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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
162+ 5.47% |
$14.3K - $15.2K
|
3.12K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
147+ 2.16% |
$13K - $13.8K
|
6.96K
$673K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
121+ 1.99% |
$10.7K - $11.4K
|
6.2K
$598K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
117+ 1.98% |
$10.4K - $11K
|
6.04K
$583K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
63New |
$5.58K - $5.91K
|
63
$6.09K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 110.2% |
$4.78K - $5.07K
|
103
$9.95K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$4.69K - $4.97K
|
53
$5.12K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
51New |
$4.51K - $4.78K
|
51
$4.93K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.66K - $2.81K
|
30
$2.9K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$1.42K - $1.5K
|
16
$1.55K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13New |
$1.15K - $1.22K
|
13
$1.26K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$885 - $938
|
10
$966
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.27% |
$88.5 - $93.8
|
80
$7.73K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.84% |
$88.5 - $93.8
|
120
$11.6K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
860K+ 27.79% |
$79.6M - $82.4M
|
3.96M
$382M
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
655K+ 50.37% |
$60.6M - $62.7M
|
1.96M
$189M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
242K+ 120.67% |
$22.4M - $23.2M
|
442K
$42.7M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
182K+ 9.95% |
$16.8M - $17.4M
|
2.01M
$194M
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
98.5K+ 547.33% |
$9.12M - $9.43M
|
117K
$11.3M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
65.3KNew |
$6.04M - $6.25M
|
65.3K
$6.3M
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64.1KNew |
$5.93M - $6.14M
|
64.1K
$6.19M
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
35KNew |
$3.24M - $3.35M
|
35K
$3.38M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$2.16M - $2.24M
|
23.4K
$2.26M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23.1K+ 162.73% |
$2.14M - $2.21M
|
37.3K
$3.61M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.5K+ 15.39% |
$1.8M - $1.86M
|
146K
$14.1M
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
13K+ 1037.95% |
$1.21M - $1.25M
|
14.3K
$1.38M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
11.6KNew |
$1.07M - $1.11M
|
11.6K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.37K+ 280.9% |
$867K - $897K
|
12.7K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.78KNew |
$812K - $840K
|
8.78K
$848K
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.82KNew |
$446K - $461K
|
4.82K
$466K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.48KNew |
$414K - $428K
|
4.48K
$432K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.22KNew |
$391K - $404K
|
4.22K
$408K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.34KNew |
$309K - $319K
|
3.34K
$322K
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.89KNew |
$267K - $277K
|
2.89K
$279K
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.8KNew |
$259K - $268K
|
2.8K
$271K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.63KNew |
$243K - $251K
|
2.63K
$254K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.45KNew |
$227K - $235K
|
2.45K
$237K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.3KNew |
$213K - $220K
|
2.3K
$222K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$203K - $210K
|
2.19K
$211K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
2.17KNew |
$201K - $207K
|
2.17K
$209K
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 28.02% |
$130K - $134K
|
6.4K
$618K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
904New |
$83.7K - $86.5K
|
904
$87.3K
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
736+ 4.11% |
$68.1K - $70.5K
|
18.6K
$1.8M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
682New |
$63.1K - $65.3K
|
682
$65.9K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
544New |
$50.3K - $52.1K
|
544
$52.6K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
270New |
$25K - $25.8K
|
270
$26.1K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
249New |
$23K - $23.8K
|
249
$24.1K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221New |
$20.5K - $21.2K
|
221
$21.4K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
218New |
$20.2K - $20.9K
|
218
$21.1K
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
132New |
$12.2K - $12.6K
|
132
$12.8K
|