Latest Institutional Sells of Ishares Tr (MBB)
This list provides information on the latest institutional transactions involving Ishares Tr (MBB) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.92KClosed |
$529K - $548K
|
0
$0
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.25KClosed |
$201K - $208K
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.97K- 39.87% |
$176K - $182K
|
2.97K
$277K
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 31.79% |
$94.1K - $97.5K
|
2.26K
$211K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-607- 14.54% |
$54.3K - $56.2K
|
3.57K
$334K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-470- 81.88% |
$42K - $43.5K
|
104
$9.72K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-290- 90.06% |
$25.9K - $26.9K
|
32
$2.99K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-208- 25.09% |
$18.6K - $19.3K
|
621
$58K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-62- 2.27% |
$5.54K - $5.74K
|
2.67K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-56- 47.46% |
$5.01K - $5.19K
|
62
$5.8K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 0.81% |
$2.41K - $2.5K
|
3.31K
$309K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-26- 59.09% |
$2.32K - $2.41K
|
18
$1.68K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-24- 1.95% |
$2.15K - $2.22K
|
1.21K
$113K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14- 50.0% |
$1.25K - $1.3K
|
14
$1.31K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3- 0.01% |
$268 - $278
|
24.9K
$2.33M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3- 8.11% |
$268 - $278
|
34
$3.18K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-92.1K- 1.69% |
$8.4M - $8.65M
|
5.37M
$502M
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-58.2K- 72.21% |
$5.31M - $5.47M
|
22.4K
$2.09M
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-30.8K- 88.82% |
$2.81M - $2.9M
|
3.88K
$362K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-24.5K- 83.28% |
$2.24M - $2.31M
|
4.93K
$461K
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-14.7K- 37.09% |
$1.34M - $1.38M
|
25K
$2.33M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.4K- 74.86% |
$1.04M - $1.07M
|
3.82K
$357K
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-8.79K- 62.73% |
$802K - $826K
|
5.22K
$488K
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-4.7K- 99.45% |
$429K - $442K
|
26
$2.43K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.92K- 45.68% |
$358K - $368K
|
4.66K
$436K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.57K- 15.21% |
$234K - $241K
|
14.3K
$1.34M
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.27K- 39.8% |
$207K - $213K
|
3.43K
$321K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.08K- 18.41% |
$189K - $195K
|
9.2K
$860K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.16K- 27.99% |
$106K - $109K
|
2.99K
$279K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-841- 15.68% |
$76.7K - $79K
|
4.52K
$423K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-412- 9.01% |
$37.6K - $38.7K
|
4.16K
$389K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-243- 52.15% |
$22.2K - $22.8K
|
223
$20.8K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-200- 13.33% |
$18.2K - $18.8K
|
1.3K
$122K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-100- 50.0% |
$9.12K - $9.4K
|
100
$9.35K
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-95- 1.79% |
$8.66K - $8.93K
|
5.21K
$487K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 2.33% |
$5.75K - $5.92K
|
2.64K
$247K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-54- 4.78% |
$4.92K - $5.07K
|
1.08K
$101K
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38- 0.08% |
$3.47K - $3.57K
|
47.9K
$4.47M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14- 50.0% |
$1.28K - $1.32K
|
14
$1.31K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-12- 17.91% |
$1.09K - $1.13K
|
55
$5.14K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-10- 0.36% |
$912 - $940
|
2.75K
$257K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-389K- 41.48% |
$33.4M - $36.8M
|
549K
$51.3M
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-39.5KClosed |
$3.39M - $3.74M
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-16.1K- 34.25% |
$1.38M - $1.52M
|
30.8K
$2.88M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15.6K- 4.79% |
$1.34M - $1.47M
|
310K
$28.9M
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 15.48% |
$335K - $369K
|
21.3K
$1.99M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.9K- 15.48% |
$335K - $369K
|
21.3K
$1.99M
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.2K- 2.93% |
$188K - $208K
|
72.8K
$6.8M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 98.2% |
$155K - $170K
|
33
$3.08K
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.23K- 34.19% |
$106K - $116K
|
2.37K
$221K
|