A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 128,032 shares of MBB stock, worth $11.9 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
128,032
Previous 87,755 45.9%
Holding current value
$11.9 Million
Previous $8.11 Million 44.93%
% of portfolio
2.38%
Previous 1.68%

Shares

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

Aug 12, 2024

BUY
$89.41 - $92.64 $3.6 Million - $3.73 Million
40,277 Added 45.9%
128,032 $11.8 Million
Q1 2024

May 09, 2024

BUY
$91.2 - $93.98 $1.89 Million - $1.95 Million
20,714 Added 30.9%
87,755 $8.11 Million
Q4 2023

Feb 01, 2024

BUY
$85.82 - $94.55 $5.48 Million - $6.03 Million
63,809 Added 1974.29%
67,041 $6.31 Million
Q3 2023

Oct 30, 2023

BUY
$88.51 - $93.81 $286,064 - $303,193
3,232 New
3,232 $287,000

Others Institutions Holding MBB

About ISHARES TR


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

Track Kelman Lazarov, Inc. Portfolio

Follow Kelman Lazarov, Inc. 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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.