Legacy Capital Wealth Partners, LLC Ishares Tr Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 7,473 shares of MBB stock, worth $710,458. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,473
Previous 7,384 1.21%
Holding current value
$710,458
Previous $702,000 1.14%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$94.9 - $96.23 $8,446 - $8,564
89 Added 1.21%
7,473 $710,000
Q3 2025

Nov 13, 2025
BUY
$92.46 - $95.73 $11,927 - $12,349
129 Added 1.78%
7,384 $702,000
Q2 2025

Aug 13, 2025
SELL
$91.41 - $94.22 $70,020 - $72,172
-766 Reduced 9.55%
7,255 $681,000
Q1 2025

May 02, 2025
BUY
$90.37 - $94.08 $136,910 - $142,531
1,515 Added 23.29%
8,021 $752,000
Q4 2024

Jan 30, 2025
BUY
$91.26 - $95.82 $593,737 - $623,404
6,506 New
6,506 $596,000

Others Institutions Holding MBB

# of Institutions
1,092
Shares Held
397M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

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