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 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.63KClosed |
$393K - $400K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.99KClosed |
$216K - $220K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-126Closed |
$13.6K - $13.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-21KClosed |
$2.27M - $2.31M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$1.32M - $1.34M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.96KClosed |
$212K - $216K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-102Closed |
$11K - $11.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
60New |
$6.5K - $6.62K
|
60
$5.61K
|
|
|
May 13, 2021
Q1 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-512KClosed |
$55.5M - $56.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.42KClosed |
$154K - $157K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-559Closed |
$60.6K - $61.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
910+ 24.53% |
$98.6K - $100K
|
4.62K
$432K
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-3.31KClosed |
$359K - $365K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-41Closed |
$4.44K - $4.52K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.07KClosed |
$224K - $228K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-236Closed |
$25.6K - $26K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-396Closed |
$42.9K - $43.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-4.89KClosed |
$529K - $539K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-518KClosed |
$56.1M - $57.1M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-30Closed |
$3.25K - $3.31K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-192Closed |
$20.8K - $21.2K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-2KClosed |
$216K - $220K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-149Closed |
$16.1K - $16.4K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-217Closed |
$23.5K - $23.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.7KClosed |
$1.18M - $1.18M
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-144Closed |
$15.8K - $15.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$8.24K - $8.27K
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.3KClosed |
$2.01M - $2.02M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
819New |
$90K - $90.3K
|
819
$76.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.72M - $1.72M
|
15.6K
$1.46M
|
|
|
Feb 16, 2021
Q4 2020
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.03KClosed |
$443K - $444K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.09KClosed |
$229K - $230K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-270KClosed |
$29.7M - $29.8M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-2.03KClosed |
$224K - $224K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$365K - $366K
|
3.32K
$310K
|
|
|
Feb 09, 2021
Q4 2020
|
Windsor Group LTD
|
SELL
|
- |
-1.98KClosed |
$218K - $218K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-73Closed |
$8.02K - $8.05K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-176KClosed |
$19.4M - $19.5M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-65Closed |
$7.14K - $7.17K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.53KClosed |
$388K - $389K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.32KClosed |
$365K - $366K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.95KClosed |
$215K - $215K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Berkshire Bank
|
SELL
|
- |
-1.99KClosed |
$218K - $219K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.81KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
SELL
|
- |
-18Closed |
$1.98K - $1.99K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.2KClosed |
$242K - $243K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-161Closed |
$17.7K - $17.8K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Cypress Capital Group
|
SELL
|
- |
-3.27KClosed |
$360K - $361K
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-865Closed |
$95.1K - $95.4K
|
0
$0
|
|