A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 24,946 shares of MBB stock, worth $2.4 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
24,946
Previous 24,949 0.01%
Holding current value
$2.4 Million
Previous $2.31 Billion 0.67%
% of portfolio
0.91%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$89.41 - $92.64 $268 - $277
-3 Reduced 0.01%
24,946 $2.29 Billion
Q1 2024

May 14, 2024

BUY
$91.2 - $93.98 $504,153 - $519,521
5,528 Added 28.46%
24,949 $2.31 Billion
Q4 2023

Jan 25, 2024

BUY
$85.82 - $94.55 $1.67 Million - $1.84 Million
19,421 New
19,421 $1.83 Billion

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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