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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3.08K- 41.28% |
$272K - $289K
|
4.38K
$403K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.85K- 13.93% |
$164K - $174K
|
11.4K
$1.05M
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 15.56% |
$127K - $135K
|
7.81K
$720K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.3K- 92.85% |
$115K - $122K
|
100
$9.22K
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.18K- 1.56% |
$104K - $111K
|
74.3K
$6.85M
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 22.22% |
$88.5K - $93.8K
|
3.5K
$323K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-910- 10.95% |
$80.5K - $85.4K
|
7.4K
$682K
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-509- 5.87% |
$45.1K - $47.7K
|
8.16K
$753K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-485- 21.7% |
$42.9K - $45.5K
|
1.75K
$161K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-348- 3.56% |
$30.8K - $32.6K
|
9.42K
$868K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-323- 0.45% |
$28.6K - $30.3K
|
71.2K
$6.56M
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-190- 2.13% |
$16.8K - $17.8K
|
8.73K
$804K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.9% |
$13.3K - $14.1K
|
16.6K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 6.17% |
$13.3K - $14.1K
|
2.28K
$210K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-126- 0.39% |
$11.2K - $11.8K
|
32K
$2.95M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 0.54% |
$8.85K - $9.38K
|
18.6K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-79- 0.15% |
$6.99K - $7.41K
|
54.2K
$4.99M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-66- 94.29% |
$5.84K - $6.19K
|
4
$369
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 20.0% |
$4.43K - $4.69K
|
200
$18.4K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 11.9% |
$443 - $469
|
37
$3.41K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3- 0.13% |
$266 - $281
|
2.39K
$221K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.08% |
$177 - $188
|
2.46K
$227K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-51.2K- 24.59% |
$4.74M - $4.9M
|
157K
$14.5M
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-18.2K- 74.81% |
$1.68M - $1.74M
|
6.12K
$564K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 45.64% |
$1.62M - $1.67M
|
20.8K
$1.92M
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-11.7K- 67.35% |
$1.08M - $1.12M
|
5.67K
$522K
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-3.03K- 2.69% |
$281K - $290K
|
110K
$10.1M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.39K- 33.86% |
$221K - $229K
|
4.67K
$431K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.16KClosed |
$200K - $207K
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.56K- 27.05% |
$144K - $149K
|
4.21K
$388K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-986- 12.8% |
$91.2K - $94.4K
|
6.72K
$619K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-976- 76.43% |
$90.3K - $93.4K
|
301
$27.7K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-484- 12.28% |
$44.8K - $46.3K
|
3.46K
$319K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-478- 16.81% |
$44.2K - $45.8K
|
2.37K
$218K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-410- 84.19% |
$37.9K - $39.3K
|
77
$7.1K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-305- 43.82% |
$28.2K - $29.2K
|
391
$36K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-296- 1.15% |
$27.4K - $28.3K
|
25.5K
$2.35M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-176- 4.96% |
$16.3K - $16.9K
|
3.37K
$311K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-98Closed |
$9.07K - $9.38K
|
0
$0
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-75- 3.23% |
$6.94K - $7.18K
|
2.24K
$207K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 14.71% |
$5K - $5.17K
|
313
$28.9K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 7.22% |
$1.85K - $1.91K
|
257
$23.7K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-167K- 97.17% |
$15.3M - $16.1M
|
4.87K
$449K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20.5K- 21.08% |
$1.88M - $1.98M
|
76.9K
$7.09M
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5KClosed |
$458K - $482K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.11K- 10.73% |
$193K - $203K
|
17.5K
$1.61M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.64K- 10.05% |
$150K - $158K
|
14.7K
$1.35M
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 89.56% |
$139K - $146K
|
177
$16.3K
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.32K- 32.07% |
$121K - $127K
|
2.79K
$257K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-203- 6.02% |
$18.6K - $19.6K
|
3.17K
$292K
|