Tmd Wealth Management, LLC Ishares Tr Transaction History

Tmd Wealth Management, LLC

$387 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	BUY	$109.9 - $110.3 $364,648 - $365,975	3,318 New	3,318 $365,000

Others Institutions Holding MBB

# of Institutions

978

Shares Held

356M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.78 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.73 Billion
0.39% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.51 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.8 Billion
0.73% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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