True Wealth Advisors, LLC Ishares Tr Transaction History

True Wealth Advisors, LLC

  • $249 Million
  • Q2 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,728 shares of MBB stock, worth $541,181. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,728
Previous 5,972 4.09%
Holding current value
$541,181
Previous $551,000 4.72%
% of portfolio
0.21%
Previous 0.23%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$89.41 - $92.64 $21,816 - $22,604
-244 Reduced 4.09%
5,728 $525,000
Q1 2024

Apr 23, 2024
BUY
$91.2 - $93.98 $3,374 - $3,477
37 Added 0.62%
5,972 $551,000
Q4 2023

Feb 08, 2024
BUY
$85.82 - $94.55 $19,996 - $22,030
233 Added 4.09%
5,935 $558,000
Q3 2023

Nov 07, 2023
SELL
$88.51 - $93.81 $91,607 - $97,093
-1,035 Reduced 15.36%
5,702 $506,000
Q2 2023

Jul 31, 2023
BUY
$92.54 - $95.74 $72,643 - $75,155
785 Added 13.19%
6,737 $628,000
Q1 2023

Apr 19, 2023
BUY
$91.7 - $96.45 $2,842 - $2,989
31 Added 0.52%
5,952 $563,000
Q4 2022

Jan 23, 2023
BUY
$88.67 - $95.44 $227,172 - $244,517
2,562 Added 76.27%
5,921 $0
Q3 2022

Oct 21, 2022
BUY
$90.51 - $100.53 $92,591 - $102,842
1,023 Added 43.79%
3,359 $308,000
Q2 2022

Jul 27, 2022
SELL
$94.4 - $101.46 $31,435 - $33,786
-333 Reduced 12.48%
2,336 $228,000
Q1 2022

May 05, 2022
BUY
$100.79 - $107.06 $34,570 - $36,721
343 Added 14.75%
2,669 $287,000
Q1 2022

May 04, 2022
SELL
$100.79 - $107.06 $34,570 - $36,721
-343 Reduced 12.85%
2,326 $227,000
Q4 2021

Feb 02, 2022
BUY
$107.03 - $108.32 $41,420 - $41,919
387 Added 16.96%
2,669 $287,000
Q3 2021

Oct 25, 2021
BUY
$107.99 - $108.77 $43,088 - $43,399
399 Added 21.19%
2,282 $247,000
Q2 2021

Jul 23, 2021
BUY
$107.91 - $108.86 $203,194 - $204,983
1,883 New
1,883 $204,000

Others Institutions Holding MBB

# of Institutions
909
Shares Held
311M
Call Options Held
242K
Put Options Held
1.64M
View Full List

About ISHARES TR

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