Peninsula Wealth, LLC Ishares Tr Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Peninsula Wealth, LLC holds 24,834 shares of MBB stock, worth $2.31 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
24,834
Previous 29,694 16.37%
Holding current value
$2.31 Million
Previous $2.84 Million 19.97%
% of portfolio
0.39%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$91.26 - $95.82 $443,523 - $465,685
-4,860 Reduced 16.37%
24,834 $2.28 Million
Q3 2024

Nov 14, 2024
BUY
$90.85 - $96.66 $230,123 - $244,839
2,533 Added 9.33%
29,694 $2.84 Million
Q2 2024

Aug 13, 2024
BUY
$89.41 - $92.64 $710,988 - $736,673
7,952 Added 41.4%
27,161 $2.49 Million
Q1 2024

May 30, 2024
BUY
$91.2 - $93.98 $1.75 Million - $1.81 Million
19,209 New
19,209 $1.78 Million
Q4 2023

Feb 14, 2024
BUY
$85.82 - $94.55 $1.47 Million - $1.62 Million
17,096 New
17,096 $1.61 Million

Others Institutions Holding MBB

# of Institutions
990
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

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