A detailed history of United Advisor Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 2,156 shares of MBB stock, worth $202,211. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,156
Previous 3,789 43.1%
Holding current value
$202,211
Previous $347,000 41.79%
% of portfolio
0.04%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

SELL
$90.37 - $94.08 $147,574 - $153,632
-1,633 Reduced 43.1%
2,156 $202,000
Q4 2024

Feb 24, 2025

SELL
$91.26 - $95.82 $321,782 - $337,861
-3,526 Reduced 48.2%
3,789 $347,000
Q3 2024

Oct 30, 2024

BUY
$90.85 - $96.66 $664,567 - $707,067
7,315 New
7,315 $700,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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