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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-146- 1.59% |
$13.2K - $14.7K
|
9.06K
$847K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
145New |
$13.1K - $14.6K
|
145
$13.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1K+ 50.0% |
$90.5K - $101K
|
3K
$281K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$543 - $603
|
6
$561
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-7.22K- 12.2% |
$654K - $726K
|
52K
$4.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$435K - $484K
|
4.81K
$450K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
30New |
$2.72K - $3.02K
|
30
$2.81K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.83KNew |
$618K - $687K
|
6.83K
$639K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
3.38KNew |
$306K - $340K
|
3.38K
$316K
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.9K- 12.26% |
$172K - $191K
|
13.6K
$1.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$90.5 - $101
|
1
$93.5
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$815 - $905
|
9
$842
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-129- 26.76% |
$11.7K - $13K
|
353
$33K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.15KNew |
$375K - $417K
|
4.15K
$388K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
38+ 0.57% |
$3.44K - $3.82K
|
6.69K
$626K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.3KNew |
$480K - $533K
|
5.3K
$495K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
46New |
$4.16K - $4.62K
|
46
$4.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
48+ 154.84% |
$4.34K - $4.83K
|
79
$7.39K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-21.9K- 32.61% |
$1.98M - $2.2M
|
45.2K
$4.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 0.8% |
$125K - $139K
|
174K
$16.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.17% |
$6.52K - $7.24K
|
2.2K
$206K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-894- 19.78% |
$80.9K - $89.9K
|
3.63K
$339K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-12K- 38.36% |
$1.08M - $1.2M
|
19.3K
$1.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.04K- 96.64% |
$93.8K - $104K
|
36
$3.37K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
280New |
$25.3K - $28.1K
|
280
$26.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
201+ 1.11% |
$18.2K - $20.2K
|
18.3K
$1.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-972- 2.88% |
$88K - $97.7K
|
32.8K
$3.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-6.08K- 50.72% |
$550K - $611K
|
5.91K
$552K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-259Closed |
$24.4K - $26.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-8.05KClosed |
$760K - $816K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.43K- 51.46% |
$230K - $247K
|
2.3K
$215K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46Closed |
$4.34K - $4.67K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450Closed |
$42.5K - $45.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-547K- 99.29% |
$51.6M - $55.5M
|
3.9K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.3K+ 491.9% |
$1.35M - $1.45M
|
17.2K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.07K- 5.04% |
$479K - $515K
|
95.5K
$8.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$94.4 - $101
|
1
$93.5
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-415- 15.74% |
$39.2K - $42.1K
|
2.22K
$208K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.2KClosed |
$3.42M - $3.67M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.96KClosed |
$469K - $504K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-54- 73.97% |
$5.1K - $5.48K
|
19
$1.78K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20+ 0.94% |
$1.89K - $2.03K
|
2.15K
$201K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-158KClosed |
$14.9M - $16M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.55KClosed |
$241K - $259K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-53.8K- 95.83% |
$5.08M - $5.46M
|
2.34K
$219K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.25KClosed |
$307K - $330K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.07KNew |
$479K - $515K
|
5.07K
$474K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-361Closed |
$34.1K - $36.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-21.7KClosed |
$2.05M - $2.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
CALL |
-50KClosed |
$4.72M - $5.07M
|
0
$0
|
|