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 09, 2022
                  Q3 2022
                 | 
      Tctc Holdings, LLC
       Dallas, TX | BUY | - | 145New |                   
                  $13.1K - $14.6K
                 |                   
                145
                $13.9K
               | |
| 
                  Nov 08, 2022
                  Q3 2022
                 | 
      Le Jeune Puetz Investment Counsel LLC
      
   | BUY | - | 1K+ 50.0% |                   
                  $90.5K - $101K
                 |                   
                3K
                $288K
               | |
| 
                  Nov 08, 2022
                  Q3 2022
                 | 
      Manchester Capital Management LLC
       Manchester, VT | BUY | - | 6New |                   
                  $543 - $603
                 |                   
                6
                $575
               | |
| 
                  Nov 08, 2022
                  Q3 2022
                 | 
      Sp Asset Management
      
   | SELL | - | -7.22K- 12.2% |                   
                  $654K - $726K
                 |                   
                52K
                $4.98M
               | |
| 
                  Nov 04, 2022
                  Q3 2022
                 | 
      Gradient Capital Advisors, LLC
      
   | BUY | - | 4.81KNew |                   
                  $435K - $484K
                 |                   
                4.81K
                $461K
               | |
| 
                  Nov 03, 2022
                  Q3 2022
                 | 
      Integrity Financial Corp 
      
   | BUY | - | 30New |                   
                  $2.72K - $3.02K
                 |                   
                30
                $2.88K
               | |
| 
                  Nov 03, 2022
                  Q3 2022
                 | 
      Spectrum Management Group, LLC
      
   | BUY | - | 6.83KNew |                   
                  $618K - $687K
                 |                   
                6.83K
                $655K
               | |
| 
                  Nov 03, 2022
                  Q3 2022
                 | 
      Resource Planning Group
      
   | BUY | - | 3.38KNew |                   
                  $306K - $340K
                 |                   
                3.38K
                $324K
               | |
| 
                  Nov 03, 2022
                  Q3 2022
                 | 
      Western Financial Corporation
      
   | SELL | - | -1.9K- 12.26% |                   
                  $172K - $191K
                 |                   
                13.6K
                $1.31M
               | |
| 
                  Nov 02, 2022
                  Q3 2022
                 | 
      Clear Street Markets LLC
      
   | BUY | - | 1New |                   
                  $90.5 - $101
                 |                   
                1
                $95.9
               | |
| 
                  Nov 02, 2022
                  Q3 2022
                 | 
      Bdo Wealth Advisors, LLC
       Jacksonville, FL | BUY | - | 9New |                   
                  $815 - $905
                 |                   
                9
                $863
               | |
| 
                  Nov 01, 2022
                  Q3 2022
                 | 
      Strategic Asset Management, LLC
      
   | SELL | - | -129- 26.76% |                   
                  $11.7K - $13K
                 |                   
                353
                $33.8K
               | |
| 
                  Nov 01, 2022
                  Q3 2022
                 | 
      Hartline Investment Corp
       Winnetka, IL | BUY | - | 4.15KNew |                   
                  $375K - $417K
                 |                   
                4.15K
                $398K
               | |
| 
                  Nov 01, 2022
                  Q3 2022
                 | 
      Triumph Capital Management
      
   | BUY | - | 38+ 0.57% |                   
                  $3.44K - $3.82K
                 |                   
                6.69K
                $642K
               | |
| 
                  Oct 26, 2022
                  Q3 2022
                 | 
      Wipfli Financial Advisors Llc,
      
   | BUY | - | 46New |                   
                  $4.16K - $4.62K
                 |                   
                46
                $4.41K
               | |
| 
                  Oct 26, 2022
                  Q3 2022
                 | 
      Balentine LLC
       Atlanta, GA | BUY | - | 48+ 154.84% |                   
                  $4.34K - $4.83K
                 |                   
                79
                $7.58K
               | |
| 
                  Oct 25, 2022
                  Q3 2022
                 | 
      Round Table Services, LLC
      
   | SELL | - | -21.9K- 32.61% |                   
                  $1.98M - $2.2M
                 |                   
                45.2K
                $4.34M
               | |
| 
                  Oct 25, 2022
                  Q3 2022
                 | 
      Heartwood Wealth Advisors LLC
      
   | BUY | - | 1.38K+ 0.8% |                   
                  $125K - $139K
                 |                   
                174K
                $16.7M
               | |
| 
                  Oct 25, 2022
                  Q3 2022
                 | 
      Outlook Wealth Advisors, LLC
      
   | SELL | - | -72- 3.17% |                   
                  $6.52K - $7.24K
                 |                   
                2.2K
                $211K
               | |
| 
                  Oct 21, 2022
                  Q3 2022
                 | 
      Stegent Equity Advisors, Inc.
       Houston, TX | SELL | - | -894- 19.78% |                   
                  $80.9K - $89.9K
                 |                   
                3.63K
                $348K
               | |
| 
                  Oct 19, 2022
                  Q3 2022
                 | 
      Harbour Capital Advisors, LLC
      
   | SELL | - | -12K- 38.36% |                   
                  $1.08M - $1.2M
                 |                   
                19.3K
                $1.85M
               | |
| 
                  Oct 18, 2022
                  Q3 2022
                 | 
      Mascoma Wealth Management LLC
      
   | SELL | - | -1.04K- 96.64% |                   
                  $93.8K - $104K
                 |                   
                36
                $3.45K
               | |
| 
                  Oct 14, 2022
                  Q3 2022
                 | 
      Danda Trouve Investment Management, Inc.
      
