A detailed history of Capital A Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 27 shares of MBB stock, worth $2,566. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27
Previous 941 97.13%
Holding current value
$2,566
Previous $88.2 Million 97.12%
% of portfolio
0.03%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025

SELL
$91.41 - $94.22 $83,548 - $86,117
-914 Reduced 97.13%
27 $2.54 Million
Q1 2025

May 02, 2025

SELL
$90.37 - $94.08 $227,190 - $236,517
-2,514 Reduced 72.76%
941 $88.2 Million
Q4 2024

Feb 26, 2025

BUY
$91.26 - $95.82 $315,303 - $331,058
3,455 New
3,455 $317 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.