Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 65,259 shares of MBB stock, worth $6.1 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

65,259

Previous 62,769 3.97%

Holding current value

$6.1 Million

Previous $6.01 Million 0.53%

% of portfolio

0.42%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$91.26 - $95.82 $227,237 - $238,591	2,490 Added 3.97%	65,259 $5.98 Million
Q3 2024 Nov 13, 2024	BUY	$90.85 - $96.66 $1.07 Million - $1.14 Million	11,810 Added 23.18%	62,769 $6.01 Million
Q2 2024 Aug 12, 2024	SELL	$89.41 - $92.64 $15,914 - $16,489	-178 Reduced 0.35%	50,959 $4.68 Million
Q1 2024 May 13, 2024	BUY	$91.2 - $93.98 $2.09 Million - $2.15 Million	22,891 Added 81.04%	51,137 $4.73 Million
Q4 2023 Feb 08, 2024	SELL	$85.82 - $94.55 $1.81 Million - $1.99 Million	-21,068 Reduced 42.72%	28,246 $2.66 Million
Q3 2023 Nov 09, 2023	BUY	$88.51 - $93.81 $355,810 - $377,116	4,020 Added 8.88%	49,314 $4.38 Million
Q2 2023 Aug 14, 2023	BUY	$92.54 - $95.74 $4.19 Million - $4.34 Million	45,294 New	45,294 $4.22 Million

Others Institutions Holding MBB

# of Institutions

1,003

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Wcg Wealth Advisors LLC Ishares Tr Transaction History