A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 3,508 shares of MBB stock, worth $336,136. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,508
Previous 3,416 2.69%
Holding current value
$336,136
Previous $315,000 2.22%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$89.41 - $92.64 $8,225 - $8,522
92 Added 2.69%
3,508 $322,000
Q1 2024

May 06, 2024

SELL
$91.2 - $93.98 $5,107 - $5,262
-56 Reduced 1.61%
3,416 $315,000
Q4 2023

Jan 29, 2024

BUY
$85.82 - $94.55 $297,967 - $328,277
3,472 New
3,472 $326,000

Others Institutions Holding MBB

About ISHARES TR


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