Latest Institutional Transactions on Ishares Tr (GBF)
This table provides information on the latest institutional transactions involving Ishares Tr (GBF) 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 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.7KNew |
$948K - $1.03M
|
9.7K
$996K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
1.99KNew |
$195K - $211K
|
1.99K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20New |
$1.95K - $2.11K
|
20
$2.05K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
98New |
$9.57K - $10.4K
|
98
$10.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.17KNew |
$799K - $864K
|
8.17K
$839K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 51.04% |
$212K - $230K
|
2.09K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
165New |
$16.1K - $17.4K
|
165
$16.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-263- 1.84% |
$25.7K - $27.8K
|
14K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
51+ 1.28% |
$4.98K - $5.39K
|
4.02K
$413K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
190+ 3.53% |
$18.6K - $20.1K
|
5.58K
$573K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-570- 3.7% |
$56.9K - $59.5K
|
14.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.84KNew |
$283K - $296K
|
2.84K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$699 - $731
|
7
$719
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-271- 35.38% |
$27.1K - $28.3K
|
495
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-863- 14.29% |
$86.2K - $90.1K
|
5.18K
$531K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.74KNew |
$373K - $390K
|
3.74K
$384K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
150New |
$15K - $15.7K
|
150
$15.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01KNew |
$700K - $733K
|
7.01K
$720K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
346New |
$34.6K - $36.1K
|
346
$35.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.83KNew |
$283K - $296K
|
2.83K
$291K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
429KNew |
$42.9M - $44.8M
|
429K
$44.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
299New |
$29.9K - $31.2K
|
299
$30.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.58KNew |
$257K - $269K
|
2.58K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
585KNew |
$58.4M - $61.1M
|
585K
$60.1M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.59KNew |
$259K - $271K
|
2.59K
$266K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-603- 72.56% |
$60.2K - $63K
|
228
$23.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.38K- 28.09% |
$338K - $353K
|
8.65K
$889K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.91KNew |
$290K - $303K
|
2.91K
$298K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.45KNew |
$445K - $465K
|
4.45K
$457K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.81KNew |
$680K - $711K
|
6.81K
$699K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.65KNew |
$264K - $276K
|
2.65K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5.64KNew |
$563K - $589K
|
5.64K
$579K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.4KNew |
$145K - $149K
|
1.4K
$144K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-294- 12.44% |
$30.4K - $31.4K
|
2.07K
$213K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.77KNew |
$286K - $295K
|
2.77K
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
56New |
$5.79K - $5.97K
|
56
$5.75K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-226- 10.38% |
$23.1K - $24.1K
|
1.95K
$200K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-33- 0.27% |
$3.37K - $3.52K
|
12.2K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.86% |
$2.86K - $2.99K
|
3.24K
$332K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
305New |
$30.3K - $32.2K
|
305
$31.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
852New |
$84.6K - $90K
|
852
$87.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
129+ 100.0% |
$12.8K - $13.6K
|
258
$26.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-183- 10.55% |
$18.2K - $19.3K
|
1.55K
$159K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
77New |
$7.65K - $8.13K
|
77
$7.91K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$99.3 - $106
|
186
$19.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
275New |
$27.3K - $29K
|
275
$28.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
449New |
$44.6K - $47.4K
|
449
$46.1K
|
|
| Q3 2022 | |||||||
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.34KClosed |
$236K - $257K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
718New |
$72.6K - $79K
|
718
$73.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
50New |
$5.06K - $5.5K
|
50
$5.13K
|
|