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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-910- 10.95% |
$80.5K - $85.4K
|
7.4K
$693K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
117+ 1.98% |
$10.4K - $11K
|
6.04K
$565K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-485- 21.7% |
$42.9K - $45.5K
|
1.75K
$164K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.02K+ 0.28% |
$89.8K - $95.2K
|
368K
$34.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.27% |
$88.5 - $93.8
|
80
$7.49K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
113KNew |
$9.96M - $10.6M
|
113K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-34.4K- 20.09% |
$3.04M - $3.22M
|
137K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.35KNew |
$208K - $220K
|
2.35K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-509- 5.87% |
$45.1K - $47.7K
|
8.16K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.18K- 1.56% |
$104K - $111K
|
74.3K
$6.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-79- 0.15% |
$6.99K - $7.41K
|
54.2K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 20.0% |
$4.43K - $4.69K
|
200
$18.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-300K- 37.5% |
$26.6M - $28.1M
|
500K
$46.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
54K+ 158.82% |
$4.78M - $5.07M
|
88K
$8.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
1.75MNew |
$155M - $164M
|
1.75M
$164M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-66- 94.29% |
$5.84K - $6.19K
|
4
$374
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
5.89K+ 6.77% |
$521K - $552K
|
92.9K
$8.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.4KNew |
$1.45M - $1.54M
|
16.4K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.85K- 13.93% |
$164K - $174K
|
11.4K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
500New |
$44.3K - $46.9K
|
500
$46.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.77K+ 44.22% |
$599K - $635K
|
22.1K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-98.9KClosed |
$8.75M - $9.28M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.1K- 39.09% |
$1.43M - $1.51M
|
25.2K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.27KNew |
$201K - $213K
|
2.27K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 22.22% |
$88.5K - $93.8K
|
3.5K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 0.54% |
$8.85K - $9.38K
|
18.6K
$1.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$1.12M - $1.19M
|
12.7K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-190- 2.13% |
$16.8K - $17.8K
|
8.73K
$817K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-348- 3.56% |
$30.8K - $32.6K
|
9.42K
$882K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
147+ 2.16% |
$13K - $13.8K
|
6.96K
$652K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
232+ 2.72% |
$20.5K - $21.8K
|
8.77K
$821K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$1.42K - $1.5K
|
16
$1.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.08% |
$177 - $188
|
2.46K
$230K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.66K - $2.81K
|
30
$2.81K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
214New |
$18.9K - $20.1K
|
214
$20K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
80.7KNew |
$7.14M - $7.57M
|
80.7K
$7.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
261KNew |
$23.1M - $24.5M
|
261K
$24.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.2K+ 2.15% |
$106K - $113K
|
56.9K
$5.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.3K- 92.85% |
$115K - $122K
|
100
$9.36K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
765+ 11.17% |
$67.7K - $71.8K
|
7.62K
$713K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-15.9K- 32.89% |
$1.41M - $1.49M
|
32.4K
$3.04M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.9% |
$13.3K - $14.1K
|
16.6K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-323- 0.45% |
$28.6K - $30.3K
|
71.2K
$6.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-39.5K- 26.57% |
$3.5M - $3.7M
|
109K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 6.17% |
$13.3K - $14.1K
|
2.28K
$214K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
290New |
$25.7K - $27.2K
|
290
$27.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3.08K- 41.28% |
$272K - $289K
|
4.38K
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
7.2KNew |
$638K - $676K
|
7.2K
$674K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.43KNew |
$303K - $321K
|
3.43K
$321K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-126- 0.39% |
$11.2K - $11.8K
|
32K
$3M
|