Latest Institutional Purchases of Ishares Tr (MBB)
This list provides information on the latest institutional transactions involving Ishares Tr (MBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
211New |
$19.2K - $20.4K
|
211
$19.6K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$13.6K - $14.5K
|
150
$13.9K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
149+ 115.5% |
$13.5K - $14.4K
|
278
$25.8K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123New |
$11.2K - $11.9K
|
123
$11.4K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
122New |
$11.1K - $11.8K
|
122
$11.3K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
92New |
$8.36K - $8.89K
|
92
$8.55K
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
85New |
$7.72K - $8.22K
|
85
$7.9K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83New |
$7.54K - $8.02K
|
83
$7.72K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
69New |
$6.27K - $6.67K
|
69
$6.42K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
69+ 85.19% |
$6.27K - $6.67K
|
150
$13.9K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.23K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.23K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60+ 176.47% |
$5.45K - $5.8K
|
94
$8.74K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$5.27K - $5.61K
|
58
$5.39K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.18K - $5.51K
|
57
$5.3K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
38New |
$3.45K - $3.67K
|
38
$3.53K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
32New |
$2.91K - $3.09K
|
32
$2.98K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.77K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 1.02% |
$1.64K - $1.74K
|
1.78K
$166K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.54K - $1.64K
|
17
$1.58K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.98% |
$545 - $580
|
619
$57.6K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 8.22% |
$545 - $580
|
79
$7.35K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2+ 0.54% |
$182 - $193
|
375
$34.9K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.31% |
$182 - $193
|
654
$60.8K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2New |
$182 - $193
|
2
$186
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$90.9 - $96.7
|
1
$93
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.47M+ 6383.27% |
$489M - $507M
|
5.56M
$517M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
790KNew |
$70.6M - $73.2M
|
790K
$73.5M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300KNew |
$26.8M - $27.8M
|
300K
$27.9M
|
|
Aug 14, 2024
Q2 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
275KNew |
$24.6M - $25.4M
|
275K
$25.5M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$17.9M - $18.5M
|
200K
$18.6M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
117KNew |
$10.4M - $10.8M
|
117K
$10.8M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
101KNew |
$9.06M - $9.39M
|
101K
$9.42M
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
95KNew |
$8.49M - $8.8M
|
95K
$8.83M
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
90KNew |
$8.05M - $8.34M
|
90K
$8.37M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
60.2KNew |
$5.38M - $5.57M
|
60.2K
$5.59M
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
23.1KNew |
$2.06M - $2.14M
|
23.1K
$2.15M
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
13.1K+ 111.04% |
$1.17M - $1.21M
|
24.9K
$2.31M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.7KNew |
$1.14M - $1.18M
|
12.7K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
9.42KNew |
$842K - $873K
|
9.42K
$876K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.85KNew |
$613K - $635K
|
6.85K
$637K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.2KNew |
$554K - $574K
|
6.2K
$576K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.54KNew |
$496K - $513K
|
5.54K
$515K
|
|
Aug 06, 2024
Q2 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
5K+ 32.26% |
$447K - $463K
|
20.5K
$1.91M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.39KNew |
$393K - $407K
|
4.39K
$408K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.95KNew |
$264K - $273K
|
2.95K
$274K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.64KNew |
$236K - $245K
|
2.64K
$246K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.6K+ 48.62% |
$232K - $241K
|
7.94K
$738K
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.33KNew |
$208K - $216K
|
2.33K
$216K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.3KNew |
$206K - $213K
|
2.3K
$214K
|