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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-178- 6.8% |
$15.8K - $17K
|
2.44K
$234K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
143+ 23.87% |
$12.7K - $13.6K
|
742
$71.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$249K - $268K
|
2.81K
$270K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
9.73KNew |
$862K - $928K
|
9.73K
$933K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.58% |
$5.14K - $5.54K
|
3.62K
$347K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-576- 1.83% |
$51.1K - $55K
|
30.9K
$2.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.75K- 18.97% |
$332K - $358K
|
16K
$1.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
276+ 5.85% |
$24.5K - $26.3K
|
4.99K
$479K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.79K- 48.39% |
$691K - $743K
|
8.31K
$797K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-26- 8.97% |
$2.31K - $2.48K
|
264
$25.3K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.89KNew |
$256K - $276K
|
2.89K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.1% |
$443 - $477
|
5.15K
$494K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.33KNew |
$295K - $318K
|
3.33K
$319K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
787New |
$69.8K - $75.1K
|
787
$75.5K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.56K- 48.63% |
$671K - $722K
|
7.99K
$766K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
204New |
$18.1K - $19.5K
|
204
$19.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
15.7KNew |
$1.39M - $1.5M
|
15.7K
$1.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
32.6KNew |
$2.89M - $3.11M
|
32.6K
$3.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.68K- 43.49% |
$149K - $161K
|
2.19K
$210K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-7.02K- 13.5% |
$623K - $670K
|
45K
$4.31M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
66New |
$5.85K - $6.3K
|
66
$6.33K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
38New |
$3.37K - $3.63K
|
38
$3.64K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.36K- 95.86% |
$298K - $320K
|
145
$13.9K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-53Closed |
$4.8K - $5.33K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 44.58% |
$693K - $769K
|
9.52K
$912K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
27+ 0.54% |
$2.44K - $2.71K
|
5.05K
$484K
|
|
|
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
$712K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.69KNew |
$244K - $271K
|
2.69K
$258K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-71- 2.75% |
$6.43K - $7.14K
|
2.51K
$241K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$45.3K - $50.3K
|
500
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.58KNew |
$233K - $259K
|
2.58K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
250KNew |
$22.6M - $25.1M
|
250K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
164KNew |
$14.8M - $16.5M
|
164K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-539- 10.52% |
$48.8K - $54.2K
|
4.58K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-118- 37.34% |
$10.7K - $11.9K
|
198
$19K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.78K+ 10.5% |
$433K - $481K
|
50.4K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.08K- 1.82% |
$97.8K - $109K
|
58.5K
$5.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
399+ 87.12% |
$36.1K - $40.1K
|
857
$82.2K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
357New |
$32.3K - $35.9K
|
357
$34.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
73.6KNew |
$6.67M - $7.4M
|
73.6K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.34K- 20.65% |
$121K - $135K
|
5.15K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.6KNew |
$236K - $262K
|
2.6K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
CALL |
1MNew |
$90.5M - $101M
|
1M
$95.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.03K+ 8.25% |
$184K - $204K
|
26.6K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-115- 2.82% |
$10.4K - $11.6K
|
3.96K
$380K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.68KNew |
$243K - $270K
|
2.68K
$257K
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-621- 8.12% |
$56.2K - $62.4K
|
7.03K
$674K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$90.5 - $101
|
30
$2.88K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-146- 1.59% |
$13.2K - $14.7K
|
9.06K
$869K
|
|