Core Wealth Partners LLC Ishares Tr Transaction History

Core Wealth Partners LLC

  • $146 Billion
  • Q2 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,437 shares of MBB stock, worth $319,950. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,437
Previous 3,012 14.11%
Holding current value
$319,950
Previous $278 Million 13.36%
% of portfolio
0.22%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$89.41 - $92.64 $37,999 - $39,372
425 Added 14.11%
3,437 $316 Million
Q1 2024

Apr 19, 2024
BUY
$91.2 - $93.98 $274,694 - $283,067
3,012 New
3,012 $278 Million

Others Institutions Holding MBB

# of Institutions
911
Shares Held
312M
Call Options Held
242K
Put Options Held
1.64M
View Full List

About ISHARES TR

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