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 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
477+ 2650.0% |
$43.3K - $46.1K
|
495
$45.6K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
473+ 2.71% |
$43K - $45.7K
|
18K
$1.65M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
461+ 0.63% |
$41.9K - $44.6K
|
73.7K
$6.79M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
458+ 21.01% |
$41.6K - $44.3K
|
2.64K
$243K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
421+ 85.4% |
$38.2K - $40.7K
|
914
$84.2K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
409+ 1.17% |
$37.2K - $39.5K
|
35.3K
$3.25M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
386+ 9.79% |
$35.1K - $37.3K
|
4.33K
$399K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
378+ 4.42% |
$34.3K - $36.5K
|
8.92K
$822K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
364+ 8.7% |
$33.1K - $35.2K
|
4.55K
$419K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
359+ 79.07% |
$32.6K - $34.7K
|
813
$74.9K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
359New |
$32.6K - $34.7K
|
359
$33.1K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
349New |
$31.7K - $33.7K
|
349
$32.1K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
345+ 9.56% |
$31.3K - $33.3K
|
3.95K
$364K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333+ 254.2% |
$30.3K - $32.2K
|
464
$42.7K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
319+ 9.9% |
$29K - $30.8K
|
3.54K
$326K
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
318New |
$28.9K - $30.7K
|
318
$29.3K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
299+ 8.09% |
$27.2K - $28.9K
|
4K
$368K
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
295+ 2.26% |
$26.8K - $28.5K
|
13.4K
$1.23M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
256+ 2.71% |
$23.3K - $24.7K
|
9.7K
$894K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$22.7K - $24.2K
|
250
$23K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
246+ 1.59% |
$22.3K - $23.8K
|
15.7K
$1.45M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
215+ 9.41% |
$19.5K - $20.8K
|
2.5K
$230K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
215New |
$19.5K - $20.8K
|
215
$19.8K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
211New |
$19.2K - $20.4K
|
211
$19.4K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
211+ 3.81% |
$19.2K - $20.4K
|
5.74K
$529K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
203+ 1.2% |
$18.4K - $19.6K
|
17.1K
$1.57M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
201+ 5.05% |
$18.3K - $19.4K
|
4.18K
$385K
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
185+ 3.77% |
$16.8K - $17.9K
|
5.09K
$469K
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
174+ 0.89% |
$15.8K - $16.8K
|
19.7K
$1.81M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
173+ 0.86% |
$15.7K - $16.7K
|
20.2K
$1.86M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
166+ 0.86% |
$15.1K - $16K
|
19.5K
$1.8M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
155+ 1.91% |
$14.1K - $15K
|
8.29K
$763K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
150New |
$13.6K - $14.5K
|
150
$13.8K
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
143+ 0.24% |
$13K - $13.8K
|
60.8K
$5.6M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
143+ 0.95% |
$13K - $13.8K
|
15.1K
$1.39M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
141+ 0.9% |
$12.8K - $13.6K
|
15.7K
$1.45M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
131+ 0.64% |
$11.9K - $12.7K
|
20.7K
$1.91M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123New |
$11.2K - $11.9K
|
123
$11.3K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
122New |
$11.1K - $11.8K
|
122
$11.2K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
120+ 0.26% |
$10.9K - $11.6K
|
46.6K
$4.29M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
116+ 0.62% |
$10.5K - $11.2K
|
18.7K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
113+ 0.8% |
$10.3K - $10.9K
|
14.2K
$1.31M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
109New |
$9.9K - $10.5K
|
109
$10K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
95+ 1.56% |
$8.63K - $9.18K
|
6.17K
$569K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81+ 8.32% |
$7.36K - $7.83K
|
1.05K
$97.1K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
69+ 85.19% |
$6.27K - $6.67K
|
150
$13.8K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.17K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$5.27K - $5.61K
|
58
$5.34K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.18K - $5.51K
|
57
$5.25K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
55+ 1.25% |
$5K - $5.32K
|
4.45K
$410K
|