Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 82,498 shares of MBB stock, worth $7.72 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

82,498

Previous 38,895 112.1%

Holding current value

$7.72 Million

Previous $3.64 Million 112.6%

% of portfolio

0.34%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$91.41 - $94.22 $3.99 Million - $4.11 Million	43,603 Added 112.1%	82,498 $7.75 Million
Q1 2025 Apr 14, 2025	BUY	$90.37 - $94.08 $3.51 Million - $3.66 Million	38,895 New	38,895 $3.64 Million
Q3 2024 Oct 09, 2024	SELL	$90.85 - $96.66 $306,255 - $325,840	-3,371 Reduced 7.19%	43,484 $4.17 Million
Q2 2024 Jul 10, 2024	BUY	$89.41 - $92.64 $374,091 - $387,605	4,184 Added 9.81%	46,855 $4.3 Million
Q1 2024 Apr 24, 2024	BUY	$91.2 - $93.98 $860,107 - $886,325	9,431 Added 28.37%	42,671 $3.94 Million
Q4 2023 Jan 29, 2024	BUY	$85.82 - $94.55 $828,763 - $913,069	9,657 Added 40.95%	33,240 $3.13 Million
Q3 2023 Oct 19, 2023	BUY	$88.51 - $93.81 $623,818 - $661,172	7,048 Added 42.62%	23,583 $2.09 Million
Q2 2023 Jul 26, 2023	BUY	$92.54 - $95.74 $292,889 - $303,017	3,165 Added 23.67%	16,535 $1.54 Million
Q1 2023 Apr 27, 2023	BUY	$91.7 - $96.45 $862,713 - $907,401	9,408 Added 237.46%	13,370 $1.27 Million
Q4 2022 Feb 15, 2023	BUY	$88.67 - $95.44 $351,310 - $378,133	3,962 New	3,962 $367,000

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

375M

Call Options Held

97.6K

Put Options Held

43.4K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Ishares Tr Transaction History