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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
974New |
$89.3K - $93.9K
|
974
$91.2K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
101New |
$9.26K - $9.74K
|
101
$9.45K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
522New |
$47.9K - $50.3K
|
522
$48.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.88MNew |
$173M - $182M
|
1.88M
$176M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-203- 6.02% |
$18.6K - $19.6K
|
3.17K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.65K - $1.74K
|
18
$1.68K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
255New |
$23.4K - $24.6K
|
255
$23.9K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-110- 50.0% |
$10.1K - $10.6K
|
110
$10.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$91.7 - $96.5
|
1
$93.6
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
775+ 2.98% |
$71.1K - $74.7K
|
26.8K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-167K- 97.17% |
$15.3M - $16.1M
|
4.87K
$456K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-30- 9.4% |
$2.75K - $2.89K
|
289
$27.1K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-127- 4.19% |
$11.6K - $12.2K
|
2.9K
$272K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.64K- 10.05% |
$150K - $158K
|
14.7K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5New |
$459 - $482
|
5
$468
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 40.89% |
$170K - $179K
|
6.39K
$598K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.98KNew |
$274K - $288K
|
2.98K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20.5K- 21.08% |
$1.88M - $1.98M
|
76.9K
$7.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$642 - $675
|
7
$655
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
37+ 4.7% |
$3.39K - $3.57K
|
824
$77.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
395New |
$36.2K - $38.1K
|
395
$37K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
428+ 15.15% |
$39.2K - $41.3K
|
3.25K
$304K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
117New |
$10.7K - $11.3K
|
117
$11K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-111- 1.07% |
$10.2K - $10.7K
|
10.3K
$962K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-58- 1.51% |
$5.32K - $5.59K
|
3.78K
$354K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$3.67K - $3.86K
|
40
$3.74K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.32K- 32.07% |
$121K - $127K
|
2.79K
$261K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.1KNew |
$101K - $106K
|
1.1K
$103K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37K+ 145.27% |
$3.39M - $3.57M
|
62.5K
$5.85M
|
|
| Q4 2022 | |||||||
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.32KClosed |
$383K - $413K
|
0
$0
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.34KNew |
$208K - $224K
|
2.34K
$219K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
122New |
$10.8K - $11.6K
|
122
$11.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.8KNew |
$1.76M - $1.89M
|
19.8K
$1.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
96New |
$8.51K - $9.16K
|
96
$8.99K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.82KNew |
$339K - $365K
|
3.82K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
566+ 8.08% |
$50.2K - $54K
|
7.57K
$709K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-20.6K- 78.85% |
$1.83M - $1.97M
|
5.53K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.12KClosed |
$188K - $202K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
22.5KNew |
$1.99M - $2.14M
|
22.5K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
23New |
$2.04K - $2.2K
|
23
$2.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
756New |
$67K - $72.2K
|
756
$70.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71.9KNew |
$6.38M - $6.86M
|
71.9K
$6.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
15.6KNew |
$1.38M - $1.49M
|
15.6K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.9KNew |
$3.89M - $4.19M
|
43.9K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.3K - $14.3K
|
150
$14K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.12K+ 20.22% |
$188K - $202K
|
12.6K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
113New |
$10K - $10.8K
|
113
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.21KNew |
$373K - $402K
|
4.21K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
135+ 80.84% |
$12K - $12.9K
|
302
$28.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.34KNew |
$473K - $509K
|
5.34K
$500K
|
|