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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-176- 4.96% |
$16.3K - $16.9K
|
3.37K
$317K
|
|
|
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
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 14.71% |
$5K - $5.17K
|
313
$29.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-20- 7.22% |
$1.85K - $1.91K
|
257
$24.1K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-167K- 97.17% |
$15.3M - $16.1M
|
4.87K
$458K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20.5K- 21.08% |
$1.88M - $1.98M
|
76.9K
$7.22M
|
|
|
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
$1.65M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.64K- 10.05% |
$150K - $158K
|
14.7K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 89.56% |
$139K - $146K
|
177
$16.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.32K- 32.07% |
$121K - $127K
|
2.79K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-203- 6.02% |
$18.6K - $19.6K
|
3.17K
$298K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-127- 4.19% |
$11.6K - $12.2K
|
2.9K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-111- 1.07% |
$10.2K - $10.7K
|
10.3K
$966K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-110- 50.0% |
$10.1K - $10.6K
|
110
$10.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-58- 1.51% |
$5.32K - $5.59K
|
3.78K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-54- 2.23% |
$4.95K - $5.21K
|
2.37K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-30- 9.4% |
$2.75K - $2.89K
|
289
$27.1K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 78.13% |
$2.29K - $2.41K
|
7
$658
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-98.5K- 92.81% |
$8.73M - $9.4M
|
7.63K
$716K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-26.8K- 82.25% |
$2.38M - $2.56M
|
5.78K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-20.6K- 78.85% |
$1.83M - $1.97M
|
5.53K
$520K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.79K- 48.39% |
$691K - $743K
|
8.31K
$780K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.56K- 48.63% |
$671K - $722K
|
7.99K
$750K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-7.02K- 13.5% |
$623K - $670K
|
45K
$4.23M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.32KClosed |
$383K - $413K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.75K- 18.97% |
$332K - $358K
|
16K
$1.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.36K- 95.86% |
$298K - $320K
|
145
$13.6K
|
|
|
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
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 31.27% |
$97.4K - $105K
|
2.42K
$227K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-975- 27.62% |
$86.5K - $93.1K
|
2.56K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-576- 1.83% |
$51.1K - $55K
|
30.9K
$2.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-350- 48.28% |
$31K - $33.4K
|
375
$35.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-178- 6.8% |
$15.8K - $17K
|
2.44K
$229K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.58% |
$5.14K - $5.54K
|
3.62K
$340K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-26- 8.97% |
$2.31K - $2.48K
|
264
$24.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.1% |
$443 - $477
|
5.15K
$483K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-21.9K- 32.61% |
$1.98M - $2.2M
|
45.2K
$4.25M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-12K- 38.36% |
$1.08M - $1.2M
|
19.3K
$1.81M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.65K- 44.58% |
$693K - $769K
|
9.52K
$894K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-7.22K- 12.2% |
$654K - $726K
|
52K
$4.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.08K- 50.72% |
$550K - $611K
|
5.91K
$555K
|
|
|
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
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.34K- 20.65% |
$121K - $135K
|
5.15K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.08K- 1.82% |
$97.8K - $109K
|
58.5K
$5.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.04K- 96.64% |
$93.8K - $104K
|
36
$3.38K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-972- 2.88% |
$88K - $97.7K
|
32.8K
$3.08M
|
|