Whipplewood Advisors, LLC Ishares Tr Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 62 shares of MBB stock, worth $5,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,702

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$91.26 - $95.82 $5,658 - $5,940	62 New	62 $5.68 Million

Others Institutions Holding MBB

# of Institutions

966

Shares Held

330M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.82 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.19 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.52 Billion
0.87% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.81 Billion
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.76 Billion
0.84% of portfolio

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About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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