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 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
98.9K+ 2.07% |
$8.98M - $9.56M
|
4.87M
$449M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
597+ 11.79% |
$54.2K - $57.7K
|
5.66K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.1K- 8.97% |
$100K - $107K
|
11.2K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
643KNew |
$58.4M - $62.2M
|
643K
$59.4M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
24.2KNew |
$2.2M - $2.34M
|
24.2K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-239- 1.0% |
$21.7K - $23.1K
|
23.7K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.11K- 57.88% |
$464K - $494K
|
3.72K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 7.8% |
$236K - $251K
|
35.9K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.46K- 6.47% |
$133K - $141K
|
21.1K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-267- 9.87% |
$24.3K - $25.8K
|
2.44K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.5K- 21.33% |
$3.68M - $3.91M
|
149K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.85K+ 31.01% |
$804K - $856K
|
37.4K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.05K- 2.44% |
$368K - $392K
|
162K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.28K- 9.65% |
$843K - $897K
|
86.9K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39.6K- 12.17% |
$3.59M - $3.82M
|
286K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-302- 0.01% |
$27.4K - $29.2K
|
2.6M
$240M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.77K- 21.23% |
$797K - $848K
|
32.6K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.55KNew |
$323K - $343K
|
3.55K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80.6K- 36.9% |
$7.32M - $7.79M
|
138K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-75- 1.2% |
$6.81K - $7.25K
|
6.19K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
474+ 17.71% |
$43.1K - $45.8K
|
3.15K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
270K+ 76.65% |
$24.5M - $26.1M
|
623K
$57.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.98% |
$1.54K - $1.64K
|
1.75K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
251+ 8.52% |
$22.8K - $24.3K
|
3.2K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 6.03% |
$926K - $985K
|
179K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
97.6K+ 91.02% |
$8.87M - $9.44M
|
205K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.3K- 15.95% |
$2.03M - $2.16M
|
117K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.53K+ 1.86% |
$230K - $245K
|
138K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
465+ 8.29% |
$42.2K - $44.9K
|
6.08K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.31K+ 5.04% |
$574K - $610K
|
132K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 8.42% |
$1.26M - $1.34M
|
178K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.02K+ 13.04% |
$365K - $388K
|
34.8K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21.4K- 37.31% |
$1.94M - $2.07M
|
35.9K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83New |
$7.54K - $8.02K
|
83
$7.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.49K+ 39.56% |
$135K - $144K
|
5.24K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-38K- 2.61% |
$3.45M - $3.67M
|
1.42M
$131M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.2K+ 4.43% |
$5.83M - $6.2M
|
1.51M
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.9K+ 50.53% |
$1.54M - $1.64M
|
50.4K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
77.5K+ 33.03% |
$7.04M - $7.49M
|
312K
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 23.18% |
$1.07M - $1.14M
|
62.8K
$5.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-905- 0.74% |
$82.2K - $87.5K
|
122K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.24K+ 184.66% |
$385K - $410K
|
6.53K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.61K+ 7.38% |
$328K - $349K
|
52.5K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
177+ 4.64% |
$16.1K - $17.1K
|
3.99K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.9K+ 54.0% |
$3.08M - $3.27M
|
96.6K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.1K- 21.91% |
$1.19M - $1.27M
|
46.8K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
61.6K+ 29.95% |
$5.6M - $5.95M
|
267K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
257+ 1.58% |
$23.3K - $24.8K
|
16.5K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-332- 4.09% |
$30.2K - $32.1K
|
7.79K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65K+ 17.39% |
$241K - $257K
|
17.9K
$1.65M
|