Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 1.3M shares of MBB (ISHARES TR), worth $121M as of 2025-Q4. The position was increased (++7.3% shares). MBB represents 1.0% of Merit Financial Group, LLC's portfolio.
Current Value
$121M
Current Shares
1.3M
Total Value Change
+$39.6M
Total Shares Change
+383,991
Other major holders of MBB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.3M |
+7.3% |
| $121M |
| 1.0% |
| $95.12 |
46 |
| 2025-Q3 | Increased | 1.2M | +3.9% | $112.7M | 1.0% | $93.51 | 49 |
| 2025-Q2 | Increased | 1.1M | +6.1% | $107M | 1.2% | $90.91 | 50 |
| 2025-Q1 | Increased | 1.1M | +17.9% | $100.7M | 1.5% | $90.08 | 55 |
| 2024-Q4 | Increased | 910,780 | +10.7% | $83.5M | 1.5% | $87.63 | 52 |
| 2024-Q3 | Decreased | 822,994 | -7.2% | $78.9M | 1.8% | $90.68 | 0 |
| 2024-Q2 | Increased | 887,094 | +946.2% | $81.4M | 1.8% | $85.68 | 76 |