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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$642 - $675
|
7
$640
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
37+ 4.7% |
$3.39K - $3.57K
|
824
$75.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
395New |
$36.2K - $38.1K
|
395
$36.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
428+ 15.15% |
$39.2K - $41.3K
|
3.25K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
117New |
$10.7K - $11.3K
|
117
$10.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-111- 1.07% |
$10.2K - $10.7K
|
10.3K
$940K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-58- 1.51% |
$5.32K - $5.59K
|
3.78K
$345K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$3.67K - $3.86K
|
40
$3.66K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.32K- 32.07% |
$121K - $127K
|
2.79K
$255K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.1KNew |
$101K - $106K
|
1.1K
$101K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37K+ 145.27% |
$3.39M - $3.57M
|
62.5K
$5.71M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.2K+ 113.51% |
$372K - $401K
|
7.9K
$722K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.32KClosed |
$383K - $413K
|
0
$0
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.34KNew |
$208K - $224K
|
2.34K
$214K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
122New |
$10.8K - $11.6K
|
122
$11.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.8KNew |
$1.76M - $1.89M
|
19.8K
$1.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
96New |
$8.51K - $9.16K
|
96
$8.78K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.82KNew |
$339K - $365K
|
3.82K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
566+ 8.08% |
$50.2K - $54K
|
7.57K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-20.6K- 78.85% |
$1.83M - $1.97M
|
5.53K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.12KClosed |
$188K - $202K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
22.5KNew |
$1.99M - $2.14M
|
22.5K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
23New |
$2.04K - $2.2K
|
23
$2.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
756New |
$67K - $72.2K
|
756
$69.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71.9KNew |
$6.38M - $6.86M
|
71.9K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
15.6KNew |
$1.38M - $1.49M
|
15.6K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.9KNew |
$3.89M - $4.19M
|
43.9K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.3K - $14.3K
|
150
$13.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.12K+ 20.22% |
$188K - $202K
|
12.6K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
113New |
$10K - $10.8K
|
113
$10.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.21KNew |
$373K - $402K
|
4.21K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
135+ 80.84% |
$12K - $12.9K
|
302
$27.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.34KNew |
$473K - $509K
|
5.34K
$488K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$3.55K - $3.82K
|
40
$3.66K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-975- 27.62% |
$86.5K - $93.1K
|
2.56K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.9KNew |
$1.14M - $1.23M
|
12.9K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
26.2KNew |
$2.33M - $2.5M
|
26.2K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
92.2KNew |
$8.17M - $8.8M
|
92.2K
$8.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.1K+ 568.84% |
$1.25M - $1.35M
|
16.6K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-350- 48.28% |
$31K - $33.4K
|
375
$34.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 31.27% |
$97.4K - $105K
|
2.42K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.27KNew |
$290K - $312K
|
3.27K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
587New |
$52K - $56K
|
587
$53.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
103K+ 717.02% |
$9.12M - $9.82M
|
117K
$10.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.57KNew |
$227K - $245K
|
2.57K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
1.65K+ 22.3% |
$146K - $157K
|
9.05K
$828K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.77KNew |
$423K - $455K
|
4.77K
$436K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-26.8K- 82.25% |
$2.38M - $2.56M
|
5.78K
$529K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.03K+ 66.75% |
$91.7K - $98.7K
|
2.58K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-98.5K- 92.81% |
$8.73M - $9.4M
|
7.63K
$697K
|
|