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 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$5.49K - $6.05K
|
64
$5.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
91New |
$7.81K - $8.6K
|
91
$8.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
268+ 9.18% |
$23K - $25.3K
|
3.19K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.53KNew |
$132K - $145K
|
1.53K
$143K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
859+ 14.54% |
$73.7K - $81.2K
|
6.77K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-400- 14.52% |
$34.3K - $37.8K
|
2.35K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.58KNew |
$393K - $433K
|
4.58K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
771New |
$66.2K - $72.9K
|
771
$72.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
157KNew |
$13.5M - $14.9M
|
157K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 9.68% |
$21.4K - $23.5K
|
2.32K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.65K+ 4.05% |
$142K - $156K
|
42.5K
$3.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
76+ 3.35% |
$6.52K - $7.19K
|
2.35K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
98+ 2.54% |
$8.41K - $9.27K
|
3.95K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$429 - $473
|
5
$468
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.98K+ 2.2% |
$255K - $281K
|
139K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
63.4K+ 5206.9% |
$5.44M - $5.99M
|
64.6K
$6.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
104New |
$8.93K - $9.83K
|
104
$9.73K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29New |
$2.49K - $2.74K
|
29
$2.71K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
10New |
$858 - $946
|
10
$936
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$1.2K - $1.32K
|
14
$1.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.23K- 34.19% |
$106K - $116K
|
2.37K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-16.1K- 34.25% |
$1.38M - $1.52M
|
30.8K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11.2KNew |
$962K - $1.06M
|
11.2K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-425- 14.16% |
$36.5K - $40.2K
|
2.58K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-216- 90.38% |
$18.5K - $20.4K
|
23
$2.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.9KNew |
$1.45M - $1.6M
|
16.9K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
25.7KNew |
$2.2M - $2.43M
|
25.7K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
198New |
$17K - $18.7K
|
198
$18.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
117+ 3.6% |
$10K - $11.1K
|
3.37K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 5.3% |
$12.5K - $13.8K
|
2.9K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
537+ 3.66% |
$46.1K - $50.8K
|
15.2K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$4.21K - $4.63K
|
49
$4.59K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-39- 9.63% |
$3.35K - $3.69K
|
366
$34.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
297New |
$25.5K - $28.1K
|
297
$27.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-602- 86.74% |
$51.7K - $56.9K
|
92
$8.61K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$515 - $567
|
6
$562
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
463+ 7.92% |
$39.7K - $43.8K
|
6.31K
$591K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.2K- 2.93% |
$188K - $208K
|
72.8K
$6.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$33.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 98.2% |
$155K - $170K
|
33
$3.09K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75New |
$6.44K - $7.09K
|
75
$7.02K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
870New |
$74.7K - $82.3K
|
870
$81.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
62New |
$5.32K - $5.86K
|
62
$5.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 584.62% |
$19.6K - $21.6K
|
267
$25K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15.6K- 4.79% |
$1.34M - $1.47M
|
310K
$29M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7New |
$601 - $662
|
7
$655
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.36K+ 31128.57% |
$374K - $412K
|
4.37K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.08K+ 6.59% |
$178K - $196K
|
33.6K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 1.45% |
$114K - $126K
|
93K
$8.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.65KNew |
$228K - $251K
|
2.65K
$248K
|