Naples Global Advisors, LLC Ishares Tr Transaction History

Naples Global Advisors, LLC

$985 Million
Q2 2024

A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Naples Global Advisors, LLC holds 7,158 shares of MBB stock, worth $676,287. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,158

Holding current value

$676,287

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$89.41 - $92.64 $639,996 - $663,117	7,158 New	7,158 $657,000

Others Institutions Holding MBB

# of Institutions

907

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.88 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.75 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.37 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.71 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.59 Billion
0.68% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Account

Naples Global Advisors, LLC Ishares Tr Transaction History