Source Financial Advisors LLC Ishares Tr Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 20, 2023
SELL
$91.7 - $96.45 $10,178 - $10,705
-111 Reduced 1.07%
10,280 $973,000
Q4 2022

Jan 31, 2023
SELL
$88.67 - $95.44 $5,674 - $6,108
-64 Reduced 0.61%
10,391 $963,000
Q3 2022

Nov 14, 2022
SELL
$90.51 - $100.53 $107,344 - $119,228
-1,186 Reduced 10.19%
10,455 $957,000
Q2 2022

Aug 15, 2022
SELL
$94.4 - $101.46 $24,072 - $25,872
-255 Reduced 2.14%
11,641 $1.14 Million
Q1 2022

May 16, 2022
SELL
$100.79 - $107.06 $201,882 - $214,441
-2,003 Reduced 14.41%
11,896 $1.21 Million
Q4 2021

Feb 14, 2022
SELL
$107.03 - $108.32 $46,022 - $46,577
-430 Reduced 3.0%
13,899 $1.49 Million
Q3 2021

Nov 15, 2021
BUY
$107.99 - $108.77 $12,094 - $12,182
112 Added 0.79%
14,329 $1.55 Million
Q2 2021

Aug 16, 2021
SELL
$107.91 - $108.86 $3.08 Million - $3.1 Million
-28,500 Reduced 66.72%
14,217 $1.54 Million
Q1 2021

May 17, 2021
BUY
$108.32 - $110.29 $333,408 - $339,472
3,078 Added 7.77%
42,717 $4.63 Million
Q4 2020

Feb 16, 2021
BUY
$109.9 - $110.3 $4.36 Million - $4.37 Million
39,639 New
39,639 $4.37 Million

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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  • Ticker MBB
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