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 16, 2021
Q2 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-8.04KClosed |
$868K - $875K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-4.51KClosed |
$486K - $491K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-13.3KClosed |
$1.44M - $1.45M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-42.5KClosed |
$4.59M - $4.63M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-221Closed |
$23.8K - $24.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.71KClosed |
$293K - $295K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Davidson Trust CO
|
SELL
|
- |
-2.92KClosed |
$315K - $318K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
372+ 3.26% |
$40.1K - $40.5K
|
11.8K
$1.08M
|
|
|
Aug 10, 2021
Q2 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-76.8KClosed |
$8.29M - $8.36M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-150Closed |
$16.2K - $16.3K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-800Closed |
$86.3K - $87.1K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-4Closed |
$432 - $435
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
185+ 19.68% |
$20K - $20.1K
|
1.13K
$103K
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-78Closed |
$8.42K - $8.49K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
304+ 89.68% |
$32.8K - $33.1K
|
643
$58.8K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-396Closed |
$42.7K - $43.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.41K- 89.19% |
$368K - $371K
|
413
$37.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-74Closed |
$7.99K - $8.06K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3KClosed |
$324K - $327K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.63KNew |
$284K - $287K
|
2.63K
$241K
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-276Closed |
$29.8K - $30K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-24Closed |
$2.59K - $2.61K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-341- 75.28% |
$36.8K - $37.1K
|
112
$10.2K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-39Closed |
$4.21K - $4.25K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.77KClosed |
$839K - $846K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-5Closed |
$540 - $544
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.62KNew |
$391K - $394K
|
3.62K
$331K
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-739Closed |
$79.7K - $80.4K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.42KClosed |
$261K - $263K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-10KClosed |
$1.08M - $1.09M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.1KClosed |
$552K - $562K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.96KClosed |
$537K - $547K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.04KClosed |
$762K - $776K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.63KClosed |
$393K - $400K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.99KClosed |
$216K - $220K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-126Closed |
$13.6K - $13.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-21KClosed |
$2.27M - $2.31M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$1.32M - $1.34M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.96KClosed |
$212K - $216K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-102Closed |
$11K - $11.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
60New |
$6.5K - $6.62K
|
60
$5.49K
|
|
|
May 13, 2021
Q1 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-512KClosed |
$55.5M - $56.5M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.42KClosed |
$154K - $157K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-559Closed |
$60.6K - $61.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
910+ 24.53% |
$98.6K - $100K
|
4.62K
$422K
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-3.31KClosed |
$359K - $365K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-41Closed |
$4.44K - $4.52K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.07KClosed |
$224K - $228K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-236Closed |
$25.6K - $26K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-396Closed |
$42.9K - $43.7K
|
0
$0
|
|