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 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-101Closed |
$10.2K - $10.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.22KClosed |
$425K - $452K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-11Closed |
$1.11K - $1.18K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-5.41KClosed |
$545K - $579K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-18.8KClosed |
$1.89M - $2.01M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-44.4KClosed |
$4.47M - $4.75M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-14.8KClosed |
$1.49M - $1.58M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.1KClosed |
$211K - $224K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.67KClosed |
$471K - $500K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-62Closed |
$6.25K - $6.64K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-907Closed |
$91.4K - $97.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-9- 0.18% |
$907 - $964
|
5.01K
$469K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
38.4KNew |
$3.87M - $4.11M
|
38.4K
$3.59M
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.98KClosed |
$200K - $212K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.8KClosed |
$584K - $620K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-211KClosed |
$21.2M - $22.6M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-74.1K- 91.58% |
$7.47M - $7.93M
|
6.82K
$638K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.07KClosed |
$209K - $222K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-91Closed |
$9.17K - $9.74K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.24KClosed |
$125K - $133K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-91Closed |
$9.17K - $9.74K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.99KClosed |
$201K - $213K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-164- 50.0% |
$16.5K - $17.6K
|
164
$15.4K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
SELL
|
- |
-1.03MClosed |
$104M - $111M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.93KClosed |
$396K - $421K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.95KClosed |
$196K - $208K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22Closed |
$2.22K - $2.36K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-25Closed |
$2.52K - $2.68K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-240Closed |
$24.2K - $25.7K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Torray LLC
|
SELL
|
- |
-2.39KClosed |
$241K - $256K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-60K- 13.4% |
$6.05M - $6.42M
|
388K
$36.3M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.9KNew |
$595K - $632K
|
5.9K
$552K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.95KClosed |
$196K - $209K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38Closed |
$3.83K - $4.07K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-191Closed |
$19.3K - $20.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-748Closed |
$75.4K - $80.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.9KClosed |
$393K - $417K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-1.82KClosed |
$184K - $195K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-30Closed |
$3.02K - $3.21K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-590- 19.22% |
$59.5K - $63.2K
|
2.48K
$232K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.11KClosed |
$414K - $440K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-4Closed |
$403 - $428
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-143Closed |
$14.4K - $15.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.56KClosed |
$258K - $274K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-400Closed |
$40.3K - $42.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85.4KClosed |
$8.61M - $9.14M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.97KClosed |
$198K - $210K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.61% |
$3.21K - $3.25K
|
1.9K
$177K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
701New |
$75K - $75.9K
|
701
$65.6K
|
|
|
Mar 15, 2022
Q4 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|