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 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 14.33% |
$1.63M - $1.74M
|
144K
$13.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-202- 78.6% |
$18.4K - $19.5K
|
55
$5.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.21K- 28.98% |
$200K - $213K
|
5.41K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.73K+ 24.65% |
$157K - $167K
|
8.73K
$808K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.8K+ 5.77% |
$527K - $561K
|
106K
$9.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
116+ 0.62% |
$10.5K - $11.2K
|
18.7K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-958- 74.09% |
$87K - $92.6K
|
335
$31K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.54K- 2.45% |
$231K - $246K
|
101K
$9.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.2K+ 5.73% |
$200K - $213K
|
40.6K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.54KNew |
$321K - $342K
|
3.54K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
131+ 0.64% |
$11.9K - $12.7K
|
20.7K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.13K- 25.6% |
$103K - $109K
|
3.28K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 17.44% |
$149K - $159K
|
11.1K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-944- 1.08% |
$85.8K - $91.2K
|
86.1K
$7.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$5.27K - $5.61K
|
58
$5.37K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
69+ 85.19% |
$6.27K - $6.67K
|
150
$13.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.2K+ 14.73% |
$200K - $213K
|
17.2K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 2.86% |
$126K - $135K
|
47.3K
$4.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-225- 3.04% |
$20.4K - $21.7K
|
7.17K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.06K+ 4.47% |
$550K - $586K
|
142K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 6.6% |
$137K - $146K
|
24.4K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
606+ 19.45% |
$55.1K - $58.6K
|
3.72K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-422- 3.45% |
$38.3K - $40.8K
|
11.8K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
717+ 10.02% |
$65.1K - $69.3K
|
7.88K
$729K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.88K+ 142.1% |
$444K - $472K
|
8.32K
$770K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.87% |
$1.14M - $1.21M
|
226K
$20.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.72K+ 4.25% |
$157K - $167K
|
42.3K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
166+ 0.86% |
$15.1K - $16K
|
19.5K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 1.15% |
$273 - $290
|
257
$23.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 8.22% |
$545 - $580
|
79
$7.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.31K- 4.48% |
$119K - $126K
|
27.9K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.28% |
$138K - $147K
|
68K
$6.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.1KNew |
$191K - $203K
|
2.1K
$195K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$1.18K - $1.26K
|
13
$1.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.12% |
$2.18K - $2.32K
|
20.3K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-728- 72.73% |
$66.1K - $70.4K
|
273
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-25- 55.56% |
$2.27K - $2.42K
|
20
$1.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$13.6K - $14.5K
|
150
$13.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33.2K+ 270.05% |
$3.01M - $3.21M
|
45.5K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-874- 16.51% |
$79.4K - $84.5K
|
4.42K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
30.9KNew |
$2.81M - $2.99M
|
30.9K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
185+ 3.77% |
$16.8K - $17.9K
|
5.09K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
215+ 9.41% |
$19.5K - $20.8K
|
2.5K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-387- 9.58% |
$35.2K - $37.4K
|
3.65K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.42K- 1.08% |
$129K - $137K
|
130K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
409+ 1.17% |
$37.2K - $39.5K
|
35.3K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.42K- 8.49% |
$129K - $137K
|
15.3K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$22.7K - $24.2K
|
250
$23.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.29K- 14.76% |
$571K - $608K
|
36.3K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
104K+ 157.0% |
$9.49M - $10.1M
|
171K
$15.8M
|