Latest Institutional Transactions on Ishares Tr (MBB)
This table provides information on the latest institutional transactions involving Ishares Tr (MBB) 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 |
---|---|---|---|---|---|---|---|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.25K- 12.81% |
$114K - $117K
|
8.48K
$772K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19.2KNew |
$1.75M - $1.81M
|
19.2K
$1.75M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
46New |
$4.2K - $4.32K
|
46
$4.19K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.69K+ 6.28% |
$610K - $628K
|
113K
$10.3M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
839K+ 127.92% |
$76.5M - $78.9M
|
1.5M
$136M
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
6.86K+ 7.13% |
$626K - $645K
|
103K
$9.38M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
473+ 0.25% |
$43.1K - $44.5K
|
193K
$17.6M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
33.6K+ 10.96% |
$3.06M - $3.16M
|
340K
$30.9M
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
4.74K+ 5.12% |
$432K - $445K
|
97.2K
$8.85M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
317+ 5.05% |
$28.9K - $29.8K
|
6.59K
$600K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-321- 8.94% |
$29.3K - $30.2K
|
3.27K
$298K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
71.4K+ 5.67% |
$6.51M - $6.71M
|
1.33M
$121M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.74K+ 15.07% |
$432K - $446K
|
36.2K
$3.3M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.64K - $1.69K
|
18
$1.64K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25K- 76.48% |
$2.28M - $2.35M
|
7.7K
$700K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.6K+ 33.92% |
$2.15M - $2.21M
|
93K
$8.47M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.93K- 18.3% |
$450K - $464K
|
22K
$2M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 17.69% |
$2.5M - $2.58M
|
182K
$16.6M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.2K- 55.86% |
$1.3M - $1.34M
|
11.3K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.95K- 11.42% |
$177K - $183K
|
15.1K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95+ 791.67% |
$8.66K - $8.93K
|
107
$9.74K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.61K+ 47.15% |
$785K - $809K
|
26.9K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.98K+ 5.55% |
$819K - $844K
|
171K
$15.5M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.3K- 34.29% |
$939K - $968K
|
19.7K
$1.8M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-180K- 82.43% |
$16.4M - $16.9M
|
38.3K
$3.48M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.18MNew |
$108M - $111M
|
1.18M
$108M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
31.4K+ 37.73% |
$2.86M - $2.95M
|
115K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.34KNew |
$213K - $220K
|
2.34K
$213K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.08K- 18.41% |
$189K - $195K
|
9.2K
$837K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-17.6K- 68.33% |
$1.6M - $1.65M
|
8.16K
$742K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19New |
$1.73K - $1.79K
|
19
$1.73K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-126K- 43.9% |
$11.5M - $11.8M
|
161K
$14.6M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
19K+ 11.82% |
$1.73M - $1.78M
|
179K
$16.3M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.66K+ 0.73% |
$425K - $438K
|
643K
$58.5M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.29K- 18.31% |
$756K - $779K
|
37K
$3.37M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.6K+ 39.05% |
$1.79M - $1.84M
|
69.9K
$6.36M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-565- 12.24% |
$51.5K - $53.1K
|
4.05K
$369K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
301+ 1.87% |
$27.5K - $28.3K
|
16.4K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.3KNew |
$1.58M - $1.63M
|
17.3K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.14K+ 26.28% |
$742K - $765K
|
39.1K
$3.56M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.2K- 0.32% |
$3.94M - $4.06M
|
13.6M
$1.24B
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
54+ 0.36% |
$4.92K - $5.07K
|
15.1K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.93K+ 5.37% |
$358K - $369K
|
77K
$7.01M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.06KNew |
$553K - $570K
|
6.06K
$552K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.23K+ 2.36% |
$295K - $304K
|
140K
$12.8M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$202K - $208K
|
2.21K
$201K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
595K+ 8.42% |
$54.2M - $55.9M
|
7.66M
$697M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.35K+ 13.76% |
$579K - $597K
|
52.5K
$4.78M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-84.4K- 46.76% |
$7.7M - $7.93M
|
96.1K
$8.75M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-52.3K- 48.44% |
$4.77M - $4.92M
|
55.7K
$5.07M
|