Regimen Wealth, LLC Ishares Tr Transaction History

Regimen Wealth, LLC

$288 Billion
Q1 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Regimen Wealth, LLC holds 13,938 shares of MBB stock, worth $1.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

13,938

Previous 14,155 1.53%

Holding current value

$1.3 Million

Previous $1.31 Billion 1.94%

% of portfolio

0.45%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$91.2 - $93.98 $19,790 - $20,393	-217 Reduced 1.53%	13,938 $1.29 Billion
Q4 2023 Feb 13, 2024	BUY	$85.82 - $94.55 $41,622 - $45,856	485 Added 3.55%	14,155 $1.31 Billion
Q3 2023 Nov 13, 2023	SELL	$88.51 - $93.81 $395,551 - $419,236	-4,469 Reduced 24.64%	13,670 $1.21 Billion
Q2 2023 Aug 08, 2023	SELL	$92.54 - $95.74 $134,090 - $138,727	-1,449 Reduced 7.4%	18,139 $1.69 Billion
Q1 2023 May 05, 2023	BUY	$91.7 - $96.45 $506,917 - $533,175	5,528 Added 39.32%	19,588 $1.64 Billion

Q4 2022 Feb 06, 2023	BUY	$89.89 - $95.44 $1.26 Million - $1.34 Million	14,060 New	14,060 $1.3 Billion

Others Institutions Holding MBB

# of Institutions

903

Shares Held

293M

Call Options Held

869K

Put Options Held

209K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Regimen Wealth, LLC Ishares Tr Transaction History