Beacon Bridge Wealth Partners, LLC Ishares Tr Transaction History

Beacon Bridge Wealth Partners, LLC

$233 Billion
Q3 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 124,614 shares of MBB stock, worth $11.4 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares

124,614

Previous 117,568 5.99%

Holding current value

$11.4 Million

Previous $10.8 Billion 10.61%

% of portfolio

5.13%

Previous 4.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$90.85 - $96.66 $640,129 - $681,066	7,046 Added 5.99%	124,614 $11.9 Billion
Q2 2024 Aug 02, 2024	SELL	$89.41 - $92.64 $130,449 - $135,161	-1,459 Reduced 1.23%	117,568 $10.8 Billion
Q1 2024 May 03, 2024	BUY	$91.2 - $93.98 $772,737 - $796,292	8,473 Added 7.66%	119,027 $11 Billion
Q4 2023 Feb 09, 2024	BUY	$85.82 - $94.55 $1.88 Million - $2.07 Million	21,915 Added 24.72%	110,554 $10.4 Billion
Q3 2023 Nov 14, 2023	BUY	$88.51 - $93.81 $4.59 Million - $4.87 Million	51,881 Added 141.14%	88,639 $7.87 Billion
Q2 2023 Aug 08, 2023	BUY	$92.54 - $95.74 $581,336 - $601,438	6,282 Added 20.61%	36,758 $3.43 Billion
Q1 2023 May 08, 2023	BUY	$91.7 - $96.45 $912,781 - $960,063	9,954 Added 48.5%	30,476 $2.89 Billion
Q4 2022 Feb 10, 2023	BUY	$88.67 - $95.44 $1.82 Million - $1.96 Million	20,522 New	20,522 $1.9 Billion

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
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Beacon Bridge Wealth Partners, LLC Ishares Tr Transaction History