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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.78K+ 10.5% |
$433K - $481K
|
50.4K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.08K- 1.82% |
$97.8K - $109K
|
58.5K
$5.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
399+ 87.12% |
$36.1K - $40.1K
|
857
$79.3K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
357New |
$32.3K - $35.9K
|
357
$33K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
73.6KNew |
$6.67M - $7.4M
|
73.6K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
200KNew |
$18.1M - $20.1M
|
200K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.34K- 20.65% |
$121K - $135K
|
5.15K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.6KNew |
$236K - $262K
|
2.6K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
CALL |
1MNew |
$90.5M - $101M
|
1M
$92.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.03K+ 8.25% |
$184K - $204K
|
26.6K
$2.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-115- 2.82% |
$10.4K - $11.6K
|
3.96K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.68KNew |
$243K - $270K
|
2.68K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-621- 8.12% |
$56.2K - $62.4K
|
7.03K
$650K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$90.5 - $101
|
30
$2.78K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-104- 4.06% |
$9.41K - $10.5K
|
2.46K
$227K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-146- 1.59% |
$13.2K - $14.7K
|
9.06K
$839K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
145New |
$13.1K - $14.6K
|
145
$13.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1K+ 50.0% |
$90.5K - $101K
|
3K
$278K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$543 - $603
|
6
$555
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-7.22K- 12.2% |
$654K - $726K
|
52K
$4.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$435K - $484K
|
4.81K
$445K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
30New |
$2.72K - $3.02K
|
30
$2.78K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.83KNew |
$618K - $687K
|
6.83K
$632K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
3.38KNew |
$306K - $340K
|
3.38K
$313K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.9K- 12.26% |
$172K - $191K
|
13.6K
$1.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$90.5 - $101
|
1
$92.5
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$815 - $905
|
9
$833
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-129- 26.76% |
$11.7K - $13K
|
353
$32.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.15KNew |
$375K - $417K
|
4.15K
$384K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
38+ 0.57% |
$3.44K - $3.82K
|
6.69K
$619K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.3KNew |
$480K - $533K
|
5.3K
$490K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
46New |
$4.16K - $4.62K
|
46
$4.26K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
48+ 154.84% |
$4.34K - $4.83K
|
79
$7.31K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-21.9K- 32.61% |
$1.98M - $2.2M
|
45.2K
$4.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 0.8% |
$125K - $139K
|
174K
$16.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.17% |
$6.52K - $7.24K
|
2.2K
$203K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-894- 19.78% |
$80.9K - $89.9K
|
3.63K
$336K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-12K- 38.36% |
$1.08M - $1.2M
|
19.3K
$1.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.04K- 96.64% |
$93.8K - $104K
|
36
$3.33K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
280New |
$25.3K - $28.1K
|
280
$25.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
201+ 1.11% |
$18.2K - $20.2K
|
18.3K
$1.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-972- 2.88% |
$88K - $97.7K
|
32.8K
$3.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.08K- 50.72% |
$550K - $611K
|
5.91K
$547K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-313- 8.95% |
$29.5K - $31.8K
|
3.18K
$295K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-259Closed |
$24.4K - $26.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-8.05KClosed |
$760K - $816K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.43K- 51.46% |
$230K - $247K
|
2.3K
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46Closed |
$4.34K - $4.67K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450Closed |
$42.5K - $45.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-547K- 99.29% |
$51.6M - $55.5M
|
3.9K
$361K
|
|