Colton Groome Financial Advisors, LLC Ishares Tr Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 2,810 shares of MBB stock, worth $257,536. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,810

Holding current value

$257,536

% of portfolio

0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$91.26 - $95.82 $256,440 - $269,254	2,810 New	2,810 $257,000
Q1 2024 Apr 18, 2024	SELL	$91.2 - $93.98 $423,988 - $436,913	-4,649 Reduced 61.54%	2,905 $268,000
Q4 2023 Jan 31, 2024	SELL	$85.82 - $94.55 $510,285 - $562,194	-5,946 Reduced 44.04%	7,554 $710,000
Q3 2023 Oct 23, 2023	SELL	$88.51 - $93.81 $554,072 - $587,250	-6,260 Reduced 31.68%	13,500 $1.2 Million
Q2 2023 Jul 27, 2023	SELL	$92.54 - $95.74 $970,466 - $1 Million	-10,487 Reduced 34.67%	19,760 $1.84 Million
Q1 2023 Apr 17, 2023	SELL	$91.7 - $96.45 $1.3 Million - $1.37 Million	-14,203 Reduced 31.95%	30,247 $2.87 Million
Q4 2022 Jan 25, 2023	BUY	$88.67 - $95.44 $2.81 Million - $3.02 Million	31,657 Added 247.46%	44,450 $0
Q3 2022 Oct 20, 2022	BUY	$90.51 - $100.53 $87,070 - $96,709	962 Added 8.13%	12,793 $1.17 Million
Q2 2022 Jul 26, 2022	BUY	$94.4 - $101.46 $1.12 Million - $1.2 Million	11,831 New	11,831 $1.15 Million

Others Institutions Holding MBB

# of Institutions

950

Shares Held

328M

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 Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.

Account

Colton Groome Financial Advisors, LLC Ishares Tr Transaction History