A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 5,786 shares of MBB stock, worth $538,618. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,786
Previous 5,709 1.35%
Holding current value
$538,618
Previous $524,000 5.73%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$90.85 - $96.66 $6,995 - $7,442
77 Added 1.35%
5,786 $554,000
Q2 2024

Jul 31, 2024

SELL
$89.41 - $92.64 $13,679 - $14,173
-153 Reduced 2.61%
5,709 $524,000
Q1 2024

Jul 31, 2024

SELL
$91.2 - $93.98 $96,398 - $99,336
-1,057 Reduced 15.28%
5,862 $541,000
Q4 2023

Jul 30, 2024

BUY
$85.82 - $94.55 $593,788 - $654,191
6,919 New
6,919 $650,000
Q3 2023

Aug 01, 2024

SELL
$88.51 - $93.81 $259,422 - $274,957
-2,931 Reduced 25.89%
8,389 $745 Million
Q2 2023

Aug 01, 2024

BUY
$92.54 - $95.74 $519,241 - $537,197
5,611 Added 98.28%
11,320 $1.06 Billion
Q1 2023

Aug 01, 2024

BUY
$91.7 - $96.45 $540,113 - $568,090
5,890 Added 103.17%
11,599 $1.1 Billion
Q4 2022

Oct 10, 2024

BUY
$88.67 - $95.44 $358,492 - $385,863
4,043 Added 135.17%
7,034 $652 Million
Q3 2022

Oct 10, 2024

SELL
$90.51 - $100.53 $246,006 - $273,240
-2,718 Reduced 47.61%
2,991 $274 Million
Q2 2022

Oct 17, 2024

SELL
$94.4 - $101.46 $29,547 - $31,756
-313 Reduced 8.95%
3,183 $310 Million
Q1 2022

Oct 17, 2024

SELL
$100.79 - $107.06 $230,809 - $245,167
-2,290 Reduced 39.58%
3,496 $356 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.