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 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-1.82KClosed |
$201K - $202K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-45.3KClosed |
$4.99M - $5.02M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-3.71KClosed |
$409K - $411K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.65KClosed |
$292K - $293K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-147KClosed |
$16.2M - $16.3M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.76KNew |
$304K - $305K
|
2.76K
$258K
|
|
|
Oct 23, 2020
Q3 2020
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-34.1KClosed |
$3.76M - $3.78M
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.89KClosed |
$318K - $320K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Enterprise Bank & Trust CO
|
BUY
|
- |
115+ 4.85% |
$12.7K - $12.7K
|
2.49K
$233K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-299Closed |
$33K - $33.1K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.46KClosed |
$271K - $273K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.78K+ 415.93% |
$525K - $532K
|
5.93K
$555K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-265Closed |
$29.1K - $29.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.83KClosed |
$201K - $204K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-2.27KClosed |
$249K - $253K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.6KClosed |
$175K - $177K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.26KClosed |
$248K - $252K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-151Closed |
$16.6K - $16.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-36.7KClosed |
$4.03M - $4.08M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
970K+ 3233.33% |
$107M - $108M
|
1M
$93.6M
|
|
|
Aug 11, 2020
Q2 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.39KClosed |
$262K - $266K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.11KClosed |
$451K - $457K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.47KClosed |
$271K - $274K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-102Closed |
$11.2K - $11.3K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-364Closed |
$40K - $40.5K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.06KClosed |
$336K - $340K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-220Closed |
$24.2K - $24.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-29.1KClosed |
$3.2M - $3.24M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Meridian Management CO
|
SELL
|
- |
-28.4KClosed |
$3.12M - $3.16M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-81Closed |
$8.9K - $9.01K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.94K+ 6.88% |
$213K - $215K
|
30.1K
$2.81M
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-167Closed |
$17.6K - $18.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.91KClosed |
$201K - $211K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.75KClosed |
$290K - $304K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$105 - $110
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.04MClosed |
$109M - $115M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Value Monitoring, Inc.
|
SELL
|
- |
-80.4KClosed |
$8.46M - $8.88M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.87KClosed |
$724K - $759K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.4KClosed |
$358K - $375K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-463Closed |
$48.8K - $51.1K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-275Closed |
$29K - $30.4K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2KClosed |
$211K - $221K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-47.8KClosed |
$5.04M - $5.28M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-324Closed |
$34.1K - $35.8K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-54.9KClosed |
$5.78M - $6.07M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-197Closed |
$20.7K - $21.8K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.24KClosed |
$341K - $357K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-87Closed |
$9.16K - $9.61K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-280Closed |
$29.5K - $30.9K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-884Closed |
$93.1K - $97.6K
|
0
$0
|
|