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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$1.63M - $1.8M
|
19K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.9KNew |
$1.45M - $1.6M
|
16.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
13KNew |
$1.12M - $1.23M
|
13K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.06M - $1.16M
|
12.3K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11.2KNew |
$962K - $1.06M
|
11.2K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.57KNew |
$478K - $526K
|
5.57K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$412K - $454K
|
4.8K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.58KNew |
$393K - $433K
|
4.58K
$429K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.36K+ 31128.57% |
$374K - $412K
|
4.37K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.75KNew |
$321K - $354K
|
3.75K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.75KNew |
$321K - $354K
|
3.75K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.98K+ 2.2% |
$255K - $281K
|
139K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
2.78KNew |
$238K - $262K
|
2.78K
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.65KNew |
$228K - $251K
|
2.65K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.33KNew |
$200K - $220K
|
2.33K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.26KNew |
$194K - $214K
|
2.26K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.14KNew |
$183K - $202K
|
2.14K
$200K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.08K+ 6.59% |
$178K - $196K
|
33.6K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.65K+ 4.05% |
$142K - $156K
|
42.5K
$3.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.53KNew |
$132K - $145K
|
1.53K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.52K+ 1.08% |
$131K - $144K
|
143K
$13.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 1.45% |
$114K - $126K
|
93K
$8.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
870New |
$74.7K - $82.3K
|
870
$81.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
859+ 14.54% |
$73.7K - $81.2K
|
6.77K
$633K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
537+ 3.66% |
$46.1K - $50.8K
|
15.2K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
463+ 7.92% |
$39.7K - $43.8K
|
6.31K
$590K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
453New |
$38.9K - $42.8K
|
453
$42.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$33.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$33.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
297New |
$25.5K - $28.1K
|
297
$27.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 584.62% |
$19.6K - $21.6K
|
267
$25K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
198New |
$17K - $18.7K
|
198
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
189New |
$16.2K - $17.9K
|
189
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$12.9K - $14.2K
|
150
$14K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 5.3% |
$12.5K - $13.8K
|
2.9K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
117+ 3.6% |
$10K - $11.1K
|
3.37K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
104New |
$8.93K - $9.83K
|
104
$9.73K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98New |
$8.41K - $9.27K
|
98
$9.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
98New |
$8.41K - $9.27K
|
98
$9.17K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
98+ 2.54% |
$8.41K - $9.27K
|
3.95K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
91New |
$7.81K - $8.6K
|
91
$8.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
85New |
$7.29K - $8.04K
|
85
$7.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
76+ 3.35% |
$6.52K - $7.19K
|
2.35K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
75New |
$6.44K - $7.09K
|
75
$7.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
64New |
$5.49K - $6.05K
|
64
$5.99K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
62New |
$5.32K - $5.86K
|
62
$5.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$4.21K - $4.63K
|
49
$4.58K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29New |
$2.49K - $2.74K
|
29
$2.71K
|