Simon Quick Advisors, LLC Ishares Tr Transaction History

Simon Quick Advisors, LLC

$1.57 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 27, 2021	SELL	$107.99 - $108.77 $31,317 - $31,543	-290 Closed	0 $0
Q4 2020 Jan 27, 2021	BUY	$109.9 - $110.3 $31,871 - $31,987	290 New	290 $32,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.77 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.16 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.5 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.75 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.67 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
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