A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 51,137 shares of MBB stock, worth $4.69 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
51,137
Previous 28,246 81.04%
Holding current value
$4.69 Million
Previous $2.66 Million 77.87%
% of portfolio
0.4%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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