Latest Institutional Transactions on Ishares Tr (MBB)
This table provides information on the latest institutional transactions involving Ishares Tr (MBB) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-602- 86.74% |
$51.7K - $56.9K
|
92
$8.48K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$515 - $567
|
6
$553
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
463+ 7.92% |
$39.7K - $43.8K
|
6.31K
$582K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.2K- 2.93% |
$188K - $208K
|
72.8K
$6.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$33K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 98.2% |
$155K - $170K
|
33
$3.04K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75New |
$6.44K - $7.09K
|
75
$6.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
870New |
$74.7K - $82.3K
|
870
$80.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
62New |
$5.32K - $5.86K
|
62
$5.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 584.62% |
$19.6K - $21.6K
|
267
$24.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15.6K- 4.79% |
$1.34M - $1.47M
|
310K
$28.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7New |
$601 - $662
|
7
$645
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.36K+ 31128.57% |
$374K - $412K
|
4.37K
$403K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.08K+ 6.59% |
$178K - $196K
|
33.6K
$3.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 1.45% |
$114K - $126K
|
93K
$8.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.65KNew |
$228K - $251K
|
2.65K
$244K
|
|
| Q3 2023 | |||||||
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-910- 10.95% |
$80.5K - $85.4K
|
7.4K
$682K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
117+ 1.98% |
$10.4K - $11K
|
6.04K
$556K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-485- 21.7% |
$42.9K - $45.5K
|
1.75K
$161K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.02K+ 0.28% |
$89.8K - $95.2K
|
368K
$33.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.27% |
$88.5 - $93.8
|
80
$7.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
113KNew |
$9.96M - $10.6M
|
113K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-34.4K- 20.09% |
$3.04M - $3.22M
|
137K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.35KNew |
$208K - $220K
|
2.35K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-509- 5.87% |
$45.1K - $47.7K
|
8.16K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.18K- 1.56% |
$104K - $111K
|
74.3K
$6.85M
|
|
|
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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 20.0% |
$4.43K - $4.69K
|
200
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-300K- 37.5% |
$26.6M - $28.1M
|
500K
$46.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
54K+ 158.82% |
$4.78M - $5.07M
|
88K
$8.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
1.75MNew |
$155M - $164M
|
1.75M
$161M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-66- 94.29% |
$5.84K - $6.19K
|
4
$369
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
5.89K+ 6.77% |
$521K - $552K
|
92.9K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.4KNew |
$1.45M - $1.54M
|
16.4K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.85K- 13.93% |
$164K - $174K
|
11.4K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
500New |
$44.3K - $46.9K
|
500
$46.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.77K+ 44.22% |
$599K - $635K
|
22.1K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-98.9KClosed |
$8.75M - $9.28M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16.1K- 39.09% |
$1.43M - $1.51M
|
25.2K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.27KNew |
$201K - $213K
|
2.27K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 22.22% |
$88.5K - $93.8K
|
3.5K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 0.54% |
$8.85K - $9.38K
|
18.6K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$1.12M - $1.19M
|
12.7K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-190- 2.13% |
$16.8K - $17.8K
|
8.73K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-348- 3.56% |
$30.8K - $32.6K
|
9.42K
$868K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
147+ 2.16% |
$13K - $13.8K
|
6.96K
$642K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
232+ 2.72% |
$20.5K - $21.8K
|
8.77K
$808K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$1.42K - $1.5K
|
16
$1.47K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.08% |
$177 - $188
|
2.46K
$227K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.66K - $2.81K
|
30
$2.77K
|
|