Tandem Wealth Advisors LLC Ishares Tr Transaction History

Tandem Wealth Advisors LLC

$190 Million
Q4 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 152,867 shares of MBB stock, worth $14.4 Million. This represents 7.36% of its overall portfolio holdings.

Number of Shares

152,867

Previous 138,340 10.5%

Holding current value

$14.4 Million

Previous $13.3 Million 5.73%

% of portfolio

7.36%

Previous 6.74%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$91.26 - $95.82 $1.33 Million - $1.39 Million	14,527 Added 10.5%	152,867 $14 Million
Q3 2024 Nov 13, 2024	BUY	$90.85 - $96.66 $230,032 - $244,743	2,532 Added 1.86%	138,340 $13.3 Million
Q2 2024 Aug 08, 2024	BUY	$89.41 - $92.64 $277,528 - $287,554	3,104 Added 2.34%	135,808 $12.5 Million
Q1 2024 May 09, 2024	BUY	$91.2 - $93.98 $418,516 - $431,274	4,589 Added 3.58%	132,704 $12.3 Million
Q4 2023 Jan 17, 2024	SELL	$85.82 - $94.55 $246,389 - $271,453	-2,871 Reduced 2.19%	128,115 $12.1 Million
Q3 2023 Oct 27, 2023	BUY	$88.51 - $93.81 $440,514 - $466,892	4,977 Added 3.95%	130,986 $11.6 Million
Q2 2023 Aug 16, 2023	SELL	$92.54 - $95.74 $53,488 - $55,337	-578 Reduced 0.46%	126,009 $11.7 Billion
Q1 2023 Jul 07, 2023	BUY	$91.7 - $96.45 $78,403 - $82,464	855 Added 0.68%	126,587 $12 Billion
Q4 2022 Feb 23, 2023	BUY	$88.67 - $95.44 $11.1 Million - $12 Million	125,732 New	125,732 $11.7 Billion

Others Institutions Holding MBB

# of Institutions

996

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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Tandem Wealth Advisors LLC Ishares Tr Transaction History