A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Us Financial Advisors, LLC holds 7,800 shares of MBB stock, worth $712,140. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,800
Previous 8,738 10.73%
Holding current value
$712,140
Previous $802,000 6.86%
% of portfolio
0.23%
Previous 0.27%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$90.85 - $96.66 $85,217 - $90,667
-938 Reduced 10.73%
7,800 $747,000
Q2 2024

Aug 01, 2024

SELL
$89.41 - $92.64 $1.39 Million - $1.44 Million
-15,508 Reduced 63.96%
8,738 $802,000
Q1 2024

May 13, 2024

BUY
$91.2 - $93.98 $143,731 - $148,112
1,576 Added 6.95%
24,246 $2.24 Million
Q4 2023

Feb 07, 2024

BUY
$85.82 - $94.55 $130,274 - $143,526
1,518 Added 7.18%
22,670 $2.13 Million
Q3 2023

Nov 09, 2023

SELL
$88.51 - $93.81 $1.42 Million - $1.51 Million
-16,088 Reduced 43.2%
21,152 $1.88 Million
Q2 2023

Aug 09, 2023

BUY
$92.54 - $95.74 $65,425 - $67,688
707 Added 1.94%
37,240 $3.47 Million
Q1 2023

May 04, 2023

BUY
$91.7 - $96.45 $134,799 - $141,781
1,470 Added 4.19%
36,533 $3.46 Million
Q4 2022

Jan 26, 2023

SELL
$88.67 - $95.44 $66,147 - $71,198
-746 Reduced 2.08%
35,063 $0
Q3 2022

Oct 13, 2022

BUY
$90.51 - $100.53 $90,962 - $101,032
1,005 Added 2.89%
35,809 $3.28 Million
Q2 2022

Aug 15, 2022

SELL
$94.4 - $101.46 $89,585 - $96,285
-949 Reduced 2.65%
34,804 $3.39 Million
Q1 2022

May 13, 2022

SELL
$100.79 - $107.06 $38,501 - $40,896
-382 Reduced 1.06%
35,753 $3.64 Million
Q4 2021

Feb 14, 2022

SELL
$107.03 - $108.32 $142,242 - $143,957
-1,329 Reduced 3.55%
36,135 $3.88 Million
Q3 2021

Oct 26, 2021

SELL
$107.99 - $108.77 $82,720 - $83,317
-766 Reduced 2.0%
37,464 $4.05 Million
Q2 2021

Aug 10, 2021

SELL
$107.91 - $108.86 $829,612 - $836,915
-7,688 Reduced 16.74%
38,230 $4.14 Million
Q1 2021

Apr 30, 2021

BUY
$108.32 - $110.29 $232,238 - $236,461
2,144 Added 4.9%
45,918 $4.98 Million
Q4 2020

Feb 18, 2021

BUY
$109.9 - $110.3 $4.81 Million - $4.83 Million
43,774 New
43,774 $4.82 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Us Financial Advisors, LLC with notifications on news.