Core Wealth Partners LLC Ishares Tr Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 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 4,356 shares of MBB stock, worth $409,812. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,356
Previous 4,809 9.42%
Holding current value
$409,812
Previous $461 Million 13.32%
% of portfolio
0.23%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$91.26 - $95.82 $41,340 - $43,406
-453 Reduced 9.42%
4,356 $399 Million
Q3 2024

Nov 04, 2024
BUY
$90.85 - $96.66 $124,646 - $132,617
1,372 Added 39.92%
4,809 $461 Million
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
994
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

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