Lifelong Wealth Advisors, Inc. Ishares Tr Transaction History

Lifelong Wealth Advisors, Inc.

  • $377 Billion
  • Q4 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 22,769 shares of MBB stock, worth $2.16 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
22,769
Previous 19,682 15.68%
Holding current value
$2.16 Million
Previous $1.87 Billion 15.77%
% of portfolio
0.57%
Previous 0.56%

Shares

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

Jan 12, 2026
BUY
$94.9 - $96.23 $292,956 - $297,062
3,087 Added 15.68%
22,769 $2.17 Billion
Q3 2025

Oct 21, 2025
BUY
$92.46 - $95.73 $94,401 - $97,740
1,021 Added 5.47%
19,682 $1.87 Billion
Q2 2025

Jul 09, 2025
BUY
$91.41 - $94.22 $15,722 - $16,205
172 Added 0.93%
18,661 $1.75 Billion
Q1 2025

Apr 23, 2025
SELL
$90.37 - $94.08 $204,868 - $213,279
-2,267 Reduced 10.92%
18,489 $1.73 Billion
Q4 2024

Feb 13, 2025
BUY
$91.26 - $95.82 $1.89 Million - $1.99 Million
20,756 New
20,756 $1.9 Billion

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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