Triad Wealth Partners, LLC Ishares Tr Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 107,237 shares of MBB stock, worth $10 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
107,237
Previous 84,330 27.16%
Holding current value
$10 Million
Previous $7.91 Billion 27.31%
% of portfolio
2.03%
Previous 2.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$91.41 - $94.22 $2.09 Million - $2.16 Million
22,907 Added 27.16%
107,237 $10.1 Billion
Q1 2025

May 14, 2025
SELL
$90.37 - $94.08 $255,475 - $265,964
-2,827 Reduced 3.24%
84,330 $7.91 Billion
Q4 2024

Feb 06, 2025
BUY
$91.26 - $95.82 $3.39 Million - $3.56 Million
37,105 Added 74.13%
87,157 $7.99 Billion
Q3 2024

Oct 21, 2024
BUY
$90.85 - $96.66 $4.55 Million - $4.84 Million
50,029 Added 217517.39%
50,052 $4.8 Billion
Q2 2024

Jul 18, 2024
BUY
$89.41 - $92.64 $2,056 - $2,130
23 New
23 $2.11 Million

Others Institutions Holding MBB

# of Institutions
1,047
Shares Held
371M
Call Options Held
615K
Put Options Held
48K
View Full List

About ISHARES TR

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