Windward Private Wealth Management Inc. Ishares Tr Transaction History

Windward Private Wealth Management Inc.

  • $256 Million
  • Q4 2024

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 3,397 shares of MBB stock, worth $313,984. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,397
Previous 3,422 0.73%
Holding current value
$313,984
Previous $327,000 4.89%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$91.26 - $95.82 $2,281 - $2,395
-25 Reduced 0.73%
3,397 $311,000
Q3 2024

Oct 31, 2024
SELL
$90.85 - $96.66 $7,813 - $8,312
-86 Reduced 2.45%
3,422 $327,000
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

# of Institutions
984
Shares Held
362M
Call Options Held
184K
Put Options Held
37.6K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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