Latest Institutional Purchases of Ishares Tr (MBB)
This list provides information on the latest institutional transactions involving Ishares Tr (MBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
149+ 115.5% |
$13.5K - $14.4K
|
278
$25.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
131+ 2.43% |
$11.9K - $12.7K
|
5.53K
$505K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
123New |
$11.2K - $11.9K
|
123
$11.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
122New |
$11.1K - $11.8K
|
122
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
121+ 4.33% |
$11K - $11.7K
|
2.92K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
95New |
$8.63K - $9.18K
|
95
$8.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
92New |
$8.36K - $8.89K
|
92
$8.41K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87+ 1.13% |
$7.9K - $8.41K
|
7.79K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
85New |
$7.72K - $8.22K
|
85
$7.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83New |
$7.54K - $8.02K
|
83
$7.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
69New |
$6.27K - $6.67K
|
69
$6.31K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
69+ 85.19% |
$6.27K - $6.67K
|
150
$13.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.13K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
67New |
$6.09K - $6.48K
|
67
$6.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 1.93% |
$5.72K - $6.09K
|
3.33K
$305K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60+ 176.47% |
$5.45K - $5.8K
|
94
$8.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
58New |
$5.27K - $5.61K
|
58
$5.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
57New |
$5.18K - $5.51K
|
57
$5.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
56New |
$5.09K - $5.41K
|
56
$5.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
52+ 8.19% |
$4.72K - $5.03K
|
687
$62.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
38+ 1.31% |
$3.45K - $3.67K
|
2.94K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
38New |
$3.45K - $3.67K
|
38
$3.47K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
32New |
$2.91K - $3.09K
|
32
$2.93K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
25+ 0.03% |
$2.27K - $2.42K
|
99.6K
$9.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.73K - $1.84K
|
19
$1.74K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 1.02% |
$1.64K - $1.74K
|
1.78K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 0.98% |
$1.54K - $1.64K
|
1.75K
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17New |
$1.54K - $1.64K
|
17
$1.55K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13New |
$1.18K - $1.26K
|
13
$1.19K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
12+ 0.37% |
$1.09K - $1.16K
|
3.27K
$299K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 5.92% |
$909 - $967
|
179
$16.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 100.0% |
$727 - $773
|
16
$1.46K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 5.51% |
$636 - $677
|
134
$12.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.98% |
$545 - $580
|
619
$56.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 8.22% |
$545 - $580
|
79
$7.22K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 10.71% |
$273 - $290
|
31
$2.83K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2+ 0.54% |
$182 - $193
|
375
$34.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.31% |
$182 - $193
|
654
$59.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2New |
$182 - $193
|
2
$183
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1New |
$90.9 - $96.7
|
1
$91.4
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.47M+ 6383.27% |
$489M - $507M
|
5.56M
$508M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
790KNew |
$70.6M - $73.2M
|
790K
$72.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300KNew |
$26.8M - $27.8M
|
300K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
275KNew |
$24.6M - $25.4M
|
275K
$25.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$17.9M - $18.5M
|
200K
$18.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
117KNew |
$10.4M - $10.8M
|
117K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
101KNew |
$9.06M - $9.39M
|
101K
$9.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
95KNew |
$8.49M - $8.8M
|
95K
$8.69M
|
|