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 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
32.6KNew |
$2.89M - $3.11M
|
32.6K
$3.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
26.2KNew |
$2.33M - $2.5M
|
26.2K
$2.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.8KNew |
$1.76M - $1.89M
|
19.8K
$1.89M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
15.7KNew |
$1.39M - $1.5M
|
15.7K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
15.6KNew |
$1.38M - $1.49M
|
15.6K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
9.73KNew |
$862K - $928K
|
9.73K
$928K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.34KNew |
$473K - $509K
|
5.34K
$509K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.77KNew |
$423K - $455K
|
4.77K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.21KNew |
$373K - $402K
|
4.21K
$402K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.2K+ 113.51% |
$372K - $401K
|
7.9K
$754K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.82KNew |
$339K - $365K
|
3.82K
$365K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.33KNew |
$295K - $318K
|
3.33K
$318K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.27KNew |
$290K - $312K
|
3.27K
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.89KNew |
$256K - $276K
|
2.89K
$276K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$249K - $268K
|
2.81K
$268K
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.57KNew |
$227K - $245K
|
2.57K
$245K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.34KNew |
$208K - $224K
|
2.34K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.12K+ 20.22% |
$188K - $202K
|
12.6K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
1.65K+ 22.3% |
$146K - $157K
|
9.05K
$864K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.03K+ 66.75% |
$91.7K - $98.7K
|
2.58K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
787New |
$69.8K - $75.1K
|
787
$75.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
756New |
$67K - $72.2K
|
756
$72.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
587New |
$52K - $56K
|
587
$56K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
566+ 8.08% |
$50.2K - $54K
|
7.57K
$722K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
276+ 5.85% |
$24.5K - $26.3K
|
4.99K
$476K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
204New |
$18.1K - $19.5K
|
204
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.3K - $14.3K
|
150
$14.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
143+ 23.87% |
$12.7K - $13.6K
|
742
$70.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
135+ 80.84% |
$12K - $12.9K
|
302
$28.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
122New |
$10.8K - $11.6K
|
122
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
113New |
$10K - $10.8K
|
113
$10.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
96New |
$8.51K - $9.16K
|
96
$9.16K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
66New |
$5.85K - $6.3K
|
66
$6.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$3.55K - $3.82K
|
40
$3.82K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
38New |
$3.37K - $3.63K
|
38
$3.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
23New |
$2.04K - $2.2K
|
23
$2.19K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
CALL |
1MNew |
$90.5M - $101M
|
1M
$95.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
250KNew |
$22.6M - $25.1M
|
250K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
164KNew |
$14.8M - $16.5M
|
164K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
73.6KNew |
$6.67M - $7.4M
|
73.6K
$7.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.83KNew |
$618K - $687K
|
6.83K
$652K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$435K - $484K
|
4.81K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.78K+ 10.5% |
$433K - $481K
|
50.4K
$4.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.15KNew |
$375K - $417K
|
4.15K
$396K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
3.38KNew |
$306K - $340K
|
3.38K
$323K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.69KNew |
$244K - $271K
|
2.69K
$257K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.68KNew |
$243K - $270K
|
2.68K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.6KNew |
$236K - $262K
|
2.6K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.58KNew |
$233K - $259K
|
2.58K
$246K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.03K+ 8.25% |
$184K - $204K
|
26.6K
$2.54M
|
|