Journey Strategic Wealth LLC Ishares Tr Transaction History

Journey Strategic Wealth LLC

$2.65 Billion
Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 75,803 shares of MBB stock, worth $7.07 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

75,803

Previous 70,796 7.07%

Holding current value

$7.07 Million

Previous $6.78 Million 2.46%

% of portfolio

0.26%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$91.26 - $95.82 $456,938 - $479,770	5,007 Added 7.07%	75,803 $6.95 Million
Q3 2024 Nov 12, 2024	BUY	$90.85 - $96.66 $1.62 Million - $1.73 Million	17,853 Added 33.72%	70,796 $6.78 Million
Q2 2024 Aug 14, 2024	BUY	$89.41 - $92.64 $308,732 - $319,885	3,453 Added 6.98%	52,943 $4.86 Million
Q1 2024 May 13, 2024	BUY	$91.2 - $93.98 $689,745 - $710,770	7,563 Added 18.04%	49,490 $4.57 Million
Q4 2023 Feb 09, 2024	BUY	$85.82 - $94.55 $57,070 - $62,875	665 Added 1.61%	41,927 $3.94 Million
Q3 2023 Nov 08, 2023	BUY	$88.51 - $93.81 $229,506 - $243,249	2,593 Added 6.71%	41,262 $3.66 Million
Q2 2023 Aug 14, 2023	BUY	$92.54 - $95.74 $227,463 - $235,328	2,458 Added 6.79%	38,669 $3.61 Million
Q1 2023 May 11, 2023	BUY	$91.7 - $96.45 $3.32 Million - $3.49 Million	36,211 New	36,211 $3.43 Million

Others Institutions Holding MBB

# of Institutions

998

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Journey Strategic Wealth LLC Ishares Tr Transaction History