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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
477+ 2650.0% |
$43.3K - $46.1K
|
495
$45.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-393- 0.42% |
$35.7K - $38K
|
92.8K
$8.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.04K+ 22.58% |
$185K - $197K
|
11.1K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-151- 6.55% |
$13.7K - $14.6K
|
2.16K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
36.2KNew |
$3.29M - $3.5M
|
36.2K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.4K+ 85.87% |
$1.67M - $1.78M
|
39.8K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.32KNew |
$665K - $707K
|
7.32K
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
473+ 2.71% |
$43K - $45.7K
|
18K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$363 - $387
|
3.39K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.62K+ 14.69% |
$238K - $253K
|
20.5K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.64K- 9.39% |
$240K - $255K
|
25.5K
$2.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
95+ 1.56% |
$8.63K - $9.18K
|
6.17K
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13K+ 2.05% |
$1.18M - $1.26M
|
646K
$59.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-343- 6.18% |
$31.2K - $33.2K
|
5.2K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20.3K+ 40.64% |
$1.84M - $1.96M
|
70.1K
$6.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.8K+ 5.89% |
$799K - $851K
|
158K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
62.4KNew |
$5.67M - $6.03M
|
62.4K
$5.77M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12+ 0.37% |
$1.09K - $1.16K
|
3.27K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
458+ 21.01% |
$41.6K - $44.3K
|
2.64K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-14- 0.41% |
$1.27K - $1.35K
|
3.43K
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.7K- 96.83% |
$970K - $1.03M
|
349
$32.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.22K+ 9.1% |
$111K - $118K
|
14.7K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-557- 1.33% |
$50.6K - $53.8K
|
41.3K
$3.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.54K - $1.64K
|
17
$1.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
690+ 2.11% |
$62.7K - $66.7K
|
33.4K
$3.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.21K+ 12.69% |
$110K - $117K
|
10.8K
$997K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
461+ 0.63% |
$41.9K - $44.6K
|
73.7K
$6.82M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 27.08% |
$141K - $150K
|
4.18K
$386K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93.3K+ 6.71% |
$8.48M - $9.02M
|
1.48M
$137M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
896+ 15.35% |
$81.4K - $86.6K
|
6.74K
$623K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
40.7K+ 10.95% |
$3.7M - $3.94M
|
413K
$38.2M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
813+ 26.5% |
$73.9K - $78.6K
|
3.88K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.2K- 4.51% |
$1.75M - $1.86M
|
407K
$37.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.26K- 8.08% |
$296K - $315K
|
37K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-4.41K- 1.29% |
$401K - $426K
|
336K
$31.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.64K+ 27.95% |
$149K - $159K
|
7.52K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.8K- 2.83% |
$1.43M - $1.53M
|
542K
$50.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-373- 6.3% |
$33.9K - $36.1K
|
5.54K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.1K- 7.54% |
$99.9K - $106K
|
13.5K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-373- 6.3% |
$33.9K - $36.1K
|
5.54K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
7.76K+ 1.17% |
$705K - $750K
|
669K
$61.9M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
957+ 23.24% |
$86.9K - $92.5K
|
5.08K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
155+ 1.91% |
$14.1K - $15K
|
8.29K
$767K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
386+ 9.79% |
$35.1K - $37.3K
|
4.33K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
787+ 3.43% |
$71.5K - $76.1K
|
23.8K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-170K- 94.69% |
$15.5M - $16.5M
|
9.54K
$883K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.9K+ 35.64% |
$2.72M - $2.89M
|
114K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-545- 0.71% |
$49.5K - $52.7K
|
76.1K
$7.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.55K+ 3.9% |
$140K - $149K
|
41.2K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
44+ 1.0% |
$4K - $4.25K
|
4.47K
$413K
|