One Ascent Wealth Management LLC Ishares Tr Transaction History

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024

A detailed history of One Ascent Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 14,314 shares of MBB stock, worth $1.31 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
14,314
Previous 16,881 15.21%
Holding current value
$1.31 Million
Previous $1.59 Million 16.69%
% of portfolio
0.51%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$91.2 - $93.98 $234,110 - $241,246
-2,567 Reduced 15.21%
14,314 $1.32 Million
Q4 2023

Jan 11, 2024
BUY
$85.82 - $94.55 $1.45 Million - $1.6 Million
16,881 New
16,881 $1.59 Million

Others Institutions Holding MBB

# of Institutions
899
Shares Held
292M
Call Options Held
869K
Put Options Held
209K
View Full List

About ISHARES TR

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