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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.18KNew |
$205K - $221K
|
2.18K
$204K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-861- 85.08% |
$81.3K - $87.4K
|
151
$14.1K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-855- 27.01% |
$80.7K - $86.7K
|
2.31K
$216K
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-2.3KClosed |
$217K - $233K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.32K+ 3.61% |
$219K - $236K
|
66.7K
$6.24M
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.37KClosed |
$413K - $444K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10New |
$944 - $1.01K
|
10
$936
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
134New |
$12.6K - $13.6K
|
134
$12.5K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.71KNew |
$256K - $275K
|
2.71K
$254K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24New |
$2.27K - $2.44K
|
24
$2.25K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.08K- 45.25% |
$196K - $211K
|
2.51K
$235K
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.85K- 6.36% |
$175K - $188K
|
27.3K
$2.56M
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-22.6K- 27.21% |
$2.14M - $2.3M
|
60.6K
$5.67M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-90KClosed |
$8.49M - $9.13M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
698+ 12.46% |
$65.9K - $70.8K
|
6.3K
$590K
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-559Closed |
$52.8K - $56.7K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.2KClosed |
$208K - $223K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
851New |
$80.3K - $86.3K
|
851
$79.7K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.04KClosed |
$192K - $207K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-55- 52.38% |
$5.19K - $5.58K
|
50
$4.68K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-5.18K- 3.16% |
$489K - $526K
|
159K
$14.9M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
548New |
$51.7K - $55.6K
|
548
$51.3K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-327Closed |
$30.9K - $33.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.41KClosed |
$227K - $244K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-26.9KClosed |
$2.54M - $2.73M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-478- 54.57% |
$45.1K - $48.5K
|
398
$37.3K
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-76Closed |
$7.17K - $7.71K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
194New |
$18.3K - $19.7K
|
194
$18.2K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
62New |
$5.85K - $6.29K
|
62
$5.8K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
233New |
$22K - $23.6K
|
233
$21.8K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-659Closed |
$62.2K - $66.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-70.6KClosed |
$6.66M - $7.16M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-28Closed |
$2.64K - $2.84K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
4.06KNew |
$383K - $412K
|
4.06K
$380K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.7K - $1.83K
|
18
$1.68K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-420Closed |
$39.6K - $42.6K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-189Closed |
$17.8K - $19.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-2.67KClosed |
$252K - $271K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
225KNew |
$21.2M - $22.8M
|
225K
$21M
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-179Closed |
$16.9K - $18.2K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
190+ 0.85% |
$17.9K - $19.3K
|
22.4K
$2.1M
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.02KClosed |
$190K - $205K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.97KClosed |
$299K - $318K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16Closed |
$1.61K - $1.71K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
645KNew |
$65M - $69.1M
|
645K
$60.4M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.17KClosed |
$218K - $232K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.56M- 97.65% |
$157M - $167M
|
37.4K
$3.5M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-172- 48.18% |
$17.3K - $18.4K
|
185
$17.3K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
140New |
$14.1K - $15K
|
140
$13.1K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-87- 25.36% |
$8.77K - $9.31K
|
256
$24K
|