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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.96K- 36.1% |
$178K - $189K
|
3.47K
$325K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
299+ 8.09% |
$27.2K - $28.9K
|
4K
$374K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
30.3K+ 5.7% |
$2.75M - $2.93M
|
562K
$52.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
55.3K+ 3.9% |
$5.02M - $5.34M
|
1.47M
$138M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-700- 84.95% |
$63.6K - $67.7K
|
124
$11.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.25K- 2.37% |
$295K - $314K
|
134K
$12.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333+ 254.2% |
$30.3K - $32.2K
|
464
$43.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
32New |
$2.91K - $3.09K
|
32
$3K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
308+ 2.05% |
$27.5K - $28.5K
|
15.3K
$1.43M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-4.91K- 47.44% |
$439K - $455K
|
5.44K
$510K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.5K+ 13.17% |
$134K - $139K
|
12.9K
$1.21M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
68.8K+ 448.45% |
$6.15M - $6.37M
|
84.1K
$7.87M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11- 20.0% |
$984 - $1.02K
|
44
$4.12K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
2.34K+ 2.41% |
$209K - $217K
|
99.6K
$9.32M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-290- 90.06% |
$25.9K - $26.9K
|
32
$3K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.01KNew |
$359K - $372K
|
4.01K
$376K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-467- 7.32% |
$41.8K - $43.3K
|
5.92K
$554K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.03K- 9.71% |
$807K - $836K
|
84K
$7.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.9KNew |
$617K - $639K
|
6.9K
$646K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34New |
$3.04K - $3.15K
|
34
$3.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.8K- 94.74% |
$161K - $167K
|
100
$9.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-62- 2.27% |
$5.54K - $5.74K
|
2.67K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-304- 8.78% |
$27.2K - $28.2K
|
3.16K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
700+ 26.4% |
$62.6K - $64.8K
|
3.35K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
95KNew |
$8.49M - $8.8M
|
95K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
790KNew |
$70.6M - $73.2M
|
790K
$73.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$17.9M - $18.5M
|
200K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-439- 0.46% |
$39.3K - $40.7K
|
95.4K
$8.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
275KNew |
$24.6M - $25.4M
|
275K
$25.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
319New |
$28.5K - $29.6K
|
319
$29.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.85KNew |
$613K - $635K
|
6.85K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$2.06M - $2.14M
|
23.1K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-56- 47.46% |
$5.01K - $5.19K
|
62
$5.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.54KNew |
$496K - $513K
|
5.54K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.36K- 33.64% |
$122K - $126K
|
2.69K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 63.16% |
$1.07K - $1.11K
|
7
$655
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.08K+ 11.34% |
$544K - $563K
|
59.7K
$5.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.13K+ 5.07% |
$101K - $105K
|
23.5K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300KNew |
$26.8M - $27.8M
|
300K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-525- 14.97% |
$46.9K - $48.6K
|
2.98K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.1K- 21.16% |
$98.4K - $102K
|
4.1K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
270New |
$24.1K - $25K
|
270
$25.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-156K- 6.48% |
$14M - $14.5M
|
2.26M
$211M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 31.79% |
$94.1K - $97.5K
|
2.26K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
74+ 0.4% |
$6.62K - $6.86K
|
18.4K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156+ 31.2% |
$13.9K - $14.5K
|
656
$61.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-837- 90.0% |
$74.8K - $77.5K
|
93
$8.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
838New |
$74.9K - $77.6K
|
838
$78.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
911+ 8.14% |
$81.5K - $84.4K
|
12.1K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.47M+ 6383.27% |
$489M - $507M
|
5.56M
$520M
|
|