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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.75K- 18.97% |
$332K - $358K
|
16K
$1.53M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.36K- 95.86% |
$298K - $320K
|
145
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.12KClosed |
$188K - $202K
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.68K- 43.49% |
$149K - $161K
|
2.19K
$209K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 31.27% |
$97.4K - $105K
|
2.42K
$231K
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-975- 27.62% |
$86.5K - $93.1K
|
2.56K
$244K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-576- 1.83% |
$51.1K - $55K
|
30.9K
$2.95M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-350- 48.28% |
$31K - $33.4K
|
375
$35.8K
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-178- 6.8% |
$15.8K - $17K
|
2.44K
$233K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.58% |
$5.14K - $5.54K
|
3.62K
$345K
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-26- 8.97% |
$2.31K - $2.48K
|
264
$25.2K
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.1% |
$443 - $477
|
5.15K
$491K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-21.9K- 32.61% |
$1.98M - $2.2M
|
45.2K
$4.31M
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-12K- 38.36% |
$1.08M - $1.2M
|
19.3K
$1.84M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 44.58% |
$693K - $769K
|
9.52K
$908K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-7.22K- 12.2% |
$654K - $726K
|
52K
$4.96M
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.08K- 50.72% |
$550K - $611K
|
5.91K
$564K
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.37KClosed |
$215K - $238K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.9K- 12.26% |
$172K - $191K
|
13.6K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.34K- 20.65% |
$121K - $135K
|
5.15K
$491K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.08K- 1.82% |
$97.8K - $109K
|
58.5K
$5.58M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.04K- 96.64% |
$93.8K - $104K
|
36
$3.44K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-972- 2.88% |
$88K - $97.7K
|
32.8K
$3.13M
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-894- 19.78% |
$80.9K - $89.9K
|
3.63K
$346K
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-621- 8.12% |
$56.2K - $62.4K
|
7.03K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-539- 10.52% |
$48.8K - $54.2K
|
4.58K
$437K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-282- 3.66% |
$25.5K - $28.3K
|
7.43K
$708K
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-146- 1.59% |
$13.2K - $14.7K
|
9.06K
$865K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-129- 26.76% |
$11.7K - $13K
|
353
$33.7K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-118- 37.34% |
$10.7K - $11.9K
|
198
$18.9K
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-115- 2.82% |
$10.4K - $11.6K
|
3.96K
$378K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.17% |
$6.52K - $7.24K
|
2.2K
$210K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-71- 2.75% |
$6.43K - $7.14K
|
2.51K
$239K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-53Closed |
$4.8K - $5.33K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-547K- 99.29% |
$51.6M - $55.5M
|
3.9K
$372K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-158KClosed |
$14.9M - $16M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-90KClosed |
$8.49M - $9.13M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-79.3KClosed |
$7.49M - $8.05M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-70.6KClosed |
$6.66M - $7.16M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-53.8K- 95.83% |
$5.08M - $5.46M
|
2.34K
$223K
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
CALL |
-50KClosed |
$4.72M - $5.07M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-26.9KClosed |
$2.54M - $2.73M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-22.6K- 27.21% |
$2.14M - $2.3M
|
60.6K
$5.78M
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-21.7KClosed |
$2.05M - $2.2M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-10.9KClosed |
$1.03M - $1.1M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.64KClosed |
$910K - $978K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-8.29KClosed |
$783K - $842K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-8.28KClosed |
$781K - $840K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-8.05KClosed |
$760K - $816K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.78KClosed |
$640K - $688K
|
0
$0
|