My Legacy Advisors, LLC Ishares Tr Transaction History

My Legacy Advisors, LLC

$252 Million
Q4 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, My Legacy Advisors, LLC holds 30,080 shares of MBB stock, worth $2.77 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

30,080

Previous 28,652 4.98%

Holding current value

$2.77 Million

Previous $2.75 Million 0.44%

% of portfolio

1.09%

Previous 1.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$91.26 - $95.82 $130,319 - $136,830	1,428 Added 4.98%	30,080 $2.76 Million
Q3 2024 Oct 21, 2024	SELL	$90.85 - $96.66 $1.07 Million - $1.14 Million	-11,777 Reduced 29.13%	28,652 $2.75 Million
Q2 2024 Jul 24, 2024	BUY	$89.41 - $92.64 $975,105 - $1.01 Million	10,906 Added 36.94%	40,429 $3.71 Million
Q1 2024 Jul 25, 2024	SELL	$91.2 - $93.98 $565,166 - $582,394	-6,197 Reduced 15.33%	34,232 $3.16 Million
Q4 2023 Jan 12, 2024	BUY	$85.82 - $94.55 $184,341 - $203,093	2,148 Added 7.85%	29,523 $2.78 Million
Q3 2023 Oct 20, 2023	BUY	$88.51 - $93.81 $26,553 - $28,143	300 Added 1.11%	27,375 $2.43 Million
Q2 2023 Jul 14, 2023	BUY	$92.54 - $95.74 $510,173 - $527,814	5,513 Added 25.57%	27,075 $2.53 Million
Q1 2023 Apr 11, 2023	BUY	$91.7 - $96.45 $254,467 - $267,648	2,775 Added 14.77%	21,562 $2.04 Million
Q4 2022 Feb 07, 2023	BUY	$88.67 - $95.44 $1.67 Million - $1.79 Million	18,787 New	18,787 $1.74 Million

Others Institutions Holding MBB

# of Institutions

964

Shares Held

330M

Call Options Held

152K

Put Options Held

48.5K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Account

My Legacy Advisors, LLC Ishares Tr Transaction History