Latest Institutional Transactions on Jp Morgan ETF Tr Betabuilders (BBRE)
This table provides information on the latest institutional transactions involving Jp Morgan ETF Tr Betabuilders (BBRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 3.6% |
$329 - $379
|
115
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
140New |
$11.5K - $13.3K
|
140
$13.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9New |
$739 - $852
|
9
$844
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1New |
$82.1 - $94.7
|
1
$93.8
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 3.7% |
$575 - $663
|
182
$17.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-221- 19.17% |
$18.2K - $20.9K
|
932
$87.4K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
12New |
$1.08K - $1.18K
|
12
$1.13K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
117+ 118.18% |
$10.6K - $11.5K
|
216
$20.3K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.12K- 50.77% |
$101K - $111K
|
1.09K
$102K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7New |
$631 - $689
|
7
$657
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$361 - $394
|
4
$375
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
61New |
$5.5K - $6.01K
|
61
$5.72K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
32New |
$2.89K - $3.15K
|
32
$3K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-281K- 99.18% |
$25.4M - $27.7M
|
2.34K
$220K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$9.96K - $11.1K
|
108
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-9.71K- 4.86% |
$896K - $1M
|
190K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-220- 92.05% |
$20.3K - $22.7K
|
19
$1.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
50New |
$4.61K - $5.15K
|
50
$4.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
62New |
$5.72K - $6.39K
|
62
$5.82K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
18.9KNew |
$1.74M - $1.95M
|
18.9K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
12New |
$1.11K - $1.24K
|
12
$1.13K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-71- 3.21% |
$6.55K - $7.31K
|
2.14K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.84KNew |
$723K - $808K
|
7.84K
$736K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$242K - $286K
|
2.79K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 58.5% |
$157K - $185K
|
4.89K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.6KNew |
$3.44M - $4.06M
|
39.6K
$3.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
2.2KNew |
$191K - $225K
|
2.2K
$206K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.33KNew |
$197K - $210K
|
2.33K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
592+ 10.18% |
$50K - $53.4K
|
6.41K
$601K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150New |
$12.7K - $13.5K
|
150
$14.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.57KNew |
$186K - $233K
|
2.57K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
283New |
$20.6K - $25.7K
|
283
$26.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.39KNew |
$174K - $217K
|
2.39K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-777- 18.17% |
$56.4K - $70.6K
|
3.5K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$1.82K - $2.27K
|
25
$2.35K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.79KNew |
$291K - $335K
|
3.79K
$355K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$3.84K - $4.42K
|
50
$4.69K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.34K- 26.95% |
$423K - $454K
|
14.5K
$1.36M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
333+ 4.95% |
$25.5K - $30.9K
|
7.06K
$662K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.96K- 32.09% |
$150K - $182K
|
4.14K
$388K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150New |
$11.5K - $13.9K
|
150
$14.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.11KNew |
$161K - $196K
|
2.11K
$198K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$75.2 - $86.8
|
1
$93.8
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400New |
$30.1K - $34.7K
|
400
$37.5K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
249K+ 490.39% |
$19.2M - $24.5M
|
299K
$28.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-50- 59.52% |
$3.86K - $4.93K
|
34
$3.19K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.79KNew |
$319K - $417K
|
3.79K
$355K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.02KClosed |
$339K - $442K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.14K- 37.33% |
$180K - $235K
|
3.59K
$337K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5Closed |
$421 - $550
|
0
$0
|
|