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 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21.6K+ 8.1% |
$1.97M - $2.09M
|
289K
$26.7M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.3K+ 20.87% |
$1.84M - $1.96M
|
117K
$10.8M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20.3K+ 40.64% |
$1.84M - $1.96M
|
70.1K
$6.48M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
20KNew |
$1.82M - $1.93M
|
20K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 16.54% |
$1.81M - $1.93M
|
141K
$13M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 6.39% |
$1.74M - $1.85M
|
319K
$29.4M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19.1K+ 495.15% |
$1.73M - $1.84M
|
22.9K
$2.12M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18.7KNew |
$1.7M - $1.81M
|
18.7K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.5K+ 6.03% |
$1.68M - $1.78M
|
325K
$30M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.4K+ 85.87% |
$1.67M - $1.78M
|
39.8K
$3.68M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 14.33% |
$1.63M - $1.74M
|
144K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.9K+ 33.72% |
$1.62M - $1.73M
|
70.8K
$6.54M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
17.4KNew |
$1.58M - $1.68M
|
17.4K
$1.6M
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
17.1KNew |
$1.56M - $1.66M
|
17.1K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 8.06% |
$1.54M - $1.64M
|
227K
$21M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.9K+ 50.53% |
$1.54M - $1.64M
|
50.4K
$4.65M
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
16.4K+ 6.07% |
$1.49M - $1.58M
|
286K
$26.4M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16K+ 11.16% |
$1.45M - $1.55M
|
159K
$14.7M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.6KNew |
$1.33M - $1.42M
|
14.6K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$1.26M - $1.34M
|
13.9K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 8.42% |
$1.26M - $1.34M
|
178K
$16.5M
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.6K+ 10.64% |
$1.24M - $1.32M
|
142K
$13.1M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
13.6K+ 6.41% |
$1.24M - $1.32M
|
226K
$20.9M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
13.4K+ 6.53% |
$1.21M - $1.29M
|
218K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.2K+ 17.26% |
$1.2M - $1.28M
|
89.8K
$8.29M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13K+ 2.05% |
$1.18M - $1.26M
|
646K
$59.7M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.87% |
$1.14M - $1.21M
|
226K
$20.9M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
12.1KNew |
$1.1M - $1.17M
|
12.1K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
12K+ 6.77% |
$1.09M - $1.16M
|
189K
$17.4M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.9KNew |
$1.08M - $1.15M
|
11.9K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
11.9K+ 64.88% |
$1.08M - $1.15M
|
30.1K
$2.78M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 23.18% |
$1.07M - $1.14M
|
62.8K
$5.8M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5K+ 18.4% |
$1.05M - $1.12M
|
74.3K
$6.86M
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.9K+ 73.59% |
$994K - $1.06M
|
25.8K
$2.38M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.5KNew |
$955K - $1.02M
|
10.5K
$971K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.4K+ 20.54% |
$946K - $1.01M
|
61.1K
$5.65M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 6.03% |
$926K - $985K
|
179K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10KNew |
$909K - $967K
|
10K
$923K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
9.84K+ 6.03% |
$894K - $951K
|
173K
$16M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.67K+ 2.57% |
$879K - $935K
|
386K
$35.6M
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9.65KNew |
$877K - $933K
|
9.65K
$891K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.85K+ 31.01% |
$804K - $856K
|
37.4K
$3.45M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.84K+ 28.63% |
$803K - $854K
|
39.7K
$3.67M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.8K+ 5.89% |
$799K - $851K
|
158K
$14.6M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
8.52K+ 3.26% |
$774K - $823K
|
270K
$24.9M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.42K+ 2.77% |
$765K - $813K
|
312K
$28.8M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37KNew |
$760K - $809K
|
8.37K
$773K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.32K+ 3.26% |
$755K - $804K
|
263K
$24.3M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.17K+ 25.1% |
$742K - $790K
|
40.7K
$3.76M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.08KNew |
$734K - $781K
|
8.08K
$746K
|