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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
548New |
$51.7K - $55.6K
|
548
$50.6K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
327New |
$30.9K - $33.2K
|
327
$30.2K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
233New |
$22K - $23.6K
|
233
$21.5K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
225New |
$21.2K - $22.8K
|
225
$20.8K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
194New |
$18.3K - $19.7K
|
194
$17.9K
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
190+ 0.85% |
$17.9K - $19.3K
|
22.4K
$2.07M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
162New |
$15.3K - $16.4K
|
162
$15K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
134New |
$12.6K - $13.6K
|
134
$12.4K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
62New |
$5.85K - $6.29K
|
62
$5.73K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 0.48% |
$4.15K - $4.46K
|
9.16K
$846K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
32+ 400.0% |
$3.02K - $3.25K
|
40
$3.69K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24New |
$2.27K - $2.44K
|
24
$2.22K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20+ 0.94% |
$1.89K - $2.03K
|
2.15K
$199K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.7K - $1.83K
|
18
$1.66K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
13New |
$1.23K - $1.32K
|
13
$1.2K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10New |
$944 - $1.01K
|
10
$923
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
8+ 0.38% |
$755 - $812
|
2.11K
$195K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$94.4 - $101
|
1
$92.3
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
645KNew |
$65M - $69.1M
|
645K
$59.6M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
38.4KNew |
$3.87M - $4.11M
|
38.4K
$3.54M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.9KNew |
$595K - $632K
|
5.9K
$545K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
140New |
$14.1K - $15K
|
140
$12.9K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
131K+ 63.15% |
$14M - $14.2M
|
338K
$31.2M
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.41KNew |
$365K - $369K
|
3.41K
$315K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
701New |
$75K - $75.9K
|
701
$64.7K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
247New |
$26.4K - $26.8K
|
247
$22.8K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.92K - $4.98K
|
46
$4.25K
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.61% |
$3.21K - $3.25K
|
1.9K
$175K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
21.3KNew |
$2.3M - $2.32M
|
21.3K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
4.2K+ 107.69% |
$454K - $457K
|
8.1K
$748K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.62KNew |
$391K - $394K
|
3.62K
$334K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.63KNew |
$284K - $287K
|
2.63K
$243K
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
372+ 3.26% |
$40.1K - $40.5K
|
11.8K
$1.09M
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
304+ 89.68% |
$32.8K - $33.1K
|
643
$59.4K
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
185+ 19.68% |
$20K - $20.1K
|
1.13K
$104K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
910+ 24.53% |
$98.6K - $100K
|
4.62K
$427K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
60New |
$6.5K - $6.62K
|
60
$5.54K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.72M - $1.72M
|
15.6K
$1.44M
|
|
Feb 09, 2021
Q4 2020
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$365K - $366K
|
3.32K
$306K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
819New |
$90K - $90.3K
|
819
$75.6K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.76KNew |
$304K - $305K
|
2.76K
$254K
|
|
Oct 16, 2020
Q3 2020
|
Enterprise Bank & Trust CO
|
BUY
|
- |
115+ 4.85% |
$12.7K - $12.7K
|
2.49K
$229K
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
970K+ 3233.33% |
$107M - $108M
|
1M
$92.3M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.78K+ 415.93% |
$525K - $532K
|
5.93K
$547K
|
|
Jul 09, 2020
Q2 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.94K+ 6.88% |
$213K - $215K
|
30.1K
$2.78M
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
397New |
$42.8K - $43K
|
397
$36.7K
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
251New |
$27K - $27.2K
|
251
$23.2K
|
|
Q2 2018 | |||||||
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
51.5KNew |
$5.3M - $5.39M
|
51.5K
$4.76M
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
390New |
$40.2K - $40.8K
|
390
$36K
|