Latest Institutional Transactions on J P Morgan Exchg Traded Fd (BBUS)
This table provides information on the latest institutional transactions involving J P Morgan Exchg Traded Fd (BBUS) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-509- 5.71% |
$52.2K - $56.1K
|
8.4K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
480K+ 23263.37% |
$49.2M - $52.9M
|
482K
$52.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.46KNew |
$457K - $491K
|
4.46K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 71.64% |
$18.5M - $19.9M
|
71.6K
$7.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-41.2K- 7.41% |
$4.22M - $4.54M
|
515K
$56M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
101KNew |
$10.4M - $11.1M
|
101K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-84- 3.15% |
$8.61K - $9.25K
|
2.59K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
396KNew |
$40.6M - $43.6M
|
396K
$43.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
109New |
$11.2K - $12K
|
109
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
261KNew |
$26.7M - $28.7M
|
261K
$28.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
107K+ 9.7% |
$11M - $11.8M
|
1.21M
$132M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
335New |
$34.3K - $36.9K
|
335
$36.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-284- 3.51% |
$29.1K - $31.3K
|
7.8K
$849K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-895- 2.57% |
$91.7K - $98.6K
|
33.9K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$102 - $110
|
1
$109
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$820 - $881
|
8
$871
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 7.31% |
$120K - $129K
|
14.9K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 0.38% |
$8.61K - $9.25K
|
21.7K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 12.01% |
$382K - $411K
|
34.8K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22New |
$2.25K - $2.42K
|
22
$2.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.06K+ 85.39% |
$620K - $667K
|
13.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
96.8KNew |
$9.92M - $10.7M
|
96.8K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 71.01% |
$249K - $268K
|
5.85K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$3.38K - $3.64K
|
33
$3.59K
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
463KNew |
$47.4M - $51M
|
463K
$50.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
24+ 0.4% |
$2.46K - $2.64K
|
6.01K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.49K+ 16.39% |
$972K - $1.05M
|
67.4K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
347+ 5.0% |
$35.6K - $38.2K
|
7.28K
$793K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.71% |
$1.64K - $1.76K
|
2.28K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 10.48% |
$215K - $231K
|
22.1K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 1.29% |
$4.82K - $5.18K
|
3.69K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.53K- 0.85% |
$259K - $278K
|
295K
$32.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.29% |
$205 - $220
|
680
$74K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-362K- 96.28% |
$37.1M - $39.9M
|
14K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 0.43% |
$6.05K - $6.5K
|
13.9K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
744+ 13.57% |
$76.2K - $82K
|
6.23K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.39K- 16.09% |
$142K - $153K
|
7.24K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.76KNew |
$180K - $194K
|
1.76K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
13+ 0.54% |
$1.33K - $1.43K
|
2.43K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.3K+ 35.72% |
$7.2M - $7.75M
|
267K
$29.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.54K+ 3.32% |
$260K - $279K
|
78.8K
$8.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.38% |
$1.23K - $1.32K
|
3.15K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.33K+ 7.57% |
$136K - $146K
|
18.9K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.38% |
$307 - $331
|
215
$23.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03K+ 29.01% |
$105K - $113K
|
4.57K
$497K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730New |
$74.8K - $80.4K
|
730
$79.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 8.61% |
$3.23M - $3.47M
|
398K
$43.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84K+ 15.78% |
$291K - $313K
|
20.9K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 17.67% |
$157K - $169K
|
10.2K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.1K+ 686.22% |
$7.19M - $7.73M
|
80.4K
$8.75M
|