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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.7K- 99.45% |
$429K - $442K
|
26
$2.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-54- 4.78% |
$4.92K - $5.07K
|
1.08K
$101K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.57K- 15.21% |
$234K - $241K
|
14.3K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
282New |
$25.7K - $26.5K
|
282
$26.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.92K- 45.68% |
$358K - $368K
|
4.66K
$437K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
43.6K+ 13.95% |
$3.98M - $4.1M
|
356K
$33.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
102New |
$9.3K - $9.59K
|
102
$9.55K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.29KNew |
$300K - $309K
|
3.29K
$308K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.16K- 27.99% |
$106K - $109K
|
2.99K
$280K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
351New |
$32K - $33K
|
351
$32.9K
|
|
| Q4 2023 | |||||||
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$772 - $851
|
9
$843
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98New |
$8.41K - $9.27K
|
98
$9.18K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$515 - $567
|
7
$656
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-39.5KClosed |
$3.39M - $3.74M
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-114- 4.76% |
$9.78K - $10.8K
|
2.28K
$214K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
453New |
$38.9K - $42.8K
|
453
$42.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.57KNew |
$478K - $526K
|
5.57K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.75KNew |
$321K - $354K
|
3.75K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 15.48% |
$335K - $369K
|
21.3K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 15.48% |
$335K - $369K
|
21.3K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
189New |
$16.2K - $17.9K
|
189
$17.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22+ 0.46% |
$1.89K - $2.08K
|
4.81K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-389K- 41.48% |
$33.4M - $36.8M
|
549K
$51.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
85New |
$7.29K - $8.04K
|
85
$7.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
132KNew |
$11.3M - $12.4M
|
132K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-139- 5.45% |
$11.9K - $13.1K
|
2.41K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
98New |
$8.41K - $9.27K
|
98
$9.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
16New |
$1.37K - $1.51K
|
16
$1.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.06M - $1.16M
|
12.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.14KNew |
$183K - $202K
|
2.14K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$412K - $454K
|
4.8K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
13KNew |
$1.12M - $1.23M
|
13K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$1.63M - $1.8M
|
19K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
57.5KNew |
$4.94M - $5.44M
|
57.5K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
22.4KNew |
$1.92M - $2.12M
|
22.4K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$12.9K - $14.2K
|
150
$14.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
124KNew |
$10.6M - $11.7M
|
124K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.33KNew |
$200K - $220K
|
2.33K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$3.84M - $4.23M
|
44.8K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.52K+ 1.08% |
$131K - $144K
|
143K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.75KNew |
$321K - $354K
|
3.75K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.26KNew |
$194K - $214K
|
2.26K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
2.78KNew |
$238K - $262K
|
2.78K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.34M
|
|
|
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 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.53KNew |
$132K - $145K
|
1.53K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
859+ 14.54% |
$73.7K - $81.2K
|
6.77K
$634K
|
|