A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 20,870 shares of MBB stock, worth $1.98 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
20,870
Previous 13,595 53.51%
Holding current value
$1.98 Million
Previous $1.28 Million 55.56%
% of portfolio
0.14%
Previous 0.1%

Shares

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

Nov 14, 2025

BUY
$92.46 - $95.73 $672,646 - $696,435
7,275 Added 53.51%
20,870 $1.99 Million
Q2 2025

Aug 14, 2025

SELL
$91.41 - $94.22 $44,425 - $45,790
-486 Reduced 3.45%
13,595 $1.28 Million
Q1 2025

May 15, 2025

SELL
$90.37 - $94.08 $42,925 - $44,688
-475 Reduced 3.26%
14,081 $1.32 Million
Q4 2024

Feb 14, 2025

BUY
$91.26 - $95.82 $1.33 Million - $1.39 Million
14,552 Added 363800.0%
14,556 $1.33 Million
Q3 2023

Nov 14, 2023

SELL
$88.51 - $93.81 $5,841 - $6,191
-66 Reduced 94.29%
4 $0
Q4 2022

Feb 14, 2023

BUY
$88.67 - $95.44 $5,408 - $5,821
61 Added 677.78%
70 $6,000
Q3 2022

Nov 14, 2022

SELL
$90.51 - $100.53 $2,081 - $2,312
-23 Reduced 71.88%
9 $1,000
Q2 2022

Aug 15, 2022

BUY
$94.4 - $101.46 $377 - $405
4 Added 14.29%
32 $3,000
Q4 2021

May 16, 2022

BUY
$107.03 - $108.32 $2,996 - $3,032
28 New
28 $3,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.