A detailed history of United Advisor Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 7,810 shares of MBB stock, worth $742,496. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,810
Previous 7,096 10.06%
Holding current value
$742,496
Previous $666,000 11.56%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$92.46 - $95.73 $66,016 - $68,351
714 Added 10.06%
7,810 $743,000
Q2 2025

Aug 11, 2025

BUY
$91.41 - $94.22 $451,565 - $465,446
4,940 Added 229.13%
7,096 $666,000
Q1 2025

Apr 21, 2025

SELL
$90.37 - $94.08 $147,574 - $153,632
-1,633 Reduced 43.1%
2,156 $202,000
Q4 2024

Feb 24, 2025

SELL
$91.26 - $95.82 $321,782 - $337,861
-3,526 Reduced 48.2%
3,789 $347,000
Q3 2024

Oct 30, 2024

BUY
$90.85 - $96.66 $664,567 - $707,067
7,315 New
7,315 $700,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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