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 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$3.55K - $3.82K
|
40
$3.74K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-975- 27.62% |
$86.5K - $93.1K
|
2.56K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.9KNew |
$1.14M - $1.23M
|
12.9K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
26.2KNew |
$2.33M - $2.5M
|
26.2K
$2.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
92.2KNew |
$8.17M - $8.8M
|
92.2K
$8.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.1K+ 568.84% |
$1.25M - $1.35M
|
16.6K
$1.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-350- 48.28% |
$31K - $33.4K
|
375
$35.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 31.27% |
$97.4K - $105K
|
2.42K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.27KNew |
$290K - $312K
|
3.27K
$306K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
587New |
$52K - $56K
|
587
$54.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
103K+ 717.02% |
$9.12M - $9.82M
|
117K
$11M
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.57KNew |
$227K - $245K
|
2.57K
$240K
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
1.65K+ 22.3% |
$146K - $157K
|
9.05K
$847K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.77KNew |
$423K - $455K
|
4.77K
$446K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-26.8K- 82.25% |
$2.38M - $2.56M
|
5.78K
$541K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.03K+ 66.75% |
$91.7K - $98.7K
|
2.58K
$242K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-98.5K- 92.81% |
$8.73M - $9.4M
|
7.63K
$714K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-178- 6.8% |
$15.8K - $17K
|
2.44K
$228K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
143+ 23.87% |
$12.7K - $13.6K
|
742
$69.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$249K - $268K
|
2.81K
$263K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
9.73KNew |
$862K - $928K
|
9.73K
$910K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.58% |
$5.14K - $5.54K
|
3.62K
$338K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-576- 1.83% |
$51.1K - $55K
|
30.9K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.75K- 18.97% |
$332K - $358K
|
16K
$1.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
276+ 5.85% |
$24.5K - $26.3K
|
4.99K
$467K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.79K- 48.39% |
$691K - $743K
|
8.31K
$778K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-26- 8.97% |
$2.31K - $2.48K
|
264
$24.7K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.89KNew |
$256K - $276K
|
2.89K
$271K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.1% |
$443 - $477
|
5.15K
$482K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.33KNew |
$295K - $318K
|
3.33K
$312K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
787New |
$69.8K - $75.1K
|
787
$73.7K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.56K- 48.63% |
$671K - $722K
|
7.99K
$748K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
204New |
$18.1K - $19.5K
|
204
$19.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
15.7KNew |
$1.39M - $1.5M
|
15.7K
$1.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
32.6KNew |
$2.89M - $3.11M
|
32.6K
$3.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.68K- 43.49% |
$149K - $161K
|
2.19K
$205K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-7.02K- 13.5% |
$623K - $670K
|
45K
$4.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
66New |
$5.85K - $6.3K
|
66
$6.18K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
38New |
$3.37K - $3.63K
|
38
$3.56K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.36K- 95.86% |
$298K - $320K
|
145
$13.6K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 44.58% |
$693K - $769K
|
9.52K
$891K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
27+ 0.54% |
$2.44K - $2.71K
|
5.05K
$473K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.37KClosed |
$215K - $238K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-282- 3.66% |
$25.5K - $28.3K
|
7.43K
$695K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.69KNew |
$244K - $271K
|
2.69K
$252K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-71- 2.75% |
$6.43K - $7.14K
|
2.51K
$235K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$45.3K - $50.3K
|
500
$46.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.58KNew |
$233K - $259K
|
2.58K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
250KNew |
$22.6M - $25.1M
|
250K
$23.4M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
164KNew |
$14.8M - $16.5M
|
164K
$15.4M
|
|