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 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37KNew |
$760K - $809K
|
8.37K
$774K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-7.37K- 67.66% |
$669K - $712K
|
3.52K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14K- 9.11% |
$1.27M - $1.35M
|
139K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-48- 1.59% |
$4.36K - $4.64K
|
2.97K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
297K+ 85.11% |
$27M - $28.7M
|
646K
$59.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 3.05% |
$406K - $432K
|
151K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
107KNew |
$9.77M - $10.4M
|
107K
$9.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$4.54K - $4.83K
|
8.72K
$807K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.8K- 43.97% |
$1.62M - $1.72M
|
22.7K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
113+ 0.8% |
$10.3K - $10.9K
|
14.2K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-522- 1.03% |
$47.4K - $50.5K
|
50.1K
$4.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 13.42% |
$101K - $107K
|
9.36K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-417- 12.99% |
$37.9K - $40.3K
|
2.79K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 9.26% |
$1.82K - $1.93K
|
196
$18.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24- 0.83% |
$2.18K - $2.32K
|
2.86K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
203+ 1.2% |
$18.4K - $19.6K
|
17.1K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 38.8% |
$165K - $175K
|
6.49K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.24K+ 18.58% |
$204K - $217K
|
14.3K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.28K+ 5.6% |
$116K - $123K
|
24.1K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.12K- 10.54% |
$102K - $108K
|
9.49K
$878K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-190- 0.73% |
$17.3K - $18.4K
|
25.8K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
29.4K+ 45.73% |
$2.67M - $2.84M
|
93.6K
$8.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
38.9KNew |
$3.53M - $3.76M
|
38.9K
$3.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-170- 25.91% |
$15.4K - $16.4K
|
486
$45K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 11.33% |
$166K - $177K
|
17.9K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2K+ 3.91% |
$200K - $212K
|
58.3K
$5.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-791- 2.67% |
$71.9K - $76.5K
|
28.8K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.43K- 33.61% |
$221K - $235K
|
4.8K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
5.29K+ 7.17% |
$481K - $512K
|
79.1K
$7.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
173K+ 162.01% |
$15.7M - $16.7M
|
280K
$25.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.9K+ 54.65% |
$355K - $377K
|
11K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.99K+ 67.26% |
$272K - $289K
|
7.43K
$688K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-61.9K- 63.04% |
$5.62M - $5.98M
|
36.3K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-69.1K- 33.23% |
$6.28M - $6.68M
|
139K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.64K+ 2.02% |
$149K - $159K
|
82.7K
$7.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.2K- 16.13% |
$929K - $988K
|
53.2K
$4.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-793- 18.05% |
$72K - $76.7K
|
3.6K
$333K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11- 0.08% |
$999 - $1.06K
|
13.9K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.6K- 10.14% |
$1.78M - $1.9M
|
174K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
345+ 9.56% |
$31.3K - $33.3K
|
3.95K
$366K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.48KNew |
$225K - $240K
|
2.48K
$230K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.8K- 45.49% |
$1.71M - $1.82M
|
22.6K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
17.4KNew |
$1.58M - $1.68M
|
17.4K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-492- 1.07% |
$44.7K - $47.6K
|
45.7K
$4.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
141+ 0.9% |
$12.8K - $13.6K
|
15.7K
$1.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
844+ 62.99% |
$76.7K - $81.6K
|
2.18K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-65.4K- 89.19% |
$5.94M - $6.32M
|
7.93K
$734K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.95K+ 107.35% |
$632K - $672K
|
13.4K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-139- 1.79% |
$12.6K - $13.4K
|
7.63K
$706K
|