A detailed history of Retirement Capital Strategies transactions in Ishares Tr stock. As of the latest transaction made, Retirement Capital Strategies holds 30,121 shares of MBB stock, worth $2.73 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
30,121
Previous 18,268 64.88%
Holding current value
$2.73 Million
Previous $1.68 Million 72.03%
% of portfolio
1.13%
Previous 0.67%

Shares

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

Nov 12, 2024

BUY
$90.85 - $96.66 $1.08 Million - $1.15 Million
11,853 Added 64.88%
30,121 $2.89 Million
Q2 2024

Aug 13, 2024

SELL
$89.41 - $92.64 $1.75 Million - $1.82 Million
-19,617 Reduced 51.78%
18,268 $1.68 Million
Q1 2024

May 13, 2024

SELL
$91.2 - $93.98 $9.51 Million - $9.8 Million
-104,305 Reduced 73.36%
37,885 $3.5 Million
Q4 2023

Feb 14, 2024

BUY
$85.82 - $94.55 $12.2 Million - $13.4 Million
142,190 New
142,190 $13.4 Million
Q2 2023

Aug 14, 2023

BUY
$92.54 - $95.74 $1.63 Million - $1.68 Million
17,567 New
17,567 $1.64 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.