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, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.65K+ 17.39% |
$241K - $257K
|
17.9K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.55K+ 26.65% |
$232K - $247K
|
12.1K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-472- 9.6% |
$42.9K - $45.6K
|
4.44K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
11.9K+ 64.88% |
$1.08M - $1.15M
|
30.1K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.64K+ 5.91% |
$149K - $159K
|
29.4K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.07K+ 34.07% |
$370K - $394K
|
16K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19.1K+ 495.15% |
$1.73M - $1.84M
|
22.9K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
751+ 10.35% |
$68.2K - $72.6K
|
8.01K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.92KNew |
$629K - $669K
|
6.92K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
781+ 15.15% |
$71K - $75.5K
|
5.94K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-479K- 20.04% |
$43.5M - $46.3M
|
1.91M
$177M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.7K+ 2.14% |
$699K - $744K
|
368K
$34.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.31K- 48.15% |
$483K - $513K
|
5.72K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.07K+ 1.39% |
$370K - $393K
|
297K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
298+ 10.06% |
$27.1K - $28.8K
|
3.26K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-56.5K- 99.93% |
$5.13M - $5.46M
|
38
$3.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.6K+ 126.25% |
$7.51M - $7.99M
|
148K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-60.1K- 95.33% |
$5.46M - $5.81M
|
2.95K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23+ 2300.0% |
$2.09K - $2.22K
|
24
$2.22K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 0.84% |
$1.16M - $1.23M
|
1.5M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.9K- 8.57% |
$809K - $860K
|
95K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 1.08% |
$15.1K - $16K
|
15.5K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-6.2K- 25.31% |
$563K - $599K
|
18.3K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-108- 4.38% |
$9.81K - $10.4K
|
2.36K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-215- 2.74% |
$19.5K - $20.8K
|
7.64K
$707K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.32K+ 2.08% |
$120K - $128K
|
65K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.91K+ 7.26% |
$174K - $185K
|
28.2K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
459K+ 23.65% |
$41.7M - $44.4M
|
2.4M
$222M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
5.23K+ 6.98% |
$475K - $505K
|
80.1K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$211K - $224K
|
2.32K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
180+ 2.49% |
$16.4K - $17.4K
|
7.42K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-929- 4.54% |
$84.4K - $89.8K
|
19.5K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.05K+ 5.99% |
$640K - $681K
|
125K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 42.1% |
$1.66M - $1.76M
|
25.1K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
7.49KNew |
$681K - $724K
|
7.49K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
450+ 0.76% |
$40.9K - $43.5K
|
59.5K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.61K+ 2.44% |
$146K - $156K
|
67.7K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.9K+ 33.72% |
$1.62M - $1.73M
|
70.8K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.23KNew |
$475K - $506K
|
5.23K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.41K- 88.14% |
$491K - $522K
|
727
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.32K+ 3.26% |
$755K - $804K
|
263K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
206+ 0.53% |
$18.7K - $19.9K
|
39.1K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.23K+ 37.86% |
$566K - $602K
|
22.7K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
920+ 12.16% |
$83.6K - $88.9K
|
8.49K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48K- 24.1% |
$4.36M - $4.64M
|
151K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.42KNew |
$492K - $524K
|
5.42K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.81KNew |
$346K - $368K
|
3.81K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
271New |
$24.6K - $26.2K
|
271
$25.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-265- 0.03% |
$24.1K - $25.6K
|
994K
$92M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-72.7K- 95.38% |
$6.61M - $7.03M
|
3.52K
$326K
|