Latest Institutional Transactions on Jp Morgan ETF Tr Betabuilders (BBRE)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Tr Betabuilders (BBRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$1.82K - $2.27K
|
25
$2.36K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.79KNew |
$291K - $335K
|
3.79K
$357K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.85K- 89.69% |
$219K - $252K
|
327
$30.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$3.84K - $4.42K
|
50
$4.71K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
460+ 3.57% |
$35.3K - $40.7K
|
13.4K
$1.26M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.34K- 26.95% |
$423K - $454K
|
14.5K
$1.36M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
333+ 4.95% |
$25.5K - $30.9K
|
7.06K
$666K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.96K- 32.09% |
$150K - $182K
|
4.14K
$390K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$11.5K - $13.9K
|
150
$14.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.11KNew |
$161K - $196K
|
2.11K
$199K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$75.2 - $86.8
|
1
$94.3
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 71.62% |
$3.99K - $4.6K
|
21
$1.98K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400New |
$30.1K - $34.7K
|
400
$37.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.75KNew |
$207K - $238K
|
2.75K
$259K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
146New |
$11.3K - $14.4K
|
146
$13.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
249K+ 490.39% |
$19.2M - $24.5M
|
299K
$28.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-387- 84.13% |
$29.9K - $38.1K
|
73
$6.88K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-50- 59.52% |
$3.86K - $4.93K
|
34
$3.21K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.79KNew |
$319K - $417K
|
3.79K
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.02KClosed |
$339K - $442K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.14K- 37.33% |
$180K - $235K
|
3.59K
$339K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.91KClosed |
$329K - $430K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5Closed |
$421 - $550
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-30.3KClosed |
$2.55M - $3.33M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.7KClosed |
$3.35M - $4.37M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-310Closed |
$26.1K - $34.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-60Closed |
$5.06K - $6.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-237Closed |
$23.1K - $26.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-77.1KClosed |
$7.52M - $8.53M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 50.0% |
$97.6 - $111
|
1
$94.3
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.62KClosed |
$256K - $290K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-46Closed |
$4.49K - $5.09K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-203Closed |
$19.7K - $22.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5Closed |
$485 - $555
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81New |
$7.85K - $9K
|
81
$7.64K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-15.1KClosed |
$1.47M - $1.68M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67Closed |
$6.44K - $7K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.95KClosed |
$284K - $308K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.41K+ 29.06% |
$124K - $141K
|
6.27K
$591K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.9KClosed |
$166K - $189K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-58Closed |
$5.09K - $5.78K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
119New |
$9.06K - $10.4K
|
119
$11.2K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-277Closed |
$19.3K - $22.3K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.31K+ 35.35% |
$90.8K - $105K
|
5K
$471K
|
|
|
Feb 09, 2021
Q4 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.2KClosed |
$222K - $258K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.05KClosed |
$418K - $462K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.7KClosed |
$533K - $588K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-20.7KClosed |
$1.43M - $1.58M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-56KClosed |
$3.87M - $4.28M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-142KClosed |
$9.8M - $10.8M
|
0
$0
|
|