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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$370 - $383
|
4
$369
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$2.16M - $2.24M
|
23.4K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
904New |
$83.7K - $86.5K
|
904
$83.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-54- 14.71% |
$5K - $5.17K
|
313
$28.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.45KNew |
$227K - $235K
|
2.45K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64.1KNew |
$5.93M - $6.14M
|
64.1K
$5.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-976- 76.43% |
$90.3K - $93.4K
|
301
$27.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-176- 4.96% |
$16.3K - $16.9K
|
3.37K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
182K+ 9.95% |
$16.8M - $17.4M
|
2.01M
$185M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
270New |
$25K - $25.8K
|
270
$24.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
544New |
$50.3K - $52.1K
|
544
$50.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
99New |
$9.16K - $9.48K
|
99
$9.13K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103New |
$9.53K - $9.86K
|
103
$9.49K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.63KNew |
$243K - $251K
|
2.63K
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
218New |
$20.2K - $20.9K
|
218
$20.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.8KNew |
$259K - $268K
|
2.8K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
117New |
$10.8K - $11.2K
|
117
$10.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
132New |
$12.2K - $12.6K
|
132
$12.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.22KNew |
$391K - $404K
|
4.22K
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221New |
$20.5K - $21.2K
|
221
$20.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-410- 84.19% |
$37.9K - $39.3K
|
77
$7.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-484- 12.28% |
$44.8K - $46.3K
|
3.46K
$319K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.82KNew |
$446K - $461K
|
4.82K
$444K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-75- 3.23% |
$6.94K - $7.18K
|
2.24K
$207K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 200.0% |
$185 - $191
|
3
$277
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 1.9% |
$370 - $383
|
215
$19.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5New |
$463 - $479
|
5
$461
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.48KNew |
$414K - $428K
|
4.48K
$413K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
860K+ 27.79% |
$79.6M - $82.4M
|
3.96M
$365M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 45.64% |
$1.62M - $1.67M
|
20.8K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-296- 1.15% |
$27.4K - $28.3K
|
25.5K
$2.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
249New |
$23K - $23.8K
|
249
$23K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$92.5 - $95.7
|
742
$68.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-986- 12.8% |
$91.2K - $94.4K
|
6.72K
$619K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-18.2K- 74.81% |
$1.68M - $1.74M
|
6.12K
$564K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.89KNew |
$267K - $277K
|
2.89K
$266K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
682New |
$63.1K - $65.3K
|
682
$62.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
242K+ 120.67% |
$22.4M - $23.2M
|
442K
$40.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-305- 43.82% |
$28.2K - $29.2K
|
391
$36K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
46+ 2.11% |
$4.26K - $4.4K
|
2.22K
$205K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.5K+ 15.39% |
$1.8M - $1.86M
|
146K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
2.17KNew |
$201K - $207K
|
2.17K
$200K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
60New |
$5.55K - $5.74K
|
60
$5.53K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.39K- 33.86% |
$221K - $229K
|
4.67K
$431K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-11.7K- 67.35% |
$1.08M - $1.12M
|
5.67K
$522K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.56K- 27.05% |
$144K - $149K
|
4.21K
$388K
|
|
| Q1 2023 | |||||||
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5KClosed |
$458K - $482K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
50.6K+ 24.54% |
$4.64M - $4.88M
|
257K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
32K+ 25.93% |
$2.93M - $3.09M
|
155K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
23.3K+ 3.93% |
$2.14M - $2.25M
|
617K
$56.8M
|
|