Paces Ferry Wealth Advisors, LLC Ishares Tr Transaction History

Paces Ferry Wealth Advisors, LLC

$196 Million
Q4 2024

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 2,189 shares of MBB stock, worth $203,292. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,189

Holding current value

$203,292

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$91.26 - $95.82 $199,768 - $209,749	2,189 New	2,189 $200,000

Others Institutions Holding MBB

# of Institutions

990

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

Bank Of America Corp Charlotte, NC

76M
Shares

$7.06 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.8 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.67 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2.03 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.83 Billion
0.73% 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 Paces Ferry Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paces Ferry Wealth Advisors, LLC with notifications on news.

Account

Paces Ferry Wealth Advisors, LLC Ishares Tr Transaction History