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 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-389K- 41.48% |
$33.4M - $36.8M
|
549K
$52.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
85New |
$7.29K - $8.04K
|
85
$8.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
132KNew |
$11.3M - $12.4M
|
132K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-139- 5.45% |
$11.9K - $13.1K
|
2.41K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
16New |
$1.37K - $1.51K
|
16
$1.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$34.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.06M - $1.16M
|
12.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.14KNew |
$183K - $202K
|
2.14K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
57.5KNew |
$4.94M - $5.44M
|
57.5K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
22.4KNew |
$1.92M - $2.12M
|
22.4K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$12.9K - $14.2K
|
150
$14.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
124KNew |
$10.6M - $11.7M
|
124K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.33KNew |
$200K - $220K
|
2.33K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$3.84M - $4.23M
|
44.8K
$4.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.52K+ 1.08% |
$131K - $144K
|
143K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.75KNew |
$321K - $354K
|
3.75K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.26KNew |
$194K - $214K
|
2.26K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
2.78KNew |
$238K - $262K
|
2.78K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$5.49K - $6.05K
|
64
$6.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
91New |
$7.81K - $8.6K
|
91
$8.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.53KNew |
$132K - $145K
|
1.53K
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
859+ 14.54% |
$73.7K - $81.2K
|
6.77K
$649K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.58KNew |
$393K - $433K
|
4.58K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 9.68% |
$21.4K - $23.5K
|
2.32K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.65K+ 4.05% |
$142K - $156K
|
42.5K
$4.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
76+ 3.35% |
$6.52K - $7.19K
|
2.35K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
98+ 2.54% |
$8.41K - $9.27K
|
3.95K
$379K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$429 - $473
|
5
$479
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.98K+ 2.2% |
$255K - $281K
|
139K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
63.4K+ 5206.9% |
$5.44M - $5.99M
|
64.6K
$6.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29New |
$2.49K - $2.74K
|
29
$2.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
10New |
$858 - $946
|
10
$959
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$1.2K - $1.32K
|
14
$1.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.23K- 34.19% |
$106K - $116K
|
2.37K
$227K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-16.1K- 34.25% |
$1.38M - $1.52M
|
30.8K
$2.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11.2KNew |
$962K - $1.06M
|
11.2K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-425- 14.16% |
$36.5K - $40.2K
|
2.58K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.9KNew |
$1.45M - $1.6M
|
16.9K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
25.7KNew |
$2.2M - $2.43M
|
25.7K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
198New |
$17K - $18.7K
|
198
$19K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
117+ 3.6% |
$10K - $11.1K
|
3.37K
$323K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 5.3% |
$12.5K - $13.8K
|
2.9K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
537+ 3.66% |
$46.1K - $50.8K
|
15.2K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$4.21K - $4.63K
|
49
$4.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-39- 9.63% |
$3.35K - $3.69K
|
366
$35.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
297New |
$25.5K - $28.1K
|
297
$28.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-602- 86.74% |
$51.7K - $56.9K
|
92
$8.82K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$515 - $567
|
6
$575
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
463+ 7.92% |
$39.7K - $43.8K
|
6.31K
$605K
|