7 - $96.45 $8,986 - $9,452	98 New	98 $9.28 Million

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.86 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.21 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.54 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.78 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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