Latest Institutional Purchases of Ishares Tr (GBF)
This list provides information on the latest institutional transactions involving Ishares Tr (GBF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.19KNew |
$117K - $126K
|
1.19K
$123K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11KNew |
$108K - $117K
|
1.11K
$114K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
190+ 3.53% |
$18.6K - $20.1K
|
5.58K
$573K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
165New |
$16.1K - $17.4K
|
165
$17K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
98New |
$9.57K - $10.4K
|
98
$10.1K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$5.37K - $5.81K
|
55
$5.65K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
51+ 1.28% |
$4.98K - $5.39K
|
4.02K
$413K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$1.95K - $2.11K
|
20
$2.06K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
585KNew |
$58.4M - $61.1M
|
585K
$60.1M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
429KNew |
$42.9M - $44.8M
|
429K
$44.1M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01KNew |
$700K - $733K
|
7.01K
$721K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.81KNew |
$680K - $711K
|
6.81K
$700K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5.64KNew |
$563K - $589K
|
5.64K
$579K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.45KNew |
$445K - $465K
|
4.45K
$458K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.74KNew |
$373K - $390K
|
3.74K
$384K
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.91KNew |
$290K - $303K
|
2.91K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.84KNew |
$283K - $296K
|
2.84K
$292K
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.83KNew |
$283K - $296K
|
2.83K
$291K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.65KNew |
$264K - $276K
|
2.65K
$272K
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59KNew |
$259K - $271K
|
2.59K
$266K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.58KNew |
$257K - $269K
|
2.58K
$265K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
346New |
$34.6K - $36.1K
|
346
$35.6K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
299New |
$29.9K - $31.2K
|
299
$30.7K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
150New |
$15K - $15.7K
|
150
$15.4K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$699 - $731
|
7
$719
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.77KNew |
$286K - $295K
|
2.77K
$284K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.4KNew |
$145K - $149K
|
1.4K
$144K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
56New |
$5.79K - $5.97K
|
56
$5.75K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
852New |
$84.6K - $90K
|
852
$87.5K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
449New |
$44.6K - $47.4K
|
449
$46.1K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
305New |
$30.3K - $32.2K
|
305
$31.3K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
275New |
$27.3K - $29K
|
275
$28.3K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
129+ 100.0% |
$12.8K - $13.6K
|
258
$26.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
77New |
$7.65K - $8.13K
|
77
$7.91K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$99.3 - $106
|
186
$19.1K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.8K+ 385.26% |
$182K - $198K
|
2.27K
$233K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
718New |
$72.6K - $79K
|
718
$73.8K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
50New |
$5.06K - $5.5K
|
50
$5.14K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.98KNew |
$208K - $225K
|
1.98K
$204K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
321New |
$33.7K - $36.5K
|
321
$33K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
250New |
$26.2K - $28.4K
|
250
$25.7K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
56New |
$5.88K - $6.36K
|
56
$5.75K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44New |
$4.62K - $5K
|
44
$4.52K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
33+ 1.71% |
$3.46K - $3.75K
|
1.96K
$202K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$1.24M - $1.33M
|
11.1K
$1.14M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
117New |
$13.2K - $14.1K
|
117
$12K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
53New |
$5.96K - $6.39K
|
53
$5.45K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
32New |
$3.6K - $3.86K
|
32
$3.29K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.2KNew |
$627K - $639K
|
5.2K
$534K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
291New |
$35.1K - $35.8K
|
291
$29.9K
|