Wr Wealth Planners, LLC Ishares Tr Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,903 shares of MBB stock, worth $275,988. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,903
Previous 5,786 49.83%
Holding current value
$275,988
Previous $554,000 51.99%
% of portfolio
0.09%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$91.26 - $95.82 $263,102 - $276,249
-2,883 Reduced 49.83%
2,903 $266,000
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

# of Institutions
1,071
Shares Held
395M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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