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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
38New |
$3.37K - $3.63K
|
38
$3.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
23New |
$2.04K - $2.2K
|
23
$2.13K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
CALL |
1MNew |
$90.5M - $101M
|
1M
$92.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
250KNew |
$22.6M - $25.1M
|
250K
$23.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
200KNew |
$18.1M - $20.1M
|
200K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
164KNew |
$14.8M - $16.5M
|
164K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
73.6KNew |
$6.67M - $7.4M
|
73.6K
$6.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.83KNew |
$618K - $687K
|
6.83K
$633K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.3KNew |
$480K - $533K
|
5.3K
$491K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$435K - $484K
|
4.81K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.78K+ 10.5% |
$433K - $481K
|
50.4K
$4.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.15KNew |
$375K - $417K
|
4.15K
$384K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
3.38KNew |
$306K - $340K
|
3.38K
$313K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.69KNew |
$244K - $271K
|
2.69K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.68KNew |
$243K - $270K
|
2.68K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.6KNew |
$236K - $262K
|
2.6K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.58KNew |
$233K - $259K
|
2.58K
$239K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.03K+ 8.25% |
$184K - $204K
|
26.6K
$2.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 0.8% |
$125K - $139K
|
174K
$16.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1K+ 50.0% |
$90.5K - $101K
|
3K
$278K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$45.3K - $50.3K
|
500
$46.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
399+ 87.12% |
$36.1K - $40.1K
|
857
$79.4K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
357New |
$32.3K - $35.9K
|
357
$33.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
280New |
$25.3K - $28.1K
|
280
$25.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
201+ 1.11% |
$18.2K - $20.2K
|
18.3K
$1.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
145New |
$13.1K - $14.6K
|
145
$13.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
48+ 154.84% |
$4.34K - $4.83K
|
79
$7.32K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
46New |
$4.16K - $4.62K
|
46
$4.26K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
38+ 0.57% |
$3.44K - $3.82K
|
6.69K
$620K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
30New |
$2.72K - $3.02K
|
30
$2.78K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
27+ 0.54% |
$2.44K - $2.71K
|
5.05K
$468K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$815 - $905
|
9
$833
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$543 - $603
|
6
$556
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$90.5 - $101
|
30
$2.78K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$90.5 - $101
|
1
$92.6
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
225KNew |
$21.2M - $22.8M
|
225K
$20.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
26.4KNew |
$2.49M - $2.67M
|
26.4K
$2.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.3K+ 491.9% |
$1.35M - $1.45M
|
17.2K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.07KNew |
$479K - $515K
|
5.07K
$470K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.8KNew |
$453K - $487K
|
4.8K
$444K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
4.06KNew |
$383K - $412K
|
4.06K
$376K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.71KNew |
$256K - $275K
|
2.71K
$251K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.63KNew |
$248K - $267K
|
2.63K
$243K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.57KNew |
$243K - $261K
|
2.57K
$238K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.32K+ 3.61% |
$219K - $236K
|
66.7K
$6.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.29KNew |
$216K - $233K
|
2.29K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.18KNew |
$205K - $221K
|
2.18K
$201K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
851New |
$80.3K - $86.3K
|
851
$78.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
728New |
$68.7K - $73.9K
|
728
$67.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
698+ 12.46% |
$65.9K - $70.8K
|
6.3K
$583K
|
|