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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.32K+ 2.08% |
$120K - $128K
|
65K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.28K+ 5.6% |
$116K - $123K
|
24.1K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.26K+ 8.58% |
$115K - $122K
|
16K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.22K+ 9.1% |
$111K - $118K
|
14.7K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.22K+ 19.85% |
$111K - $118K
|
7.37K
$682K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.21K+ 12.69% |
$110K - $117K
|
10.8K
$997K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 6.36% |
$104K - $110K
|
19.1K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.13K+ 16.82% |
$103K - $110K
|
7.87K
$729K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.13K+ 1.06% |
$103K - $110K
|
108K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 13.42% |
$101K - $107K
|
9.36K
$866K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.1K+ 16.17% |
$99.8K - $106K
|
7.9K
$731K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.09K+ 1.15% |
$99.4K - $106K
|
96.4K
$8.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.07K+ 2.53% |
$97.5K - $104K
|
43.6K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
973New |
$88.4K - $94.1K
|
973
$90K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
972+ 1.6% |
$88.3K - $94K
|
61.7K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
963+ 7.01% |
$87.5K - $93.1K
|
14.7K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
960+ 2.03% |
$87.2K - $92.8K
|
48.3K
$4.47M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
957+ 23.24% |
$86.9K - $92.5K
|
5.08K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
955+ 14.57% |
$86.8K - $92.3K
|
7.51K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
937+ 10.77% |
$85.1K - $90.6K
|
9.64K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
920+ 12.16% |
$83.6K - $88.9K
|
8.49K
$785K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
896+ 15.35% |
$81.4K - $86.6K
|
6.74K
$623K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
884+ 4911.11% |
$80.3K - $85.4K
|
902
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
874+ 5.34% |
$79.4K - $84.5K
|
17.2K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
866+ 0.78% |
$78.7K - $83.7K
|
112K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
860+ 40.59% |
$78.1K - $83.1K
|
2.98K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
852+ 15.53% |
$77.4K - $82.4K
|
6.34K
$586K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
844+ 62.99% |
$76.7K - $81.6K
|
2.18K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
837New |
$76K - $80.9K
|
837
$77.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
835+ 23.4% |
$75.9K - $80.7K
|
4.4K
$407K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
821+ 8.49% |
$74.6K - $79.4K
|
10.5K
$971K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
816+ 9.92% |
$74.1K - $78.9K
|
9.04K
$837K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
813+ 26.5% |
$73.9K - $78.6K
|
3.88K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
808+ 2.04% |
$73.4K - $78.1K
|
40.5K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
803+ 0.33% |
$73K - $77.6K
|
242K
$22.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
787+ 3.43% |
$71.5K - $76.1K
|
23.8K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
781+ 15.15% |
$71K - $75.5K
|
5.94K
$549K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
763+ 0.41% |
$69.3K - $73.8K
|
188K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
751+ 10.35% |
$68.2K - $72.6K
|
8.01K
$741K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
744+ 18.73% |
$67.6K - $71.9K
|
4.72K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
732+ 0.13% |
$66.5K - $70.8K
|
585K
$54.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
731+ 11.42% |
$66.4K - $70.7K
|
7.13K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
717+ 10.02% |
$65.1K - $69.3K
|
7.88K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
706+ 0.98% |
$64.1K - $68.2K
|
72.6K
$6.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
694+ 3.32% |
$63K - $67.1K
|
21.6K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
690+ 2.11% |
$62.7K - $66.7K
|
33.4K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
687+ 28.16% |
$62.4K - $66.4K
|
3.13K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
684+ 2.38% |
$62.1K - $66.1K
|
29.5K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
676+ 1.95% |
$61.4K - $65.3K
|
35.4K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 2.96% |
$60.5K - $64.4K
|
23.2K
$2.14M
|