Summit Wealth Group, LLC Ishares Tr Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,188 shares of MBB stock, worth $769,098. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,188
Previous 7,705 6.27%
Holding current value
$769,098
Previous $707,000 10.89%
% of portfolio
0.23%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$90.85 - $96.66 $43,880 - $46,686
483 Added 6.27%
8,188 $784,000
Q2 2024

Jul 31, 2024
BUY
$89.41 - $92.64 $688,904 - $713,791
7,705 New
7,705 $707,000
Q2 2023

Jul 26, 2023
SELL
$92.54 - $95.74 $16.8 Million - $17.4 Million
-181,752 Reduced 95.6%
8,371 $781,000
Q1 2023

May 10, 2023
BUY
$91.7 - $96.45 $17.4 Million - $18.3 Million
190,123 New
190,123 $2,000

Others Institutions Holding MBB

# of Institutions
945
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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