Lutz Financial Services LLC Ishares Tr Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Lutz Financial Services LLC holds 412,704 shares of MBB stock, worth $37.7 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
412,704
Previous 371,967 10.95%
Holding current value
$37.7 Million
Previous $34.2 Million 15.79%
% of portfolio
3.21%
Previous 2.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$90.85 - $96.66 $3.7 Million - $3.94 Million
40,737 Added 10.95%
412,704 $39.5 Million
Q2 2024

Jul 29, 2024
BUY
$89.41 - $92.64 $6.13 Million - $6.35 Million
68,517 Added 22.58%
371,967 $34.2 Million
Q1 2024

May 03, 2024
BUY
$91.2 - $93.98 $15.9 Million - $16.4 Million
174,028 Added 134.47%
303,450 $28 Million
Q4 2023

Feb 07, 2024
BUY
$85.82 - $94.55 $11.1 Million - $12.2 Million
129,422 New
129,422 $12.2 Million

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
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