Balance Wealth, LLC Ishares Tr Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 8,428 shares of MBB stock, worth $801,249. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,428
Previous 10,039 16.05%
Holding current value
$801,249
Previous $943 Million 14.92%
% of portfolio
0.2%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$92.46 - $95.73 $148,953 - $154,221
-1,611 Reduced 16.05%
8,428 $802 Million
Q2 2025

Aug 13, 2025
SELL
$91.41 - $94.22 $978,635 - $1.01 Million
-10,706 Reduced 51.61%
10,039 $943 Million
Q1 2025

Apr 23, 2025
BUY
$90.37 - $94.08 $1.87 Million - $1.95 Million
20,745 New
20,745 $1.95 Billion

Others Institutions Holding MBB

# of Institutions
1,071
Shares Held
395M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

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