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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 9.49% |
$99.1K - $105K
|
10.4K
$963K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
623+ 25.49% |
$56.6K - $60.2K
|
3.07K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
731+ 11.42% |
$66.4K - $70.7K
|
7.13K
$660K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-789- 9.34% |
$71.7K - $76.3K
|
7.66K
$709K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.4M+ 9.57% |
$218M - $232M
|
27.4M
$2.54B
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
2.84K+ 27.9% |
$258K - $274K
|
13K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-26.7K- 2.38% |
$2.43M - $2.58M
|
1.09M
$101M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-83- 0.46% |
$7.54K - $8.02K
|
17.9K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
866+ 0.78% |
$78.7K - $83.7K
|
112K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.39KNew |
$217K - $231K
|
2.39K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.21K+ 20.17% |
$292K - $311K
|
19.1K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
38New |
$3.45K - $3.67K
|
38
$3.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.25K+ 20.59% |
$568K - $604K
|
36.6K
$3.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 5.63% |
$436K - $464K
|
80.5K
$7.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
121+ 4.33% |
$11K - $11.7K
|
2.92K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.13K+ 1.06% |
$103K - $110K
|
108K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 87.81% |
$255K - $272K
|
6.01K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.39K- 14.54% |
$217K - $231K
|
14K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
960+ 2.03% |
$87.2K - $92.8K
|
48.3K
$4.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
302+ 3.52% |
$27.4K - $29.2K
|
8.87K
$821K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-468- 30.27% |
$42.5K - $45.2K
|
1.08K
$99.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-127- 4.2% |
$11.5K - $12.3K
|
2.9K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.1K- 27.69% |
$1.19M - $1.27M
|
34.2K
$3.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
211+ 345.9% |
$19.2K - $20.4K
|
272
$25.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.8K- 87.23% |
$3.61M - $3.84M
|
5.82K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.88K+ 16.79% |
$171K - $182K
|
13.1K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 8.55% |
$280K - $298K
|
39.1K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.6K+ 390.85% |
$2.05M - $2.18M
|
28.4K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.11K+ 3.83% |
$191K - $204K
|
57.1K
$5.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
125+ 1.3% |
$11.4K - $12.1K
|
9.72K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-302- 6.51% |
$27.4K - $29.2K
|
4.34K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
95New |
$8.63K - $9.18K
|
95
$8.79K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
9.84K+ 6.03% |
$894K - $951K
|
173K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27.7KNew |
$2.51M - $2.67M
|
27.7K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.4% |
$999 - $1.06K
|
2.71K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-5.2K- 64.43% |
$473K - $503K
|
2.87K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.93K- 30.93% |
$357K - $380K
|
8.78K
$813K
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35.2KNew |
$3.2M - $3.41M
|
35.2K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
212K+ 181.03% |
$19.3M - $20.5M
|
329K
$30.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.23K+ 14.99% |
$475K - $505K
|
40.1K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
6.37K+ 23.03% |
$578K - $615K
|
34K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
444+ 1.14% |
$40.3K - $42.9K
|
39.5K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-719- 1.56% |
$65.3K - $69.5K
|
45.3K
$4.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-56.1K- 21.16% |
$5.1M - $5.42M
|
209K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
803+ 0.33% |
$73K - $77.6K
|
242K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.03K+ 21.79% |
$548K - $583K
|
33.7K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.5K+ 75.75% |
$3.23M - $3.43M
|
82.4K
$7.63M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27K- 13.69% |
$2.45M - $2.61M
|
170K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2+ 0.54% |
$182 - $193
|
375
$34.7K
|