Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 16,555 shares of MBB stock, worth $1.55 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
16,555
Previous 16,662 0.64%
Holding current value
$1.55 Million
Previous $1.56 Million 0.51%
% of portfolio
0.67%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$91.41 - $94.22 $9,780 - $10,081
-107 Reduced 0.64%
16,555 $1.55 Million
Q1 2025

Apr 21, 2025
SELL
$90.37 - $94.08 $48,619 - $50,615
-538 Reduced 3.13%
16,662 $1.56 Million
Q4 2024

Jan 10, 2025
SELL
$91.26 - $95.82 $15,422 - $16,193
-169 Reduced 0.97%
17,200 $1.58 Million
Q3 2024

Oct 11, 2024
BUY
$90.85 - $96.66 $1.58 Million - $1.68 Million
17,369 New
17,369 $1.66 Billion

Others Institutions Holding MBB

# of Institutions
1,049
Shares Held
369M
Call Options Held
615K
Put Options Held
48K
View Full List

About ISHARES TR

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