Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,816 shares of MBB stock, worth $1.47 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

15,816

Previous 19,678 19.63%

Holding current value

$1.47 Million

Previous $1.8 Billion 18.81%

% of portfolio

0.67%

Previous 0.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$90.37 - $94.08 $349,008 - $363,336	-3,862 Reduced 19.63%	15,816 $1.46 Billion
Q4 2024 Feb 04, 2025	BUY	$91.26 - $95.82 $230,157 - $241,658	2,522 Added 14.7%	19,678 $1.8 Billion
Q3 2024 Oct 25, 2024	BUY	$90.85 - $96.66 $200,142 - $212,941	2,203 Added 14.73%	17,156 $1.64 Billion
Q2 2024 Jul 31, 2024	BUY	$89.41 - $92.64 $160,490 - $166,288	1,795 Added 13.64%	14,953 $1.37 Billion
Q1 2024 Apr 23, 2024	BUY	$91.2 - $93.98 $170,088 - $175,272	1,865 Added 16.51%	13,158 $1.22 Billion
Q4 2023 Jan 17, 2024	BUY	$85.82 - $94.55 $969,165 - $1.07 Million	11,293 New	11,293 $1.06 Billion

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

349M

Call Options Held

615K

Put Options Held

48K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Account

Twin Peaks Wealth Advisors, LLC Ishares Tr Transaction History