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 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
553New |
$50.4K - $52K
|
553
$51.2K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-134K- 41.51% |
$12.2M - $12.6M
|
189K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-14.7K- 37.09% |
$1.34M - $1.38M
|
25K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
43New |
$3.92K - $4.04K
|
43
$3.98K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.4K- 74.86% |
$1.04M - $1.07M
|
3.82K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-28.2K- 50.13% |
$2.57M - $2.65M
|
28K
$2.59M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-841- 15.68% |
$76.7K - $79K
|
4.52K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
200KNew |
$18.2M - $18.8M
|
200K
$18.5M
|
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
3.8KNew |
$347K - $357K
|
3.8K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
650New |
$59.3K - $61.1K
|
650
$60.1K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-323- 9.81% |
$29.5K - $30.4K
|
2.97K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-92.1K- 1.69% |
$8.4M - $8.65M
|
5.37M
$497M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 322.88% |
$983K - $1.01M
|
14.1K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
18.2KNew |
$1.66M - $1.71M
|
18.2K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
82New |
$7.48K - $7.71K
|
82
$7.59K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-412- 9.01% |
$37.6K - $38.7K
|
4.16K
$385K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.27K- 39.8% |
$207K - $213K
|
3.43K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-243- 52.15% |
$22.2K - $22.8K
|
223
$20.6K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
7.88KNew |
$719K - $741K
|
7.88K
$729K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.28KNew |
$208K - $214K
|
2.28K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
792New |
$72.2K - $74.4K
|
792
$73.3K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$376K - $387K
|
4.12K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.5K+ 71.55% |
$2.41M - $2.49M
|
63.5K
$5.87M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
50KNew |
$4.56M - $4.7M
|
50K
$4.63M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.04K+ 17.2% |
$94.6K - $97.5K
|
7.07K
$654K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
12KNew |
$1.09M - $1.13M
|
12K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 4.87% |
$587K - $605K
|
139K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14- 50.0% |
$1.28K - $1.32K
|
14
$1.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-95- 1.79% |
$8.66K - $8.93K
|
5.21K
$482K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
89New |
$8.12K - $8.36K
|
89
$8.24K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
61New |
$5.56K - $5.73K
|
61
$5.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
143+ 2.54% |
$13K - $13.4K
|
5.77K
$534K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
179New |
$16.3K - $16.8K
|
179
$16.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$456K - $470K
|
5K
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
164+ 656.0% |
$15K - $15.4K
|
189
$17.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
179+ 64.62% |
$16.3K - $16.8K
|
456
$42.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-12- 17.91% |
$1.09K - $1.13K
|
55
$5.09K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 2.33% |
$5.75K - $5.92K
|
2.64K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.34KNew |
$487K - $502K
|
5.34K
$494K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 13.33% |
$18.2K - $18.8K
|
1.3K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-580- 45.07% |
$52.9K - $54.5K
|
707
$65.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
14New |
$1.28K - $1.32K
|
14
$1.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
22.9KNew |
$2.08M - $2.15M
|
22.9K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.65K- 61.54% |
$424K - $437K
|
2.91K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.46K+ 39.27% |
$224K - $231K
|
8.73K
$807K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34New |
$3.1K - $3.2K
|
34
$3.15K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.7K- 99.45% |
$429K - $442K
|
26
$2.41K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-54- 4.78% |
$4.92K - $5.07K
|
1.08K
$99.6K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.57K- 15.21% |
$234K - $241K
|
14.3K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
282New |
$25.7K - $26.5K
|
282
$26.1K
|