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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-17.5K- 45.64% |
$1.62M - $1.67M
|
20.8K
$1.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-296- 1.15% |
$27.4K - $28.3K
|
25.5K
$2.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
249New |
$23K - $23.8K
|
249
$23.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$92.5 - $95.7
|
742
$69.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-986- 12.8% |
$91.2K - $94.4K
|
6.72K
$628K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-18.2K- 74.81% |
$1.68M - $1.74M
|
6.12K
$572K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.89KNew |
$267K - $277K
|
2.89K
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
682New |
$63.1K - $65.3K
|
682
$63.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
242K+ 120.67% |
$22.4M - $23.2M
|
442K
$41.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-305- 43.82% |
$28.2K - $29.2K
|
391
$36.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
46+ 2.11% |
$4.26K - $4.4K
|
2.22K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.5K+ 15.39% |
$1.8M - $1.86M
|
146K
$13.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
2.17KNew |
$201K - $207K
|
2.17K
$203K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
60New |
$5.55K - $5.74K
|
60
$5.61K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.39K- 33.86% |
$221K - $229K
|
4.67K
$437K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-11.7K- 67.35% |
$1.08M - $1.12M
|
5.67K
$530K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.56K- 27.05% |
$144K - $149K
|
4.21K
$394K
|
|
| 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
$24M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
32K+ 25.93% |
$2.93M - $3.09M
|
155K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
23.3K+ 3.93% |
$2.14M - $2.25M
|
617K
$57.7M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 78.13% |
$2.29K - $2.41K
|
7
$655
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
24.2KNew |
$2.22M - $2.33M
|
24.2K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
376+ 84.3% |
$34.5K - $36.3K
|
822
$76.9K
|
|
|
May 15, 2023
Q1 2023
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
180KNew |
$16.5M - $17.3M
|
180K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.15K+ 15.99% |
$289K - $304K
|
22.9K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
126KNew |
$11.6M - $12.2M
|
126K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.1KNew |
$376K - $395K
|
4.1K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
CALL |
39.5KNew |
$3.62M - $3.81M
|
39.5K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.11K- 10.73% |
$193K - $203K
|
17.5K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-54- 2.23% |
$4.95K - $5.21K
|
2.37K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
974New |
$89.3K - $93.9K
|
974
$91.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
101New |
$9.26K - $9.74K
|
101
$9.45K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
522New |
$47.9K - $50.3K
|
522
$48.8K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.88MNew |
$173M - $182M
|
1.88M
$176M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-203- 6.02% |
$18.6K - $19.6K
|
3.17K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.65K - $1.74K
|
18
$1.68K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
255New |
$23.4K - $24.6K
|
255
$23.9K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-110- 50.0% |
$10.1K - $10.6K
|
110
$10.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$91.7 - $96.5
|
1
$93.6
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
775+ 2.98% |
$71.1K - $74.7K
|
26.8K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-167K- 97.17% |
$15.3M - $16.1M
|
4.87K
$456K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-127- 4.19% |
$11.6K - $12.2K
|
2.9K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.64K- 10.05% |
$150K - $158K
|
14.7K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5New |
$459 - $482
|
5
$468
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 40.89% |
$170K - $179K
|
6.39K
$598K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.98KNew |
$274K - $288K
|
2.98K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20.5K- 21.08% |
$1.88M - $1.98M
|
76.9K
$7.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$642 - $675
|
7
$655
|
|