A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Tr stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 7,991 shares of MBB stock, worth $751,793. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,991
Previous 7,658 4.35%
Holding current value
$751,793
Previous $711 Million 3.01%
% of portfolio
0.3%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$91.26 - $95.82 $30,389 - $31,908
333 Added 4.35%
7,991 $733 Million
Q3 2024

Nov 06, 2024

SELL
$90.85 - $96.66 $71,680 - $76,264
-789 Reduced 9.34%
7,658 $711 Million
Q2 2024

Aug 12, 2024

SELL
$89.41 - $92.64 $2,861 - $2,964
-32 Reduced 0.38%
8,447 $776 Million
Q1 2024

May 31, 2024

SELL
$91.2 - $93.98 $113,635 - $117,099
-1,246 Reduced 12.81%
8,479 $769 Million
Q4 2023

Feb 12, 2024

BUY
$85.82 - $94.55 $834,599 - $919,498
9,725 New
9,725 $915 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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