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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
63New |
$5.58K - $5.91K
|
63
$5.83K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38KNew |
$388K - $411K
|
4.38K
$406K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3- 0.13% |
$266 - $281
|
2.39K
$221K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
182New |
$16.1K - $17.1K
|
182
$16.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$885 - $938
|
10
$925
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
162+ 5.47% |
$14.3K - $15.2K
|
3.12K
$289K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13New |
$1.15K - $1.22K
|
13
$1.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
121+ 1.99% |
$10.7K - $11.4K
|
6.2K
$573K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$4.69K - $4.97K
|
53
$4.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
165New |
$14.6K - $15.5K
|
165
$15.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
83.7KNew |
$7.41M - $7.86M
|
83.7K
$7.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
185New |
$16.4K - $17.4K
|
185
$17.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
6.1K+ 5.61% |
$540K - $573K
|
115K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 110.2% |
$4.78K - $5.07K
|
103
$9.53K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
51New |
$4.51K - $4.78K
|
51
$4.72K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.14KNew |
$278K - $295K
|
3.14K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
682+ 15.99% |
$60.4K - $64K
|
4.95K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.84% |
$88.5 - $93.8
|
120
$11.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.37KNew |
$210K - $223K
|
2.37K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.16KNew |
$545K - $578K
|
6.16K
$570K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-32.4K- 86.21% |
$2.86M - $3.04M
|
5.18K
$479K
|
|
| Q2 2023 | |||||||
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.16KClosed |
$200K - $207K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-51.2K- 24.59% |
$4.74M - $4.9M
|
157K
$14.5M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-98Closed |
$9.07K - $9.38K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.6KNew |
$1.07M - $1.11M
|
11.6K
$1.07M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 7.22% |
$1.85K - $1.91K
|
257
$23.8K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
736+ 4.11% |
$68.1K - $70.5K
|
18.6K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23.1K+ 162.73% |
$2.14M - $2.21M
|
37.3K
$3.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
65.3KNew |
$6.04M - $6.25M
|
65.3K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-3.03K- 2.69% |
$281K - $290K
|
110K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
21+ 0.83% |
$1.94K - $2.01K
|
2.55K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.3KNew |
$213K - $220K
|
2.3K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.34KNew |
$309K - $319K
|
3.34K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-478- 16.81% |
$44.2K - $45.8K
|
2.37K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
13K+ 1037.95% |
$1.21M - $1.25M
|
14.3K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$370 - $383
|
4
$370
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$2.16M - $2.24M
|
23.4K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
904New |
$83.7K - $86.5K
|
904
$83.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.78KNew |
$812K - $840K
|
8.78K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 14.71% |
$5K - $5.17K
|
313
$29K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.45KNew |
$227K - $235K
|
2.45K
$227K
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64.1KNew |
$5.93M - $6.14M
|
64.1K
$5.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-976- 76.43% |
$90.3K - $93.4K
|
301
$27.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-176- 4.96% |
$16.3K - $16.9K
|
3.37K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
182K+ 9.95% |
$16.8M - $17.4M
|
2.01M
$186M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
270New |
$25K - $25.8K
|
270
$25K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
544New |
$50.3K - $52.1K
|
544
$50.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
99New |
$9.16K - $9.48K
|
99
$9.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103New |
$9.53K - $9.86K
|
103
$9.53K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.63KNew |
$243K - $251K
|
2.63K
$243K
|
|