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 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-30Closed |
$3.25K - $3.31K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-192Closed |
$20.8K - $21.2K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-2KClosed |
$216K - $220K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-149Closed |
$16.1K - $16.4K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-217Closed |
$23.5K - $23.9K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.96K- 18.4% |
$325K - $326K
|
13.1K
$1.22M
|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.7KClosed |
$1.18M - $1.18M
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-144Closed |
$15.8K - $15.9K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75Closed |
$8.24K - $8.27K
|
0
$0
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.3KClosed |
$2.01M - $2.02M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
819New |
$90K - $90.3K
|
819
$75.8K
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.72M - $1.72M
|
15.6K
$1.45M
|
|
Feb 16, 2021
Q4 2020
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.03KClosed |
$443K - $444K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.09KClosed |
$229K - $230K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-270KClosed |
$29.7M - $29.8M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-2.03KClosed |
$224K - $224K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$365K - $366K
|
3.32K
$307K
|
|
Feb 09, 2021
Q4 2020
|
Windsor Group LTD
|
SELL
|
- |
-1.98KClosed |
$218K - $218K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-73Closed |
$8.02K - $8.05K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-176KClosed |
$19.4M - $19.5M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-65Closed |
$7.14K - $7.17K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-3.53KClosed |
$388K - $389K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-200Closed |
$22K - $22.1K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.32KClosed |
$365K - $366K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.95KClosed |
$215K - $215K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Berkshire Bank
|
SELL
|
- |
-1.99KClosed |
$218K - $219K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.81KClosed |
$1.08M - $1.08M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
SELL
|
- |
-18Closed |
$1.98K - $1.99K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.2KClosed |
$242K - $243K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-161Closed |
$17.7K - $17.8K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Cypress Capital Group
|
SELL
|
- |
-3.27KClosed |
$360K - $361K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-865Closed |
$95.1K - $95.4K
|
0
$0
|
|
Q3 2020 | |||||||
May 20, 2022
Q3 2020
|
True North Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$264K - $265K
|
0
$0
|
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.17KClosed |
$239K - $241K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-67.1KClosed |
$7.4M - $7.44M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-1.82KClosed |
$201K - $202K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-45.3KClosed |
$4.99M - $5.02M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
First National Trust CO
|
SELL
|
- |
-3.71KClosed |
$409K - $411K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.65KClosed |
$292K - $293K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-147KClosed |
$16.2M - $16.3M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.76KNew |
$304K - $305K
|
2.76K
$255K
|
|
Oct 23, 2020
Q3 2020
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-34.1KClosed |
$3.76M - $3.78M
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.89KClosed |
$318K - $320K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Enterprise Bank & Trust CO
|
BUY
|
- |
115+ 4.85% |
$12.7K - $12.7K
|
2.49K
$230K
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-299Closed |
$33K - $33.1K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.46KClosed |
$271K - $273K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.78K+ 415.93% |
$525K - $532K
|
5.93K
$549K
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-265Closed |
$29.1K - $29.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.83KClosed |
$201K - $204K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-2.27KClosed |
$249K - $253K
|
0
$0
|