Beverly Hills Private Wealth, LLC Ishares Tr Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 5,720 shares of MBB stock, worth $523,036. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,720

Previous 11,031 48.15%

Holding current value

$523,036

Previous $1.01 Billion 45.89%

% of portfolio

0.11%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$90.85 - $96.66 $482,504 - $513,361	-5,311 Reduced 48.15%	5,720 $548 Million
Q2 2024 Aug 07, 2024	BUY	$89.41 - $92.64 $148,778 - $154,152	1,664 Added 17.76%	11,031 $1.01 Billion
Q1 2024 May 08, 2024	SELL	$91.2 - $93.98 $1.66 Million - $1.71 Million	-18,161 Reduced 65.97%	9,367 $866 Million
Q4 2023 Jan 29, 2024	BUY	$85.82 - $94.55 $1.67 Million - $1.84 Million	19,429 Added 239.89%	27,528 $2.59 Billion
Q3 2023 Nov 08, 2023	BUY	$88.51 - $93.81 $60,098 - $63,696	679 Added 9.15%	8,099 $719 Million
Q2 2023 Aug 09, 2023	BUY	$92.54 - $95.74 $264,664 - $273,816	2,860 Added 62.72%	7,420 $681 Million
Q1 2023 May 03, 2023	BUY	$91.7 - $96.45 $418,152 - $439,812	4,560 New	4,560 $432 Million

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

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Account

Beverly Hills Private Wealth, LLC Ishares Tr Transaction History