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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.5K+ 102.49% |
$1.03M - $1.07M
|
22.8K
$2.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.9K+ 8.24% |
$975K - $1.01M
|
143K
$13.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 6.97% |
$967K - $1M
|
166K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10.8K+ 9.43% |
$966K - $1M
|
125K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2K+ 26.43% |
$915K - $948K
|
48.9K
$4.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.1K+ 6.55% |
$899K - $931K
|
163K
$15.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.5K+ 3.87% |
$849K - $880K
|
255K
$23.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
9.42KNew |
$842K - $873K
|
9.42K
$868K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.04KNew |
$808K - $837K
|
9.04K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.84K+ 40.16% |
$791K - $819K
|
30.9K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 68.97% |
$768K - $795K
|
21K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8.57KNew |
$766K - $794K
|
8.57K
$789K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.52K+ 44.45% |
$762K - $789K
|
27.7K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
8.28K+ 21.41% |
$740K - $767K
|
47K
$4.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.95K+ 41.4% |
$711K - $737K
|
27.2K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.73K+ 50.68% |
$691K - $716K
|
23K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.71KNew |
$689K - $714K
|
7.71K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.35K+ 4.03% |
$657K - $681K
|
190K
$17.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.21KNew |
$644K - $667K
|
7.21K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.15K+ 4496.23% |
$639K - $662K
|
7.31K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.07K+ 51.28% |
$632K - $655K
|
20.9K
$1.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.9KNew |
$617K - $639K
|
6.9K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.85KNew |
$613K - $635K
|
6.85K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.67K+ 8.23% |
$596K - $618K
|
87.7K
$8.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.36K+ 75.51% |
$569K - $590K
|
14.8K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.26K+ 25.96% |
$560K - $580K
|
30.4K
$2.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.2K+ 20.8% |
$554K - $574K
|
36K
$3.32M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.2KNew |
$554K - $574K
|
6.2K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.13K+ 94.25% |
$548K - $568K
|
12.6K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.09K+ 37.12% |
$545K - $564K
|
22.5K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.08K+ 11.34% |
$544K - $563K
|
59.7K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 21.99% |
$528K - $547K
|
32.8K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.7K+ 10.36% |
$510K - $528K
|
60.8K
$5.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.61K+ 194.25% |
$501K - $520K
|
8.5K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.59K+ 6.33% |
$500K - $518K
|
93.9K
$8.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.54KNew |
$496K - $513K
|
5.54K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.32K+ 2.25% |
$476K - $493K
|
241K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.32K+ 35.11% |
$475K - $493K
|
20.5K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.07KNew |
$453K - $469K
|
5.07K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
5K+ 32.26% |
$447K - $463K
|
20.5K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.9K+ 9.46% |
$438K - $454K
|
56.7K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.83K+ 4.56% |
$432K - $447K
|
111K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.53K+ 204.7% |
$405K - $419K
|
6.74K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 15.68% |
$403K - $418K
|
33.3K
$3.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.39KNew |
$393K - $407K
|
4.39K
$404K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.2K+ 1.43% |
$375K - $389K
|
297K
$27.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.18KNew |
$374K - $387K
|
4.18K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.16K+ 8.17% |
$372K - $385K
|
55K
$5.07M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
4.11K+ 2.58% |
$367K - $381K
|
163K
$15M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.01KNew |
$359K - $372K
|
4.01K
$370K
|