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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.02K- 0.08% |
$276K - $284K
|
3.65M
$341M
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
95.4K+ 62.37% |
$8.72M - $8.99M
|
248K
$23.2M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-336- 0.6% |
$30.7K - $31.7K
|
55.4K
$5.18M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.76K+ 1.99% |
$252K - $260K
|
141K
$13.2M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.47KNew |
$225K - $232K
|
2.47K
$230K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
57+ 0.35% |
$5.21K - $5.37K
|
16.5K
$1.54M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
602+ 1.66% |
$55K - $56.7K
|
36.9K
$3.45M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
893New |
$81.6K - $84.1K
|
893
$83.5K
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.73KNew |
$433K - $446K
|
4.73K
$442K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 62.67% |
$271K - $279K
|
7.7K
$719K
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-245- 8.94% |
$22.4K - $23.1K
|
2.5K
$233K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.45K+ 13.16% |
$224K - $231K
|
21.1K
$1.97M
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.24K- 2.5% |
$479K - $493K
|
204K
$19M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120+ 35.29% |
$11K - $11.3K
|
460
$43K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-26- 0.09% |
$2.38K - $2.45K
|
27.7K
$2.59M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
26.8K+ 23.11% |
$2.45M - $2.52M
|
143K
$13.3M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-819- 36.99% |
$74.9K - $77.2K
|
1.4K
$130K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 1.24% |
$274 - $283
|
244
$22.8K
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-316- 3.79% |
$28.9K - $29.8K
|
8.03K
$750K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.94K+ 3.03% |
$269K - $277K
|
99.8K
$9.33M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-324- 2.27% |
$29.6K - $30.5K
|
14K
$1.3M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-852- 19.7% |
$77.9K - $80.3K
|
3.47K
$325K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 2.11% |
$2.41M - $2.49M
|
1.22M
$114M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
722+ 8.02% |
$66K - $68K
|
9.73K
$909K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-43- 2.79% |
$3.93K - $4.05K
|
1.5K
$140K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17.3K- 66.73% |
$1.58M - $1.63M
|
8.63K
$807K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.61M - $1.66M
|
17.6K
$1.65M
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.74K+ 76.72% |
$616K - $635K
|
15.5K
$1.45M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-7.61K- 19.73% |
$696K - $717K
|
31K
$2.89M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.55K+ 41.64% |
$599K - $617K
|
22.3K
$2.08M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 3.54% |
$329K - $339K
|
105K
$9.85M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-10.3K- 60.69% |
$946K - $975K
|
6.7K
$626K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.07K+ 52.15% |
$372K - $384K
|
11.9K
$1.11M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.6KNew |
$329K - $339K
|
3.6K
$337K
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-4- 0.02% |
$366 - $377
|
21.5K
$2.01M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
83.7K+ 38.56% |
$7.65M - $7.88M
|
301K
$28.1M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.87KNew |
$810K - $835K
|
8.87K
$829K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
98.7K+ 134.52% |
$9.02M - $9.3M
|
172K
$16.1M
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.43% |
$19.2K - $19.8K
|
14.9K
$1.39M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-966- 26.68% |
$88.3K - $91K
|
2.66K
$248K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
299+ 2.24% |
$27.3K - $28.2K
|
13.7K
$1.28M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.75K- 32.98% |
$160K - $165K
|
3.55K
$332K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16.2K+ 4.9% |
$1.48M - $1.52M
|
346K
$32.4M
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-84- 1.36% |
$7.68K - $7.91K
|
6.09K
$569K
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
70+ 1.95% |
$6.4K - $6.6K
|
3.66K
$342K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$731 - $754
|
8
$748
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 2.2% |
$2.93K - $3.02K
|
1.49K
$139K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.75K+ 779.42% |
$343K - $353K
|
4.23K
$395K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-107- 0.64% |
$9.78K - $10.1K
|
16.6K
$1.55M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 17.19% |
$193K - $199K
|
10.2K
$949K
|