Mendel Money Management Ishares Tr Transaction History

Mendel Money Management

$211 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$85.82 - $94.55 $321,395 - $354,089	3,745 New	3,745 $352,000

Others Institutions Holding MBB

# of Institutions

994

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

Bank Of America Corp Charlotte, NC

76M
Shares

$7.15 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.87 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.71 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2.06 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.85 Billion
0.73% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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