Wealth Plan Partners, LLC Ishares Tr Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 17,857 shares of MBB stock, worth $1.63 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
17,857
Previous 17,940 0.46%
Holding current value
$1.63 Million
Previous $1.65 Billion 3.87%
% of portfolio
0.23%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$90.85 - $96.66 $7,540 - $8,022
-83 Reduced 0.46%
17,857 $1.71 Billion
Q2 2024

Aug 09, 2024
BUY
$89.41 - $92.64 $68,488 - $70,962
766 Added 4.46%
17,940 $1.65 Billion
Q1 2024

May 07, 2024
BUY
$91.2 - $93.98 $75,422 - $77,721
827 Added 5.06%
17,174 $1.59 Billion
Q4 2023

Jan 05, 2024
BUY
$85.82 - $94.55 $314,959 - $346,998
3,670 Added 28.95%
16,347 $1.54 Billion
Q3 2023

Nov 01, 2023
BUY
$88.51 - $93.81 $9,559 - $10,131
108 Added 0.86%
12,677 $1.13 Billion
Q2 2023

Jul 31, 2023
SELL
$92.54 - $95.74 $238,660 - $246,913
-2,579 Reduced 17.03%
12,569 $1.17 Billion
Q1 2023

May 10, 2023
BUY
$91.7 - $96.45 $113,341 - $119,212
1,236 Added 8.88%
15,148 $1.43 Billion
Q4 2022

Feb 16, 2023
BUY
$88.67 - $95.44 $992,571 - $1.07 Million
11,194 Added 411.85%
13,912 $1.31 Billion
Q1 2022

May 03, 2022
BUY
$100.79 - $107.06 $1,108 - $1,177
11 Added 0.41%
2,718 $267,000
Q4 2021

Feb 01, 2022
SELL
$107.03 - $108.32 $9,846 - $9,965
-92 Reduced 3.29%
2,707 $286,000
Q3 2021

Dec 09, 2021
SELL
$107.99 - $108.77 $78,940 - $79,510
-731 Reduced 20.71%
2,799 $302,000
Q2 2021

Aug 19, 2021
BUY
$107.91 - $108.86 $380,922 - $384,275
3,530 New
3,530 $383,000
Q1 2021

May 11, 2021
SELL
$108.32 - $110.29 $290,947 - $296,238
-2,686 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
$109.9 - $110.3 $295,191 - $296,265
2,686 New
2,686 $296,000

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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