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 |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.92KClosed |
$529K - $548K
|
0
$0
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-290- 90.06% |
$25.9K - $26.9K
|
32
$3K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.9KNew |
$617K - $639K
|
6.9K
$647K
|
|
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
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
95KNew |
$8.49M - $8.8M
|
95K
$8.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
790KNew |
$70.6M - $73.2M
|
790K
$74M
|
|
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
|
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
$642K
|
|
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
$5.81K
|
|
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
$656
|
|
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
|
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
$212M
|
|
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
|
Princeton Global Asset Management LLC
|
BUY
|
- |
838New |
$74.9K - $77.6K
|
838
$78.5K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.47M+ 6383.27% |
$489M - $507M
|
5.56M
$520M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15.5K- 16.1% |
$1.38M - $1.43M
|
80.7K
$7.55M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-208- 25.09% |
$18.6K - $19.3K
|
621
$58.2K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.6K+ 48.62% |
$232K - $241K
|
7.94K
$744K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
113New |
$10.1K - $10.5K
|
113
$10.6K
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-8.26K- 5.38% |
$739K - $765K
|
145K
$13.6M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.97K- 39.87% |
$176K - $182K
|
2.97K
$278K
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.26KNew |
$202K - $209K
|
2.26K
$212K
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.46K+ 12.73% |
$131K - $135K
|
12.9K
$1.21M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
144+ 16.23% |
$12.9K - $13.3K
|
1.03K
$96.6K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.34K- 95.9% |
$746K - $773K
|
357
$33.4K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103New |
$9.21K - $9.54K
|
103
$9.65K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.2KNew |
$554K - $574K
|
6.2K
$581K
|
|
Aug 06, 2024
Q2 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
5K+ 32.26% |
$447K - $463K
|
20.5K
$1.92M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3- 0.01% |
$268 - $278
|
24.9K
$2.34M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
343New |
$30.7K - $31.8K
|
343
$32.1K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
570New |
$51K - $52.8K
|
570
$53.4K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.18K- 53.98% |
$285K - $295K
|
2.71K
$254K
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.33KNew |
$208K - $216K
|
2.33K
$218K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
60.2KNew |
$5.38M - $5.57M
|
60.2K
$5.64M
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
90KNew |
$8.05M - $8.34M
|
90K
$8.43M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.7KNew |
$1.14M - $1.18M
|
12.7K
$1.19M
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
866New |
$77.4K - $80.2K
|
866
$81.1K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-15Closed |
$1.34K - $1.39K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
53+ 0.15% |
$4.74K - $4.91K
|
36.3K
$3.4M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-24- 1.95% |
$2.15K - $2.22K
|
1.21K
$113K
|