A detailed history of West Coast Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, West Coast Financial LLC holds 235,767 shares of MBB stock, worth $21.5 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
235,767
Previous 198,588 18.72%
Holding current value
$21.5 Million
Previous $18.7 Million 16.62%
% of portfolio
2.64%
Previous 2.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$91.2 - $93.98 $3.39 Million - $3.49 Million
37,179 Added 18.72%
235,767 $21.8 Million
Q4 2023

Jan 11, 2024

BUY
$85.82 - $94.55 $2.03 Million - $2.24 Million
23,690 Added 13.55%
198,588 $18.7 Million
Q3 2023

Nov 02, 2023

BUY
$88.51 - $93.81 $2.1 Million - $2.22 Million
23,673 Added 15.65%
174,898 $15.5 Million
Q2 2023

Aug 08, 2023

BUY
$92.54 - $95.74 $5,644 - $5,840
61 Added 0.04%
151,225 $14.1 Million
Q1 2023

May 08, 2023

BUY
$91.7 - $96.45 $876,927 - $922,351
9,563 Added 6.75%
151,164 $14.3 Million
Q4 2022

Feb 14, 2023

SELL
$89.89 - $95.44 $1.56 Million - $1.66 Million
-17,361 Reduced 10.92%
141,601 $13.1 Million
Q3 2022

Oct 31, 2022

BUY
$92.36 - $100.53 $761,138 - $828,467
8,241 Added 5.47%
158,962 $14.6 Million
Q2 2022

Jul 11, 2022

BUY
$94.4 - $101.46 $451,137 - $484,877
4,779 Added 3.27%
150,721 $14.7 Million
Q1 2022

Apr 20, 2022

BUY
$100.79 - $107.06 $1.93 Million - $2.05 Million
19,157 Added 15.11%
145,942 $14.9 Million
Q4 2021

Jan 19, 2022

BUY
$107.03 - $108.32 $4.97 Million - $5.03 Million
46,410 Added 57.74%
126,785 $13.6 Million
Q3 2021

Nov 03, 2021

BUY
$107.99 - $108.77 $4.87 Million - $4.9 Million
45,072 Added 127.67%
80,375 $8.69 Million
Q2 2021

Jul 28, 2021

BUY
$107.91 - $108.86 $3.81 Million - $3.84 Million
35,303 New
35,303 $3.82 Million

Others Institutions Holding MBB

About ISHARES TR


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