Riversedge Advisors, LLC Ishares Tr Transaction History

Riversedge Advisors, LLC

$412 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$107.03 - $108.32 $223,157 - $225,847	-2,085 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$107.99 - $108.77 $225,159 - $226,785	2,085 New	2,085 $225,000

Others Institutions Holding MBB

# of Institutions

918

Shares Held

313M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.76 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.71 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.32 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.68 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.57 Billion
0.68% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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