A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 76,901 shares of MBB stock, worth $7.02 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares
76,901
Previous 97,443 21.08%
Holding current value
$7.02 Million
Previous $9.04 Million 19.4%
% of portfolio
4.74%
Previous 6.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$91.7 - $96.45 $1.88 Million - $1.98 Million
-20,542 Reduced 21.08%
76,901 $7.28 Million
Q4 2022

Jan 27, 2023

BUY
$88.67 - $95.44 $208,729 - $224,665
2,354 Added 2.48%
97,443 $9.04 Million
Q3 2022

Nov 08, 2022

BUY
$90.51 - $100.53 $183,463 - $203,774
2,027 Added 2.18%
95,089 $8.45 Million
Q2 2022

Aug 04, 2022

SELL
$94.4 - $101.46 $537,041 - $577,205
-5,689 Reduced 5.76%
93,062 $9.33 Million
Q1 2022

Apr 21, 2022

BUY
$100.79 - $107.06 $9.95 Million - $10.6 Million
98,751 New
98,751 $10.1 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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