   | SELL | - | -972- 2.88% |                   
                  $88K - $97.7K
                 |                   
                32.8K
                $3.14M
               | |
| 
                  Oct 12, 2022
                  Q3 2022
                 | 
      Emerald Advisors, LLC
      
   | SELL | - | -6.08K- 50.72% |                   
                  $550K - $611K
                 |                   
                5.91K
                $566K
               | |
| Q2 2022 | |||||||
| 
                  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
                $220K
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Samalin Investment Counsel, LLC
       Chappaqua, NY | SELL | - | -46Closed |                   
                  $4.34K - $4.67K
                 |                   
                0
                $0
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      1607 Capital Partners, LLC
       Richmond, VA | SELL | - | -547K- 99.29% |                   
                  $51.6M - $55.5M
                 |                   
                3.9K
                $374K
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Sand Hill Global Advisors, LLC
       Palo Alto, CA | BUY | - | 14.3K+ 491.9% |                   
                  $1.35M - $1.45M
                 |                   
                17.2K
                $1.65M
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Stadion Money Management, LLC
       Watkinsville, GA | SELL | - | -5.07K- 5.04% |                   
                  $479K - $515K
                 |                   
                95.5K
                $9.16M
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Transamerica Financial Advisors, Inc.
       Clearwater, FL | BUY | - | 1New |                   
                  $94.4 - $101
                 |                   
                1
                $95.9
               | |
| 
                  Aug 15, 2022
                  Q2 2022
                 | 
      Frontier Wealth Management LLC
       Kansas City, MO | SELL | - | -415- 15.74% |                   
                  $39.2K - $42.1K
                 |                   
                2.22K
                $213K
               | |
| 
                  Aug 12, 2022
                  Q2 2022
                 | 
      Wellspring Financial Advisors, LLC
       Cleveland, OH | SELL | - | -4.96KClosed |                   
                  $469K - $504K
                 |                   
                0
                $0
               | |
| 
                  Aug 12, 2022
                  Q2 2022
                 | 
      Four Thought Financial, LLC
       Venice, FL | SELL | - | -54- 73.97% |                   
                  $5.1K - $5.48K
                 |                   
                19
                $1.82K
               | |
| 
                  Aug 12, 2022
                  Q2 2022
                 | 
      Intrua Financial, LLC
       Houston, TX | BUY | - | 20+ 0.94% |                   
                  $1.89K - $2.03K
                 |                   
                2.15K
                $206K
               | |
| 
                  Aug 12, 2022
                  Q2 2022
                 | 
      55 I, LLC
       Boston, MA | SELL | - | -158KClosed |                   
                  $14.9M - $16M
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Soltis Investment Advisors LLC
       St. George, UT | SELL | - | -2.55KClosed |                   
                  $241K - $259K
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Rezny Wealth Management, Inc.
      
   | SELL | - | -53.8K- 95.83% |                   
                  $5.08M - $5.46M
                 |                   
                2.34K
                $224K
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Donaldson Capital Management, LLC
       Evansville, IN | SELL | - | -3.25KClosed |                   
                  $307K - $330K
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Bluestein R H & CO LLC
       Birmingham, MI | BUY | - | 5.07KNew |                   
                  $479K - $515K
                 |                   
                5.07K
                $487K
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Baron Financial Group, LLC
       Fair Lawn, NJ | SELL | - | -361Closed |                   
                  $34.1K - $36.6K
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Liberty Mutual Group Asset Management Inc.
       Boston, MA | SELL | - | -21.7KClosed |                   
                  $2.05M - $2.2M
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Emg Holdings, L.P.
       Old Greenwich, CT | SELL | CALL | -50KClosed |                   
                  $4.72M - $5.07M
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Ground Swell Capital, LLC
       Folly Beach, SC | BUY | - | 2.29KNew |                   
                  $216K - $233K
                 |                   
                2.29K
                $220K
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Quantum Capital Management, LLC 
       Northfield, NJ | SELL | - | -10.9KClosed |                   
                  $1.03M - $1.1M
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Cedar Wealth Management, LLC
       Walnut Creek, CA | SELL | - | -461Closed |                   
                  $43.5K - $46.8K
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Advisor Partners LLC
       Walnut Creek, CA | SELL | - | -8.28KClosed |                   
                  $781K - $840K
                 |                   
                0
                $0
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Smithfield Trust CO
       Pittsburgh, PA | BUY | - | 327New |                   
                  $30.9K - $33.2K
                 |                   
                327
                $31.4K
               | |
| 
                  Aug 11, 2022
                  Q2 2022
                 | 
      Bar Harbor Trust Services
       Ellsworth, ME | BUY | - | 0New |                   
                  $0 - $0
                 |                   
                0
                $0
               | |