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
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
22+ 0.46% |
$1.89K - $2.08K
|
4.81K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
16New |
$1.37K - $1.51K
|
16
$1.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$1.2K - $1.32K
|
14
$1.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
10New |
$858 - $946
|
10
$936
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
9New |
$772 - $851
|
9
$842
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7New |
$601 - $662
|
7
$655
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6+ 600.0% |
$515 - $567
|
7
$655
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6New |
$515 - $567
|
6
$561
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$429 - $473
|
5
$468
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
1.75MNew |
$155M - $164M
|
1.75M
$164M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
261KNew |
$23.1M - $24.5M
|
261K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
113KNew |
$9.96M - $10.6M
|
113K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
83.7KNew |
$7.41M - $7.86M
|
83.7K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
54K+ 158.82% |
$4.78M - $5.07M
|
88K
$8.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$1.12M - $1.19M
|
12.7K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
7.2KNew |
$638K - $676K
|
7.2K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.77K+ 44.22% |
$599K - $635K
|
22.1K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.16KNew |
$545K - $578K
|
6.16K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
6.1K+ 5.61% |
$540K - $573K
|
115K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
5.89K+ 6.77% |
$521K - $552K
|
92.9K
$8.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.38KNew |
$388K - $411K
|
4.38K
$410K
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.43KNew |
$303K - $321K
|
3.43K
$321K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.14KNew |
$278K - $295K
|
3.14K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.37KNew |
$210K - $223K
|
2.37K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.35KNew |
$208K - $220K
|
2.35K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.27KNew |
$201K - $213K
|
2.27K
$213K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.2K+ 2.15% |
$106K - $113K
|
56.9K
$5.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.02K+ 0.28% |
$89.8K - $95.2K
|
368K
$34.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
765+ 11.17% |
$67.7K - $71.8K
|
7.62K
$712K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
682+ 15.99% |
$60.4K - $64K
|
4.95K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
500New |
$44.3K - $46.9K
|
500
$46.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
290New |
$25.7K - $27.2K
|
290
$27.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
232+ 2.72% |
$20.5K - $21.8K
|
8.77K
$820K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
214New |
$18.9K - $20.1K
|
214
$20K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
185New |
$16.4K - $17.4K
|
185
$17.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
182New |
$16.1K - $17.1K
|
182
$17K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
165New |
$14.6K - $15.5K
|
165
$15.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
162+ 5.47% |
$14.3K - $15.2K
|
3.12K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
147+ 2.16% |
$13K - $13.8K
|
6.96K
$651K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
117+ 1.98% |
$10.4K - $11K
|
6.04K
$565K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
63New |
$5.58K - $5.91K
|
63
$5.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 110.2% |
$4.78K - $5.07K
|
103
$9.64K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$4.69K - $4.97K
|
53
$4.96K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.66K - $2.81K
|
30
$2.81K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$1.42K - $1.5K
|
16
$1.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13New |
$1.15K - $1.22K
|
13
$1.22K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$885 - $938
|
10
$936
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.27% |
$88.5 - $93.8
|
80
$7.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.84% |
$88.5 - $93.8
|
120
$11.2K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
860K+ 27.79% |
$79.6M - $82.4M
|
3.96M
$370M
|
|