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 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
54+ 2.01% |
$4.91K - $5.22K
|
2.74K
$253K
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
53+ 1.56% |
$4.82K - $5.12K
|
3.46K
$319K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$4.54K - $4.83K
|
8.72K
$803K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
44+ 1.0% |
$4K - $4.25K
|
4.47K
$411K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
32New |
$2.91K - $3.09K
|
32
$2.95K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
31+ 0.33% |
$2.82K - $3K
|
9.47K
$872K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.12% |
$2.18K - $2.32K
|
20.3K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.75K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 1.02% |
$1.64K - $1.74K
|
1.78K
$164K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.54K - $1.64K
|
17
$1.57K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
15+ 0.29% |
$1.36K - $1.45K
|
5.2K
$479K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$1.18K - $1.26K
|
13
$1.2K
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12+ 0.37% |
$1.09K - $1.16K
|
3.27K
$301K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 2.34% |
$1.09K - $1.16K
|
525
$48.4K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
10+ 0.22% |
$909 - $967
|
4.57K
$421K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7+ 0.1% |
$636 - $677
|
6.89K
$634K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 5.51% |
$636 - $677
|
134
$12.3K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 8.22% |
$545 - $580
|
79
$7.28K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$363 - $387
|
3.39K
$312K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 10.71% |
$273 - $290
|
31
$2.86K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.83% |
$273 - $290
|
365
$33.6K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2+ 0.09% |
$182 - $193
|
2.3K
$212K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2New |
$182 - $193
|
2
$184
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.31% |
$182 - $193
|
654
$60.2K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.3M+ 3029.86% |
$1.46B - $1.51B
|
16.9M
$1.55B
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.47M+ 6383.27% |
$489M - $507M
|
5.56M
$512M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.9M+ 15.45% |
$349M - $361M
|
29.1M
$2.68B
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.83M+ 12.74% |
$253M - $262M
|
25M
$2.31B
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.41M+ 646.46% |
$216M - $224M
|
2.79M
$257M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25M+ 1.74% |
$111M - $116M
|
72.8M
$6.71B
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.16M+ 6.85% |
$104M - $107M
|
18.1M
$1.66B
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
816K+ 18155.17% |
$72.9M - $75.6M
|
820K
$75.6M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
790KNew |
$70.6M - $73.2M
|
790K
$72.8M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
411K+ 20.8% |
$36.8M - $38.1M
|
2.39M
$220M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
360KNew |
$32.2M - $33.4M
|
360K
$33.2M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
350K+ 232.73% |
$31.3M - $32.4M
|
500K
$46.1M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300KNew |
$26.8M - $27.8M
|
300K
$27.6M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297K+ 22.53% |
$26.6M - $27.5M
|
1.62M
$149M
|
|
Aug 14, 2024
Q2 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
275KNew |
$24.6M - $25.4M
|
275K
$25.3M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
230K+ 13.45% |
$20.6M - $21.3M
|
1.94M
$179M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$17.9M - $18.5M
|
200K
$18.4M
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
181K+ 45.3% |
$16.2M - $16.7M
|
580K
$53.4M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
172K+ 56.99% |
$15.4M - $15.9M
|
473K
$43.6M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
165K+ 7.24% |
$14.8M - $15.3M
|
2.44M
$225M
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
149K+ 4.92% |
$13.3M - $13.8M
|
3.19M
$293M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
148KNew |
$13.3M - $13.7M
|
148K
$13.7M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
117KNew |
$10.4M - $10.8M
|
117K
$10.7M
|
|
Aug 05, 2024
Q2 2024
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
113K+ 74.34% |
$10.1M - $10.5M
|
265K
$24.4M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
109K+ 187.55% |
$9.76M - $10.1M
|
167K
$15.4M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
107K+ 2.3% |
$9.6M - $9.95M
|
4.77M
$439M
|