Mbm Wealth Consultants, LLC Ishares Tr Core Conservative A Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 30, 2019	SELL	$34.32 - $35.42 $343 - $354	-10 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$32.37 - $34.17 $323 - $341	10 New	10 $0

Others Institutions Holding AOK

# of Institutions

185

Shares Held

7.48M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

674K
Shares

$25 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

618K
Shares

$22.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

496K
Shares

$18.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$16.8 Million
0.01% of portfolio
Sargent Bickham Lagudis LLC

405K
Shares

$15 Million
1.12% of portfolio

About ISHARES TR CORE CONSERVATIVE A

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