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, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 12.84% |
$201K - $210K
|
19.6K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-111K- 27.61% |
$10M - $10.4M
|
291K
$27.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.48K+ 391.22% |
$495K - $516K
|
6.88K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-49.6K- 1.34% |
$4.49M - $4.67M
|
3.65M
$341M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
72New |
$6.51K - $6.77K
|
72
$6.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
827+ 4.09% |
$74.7K - $77.8K
|
21.1K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
9.44K+ 75.75% |
$853K - $888K
|
21.9K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.41K- 9.5% |
$579K - $603K
|
61K
$5.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.26K- 87.71% |
$204K - $212K
|
316
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2K- 17.09% |
$180K - $188K
|
9.68K
$903K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-419- 1.37% |
$37.9K - $39.4K
|
30.1K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.99K- 8.79% |
$361K - $376K
|
41.4K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-878- 1.95% |
$79.3K - $82.6K
|
44.2K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16New |
$1.45K - $1.51K
|
16
$1.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.42K- 10.41% |
$128K - $133K
|
12.2K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-389- 16.63% |
$35.2K - $36.6K
|
1.95K
$182K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.02K+ 52.63% |
$815K - $848K
|
26.2K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.16M- 7.5% |
$195M - $203M
|
26.6M
$2.48B
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
91+ 2.96% |
$8.22K - $8.56K
|
3.16K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-11- 0.07% |
$994 - $1.03K
|
14.8K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.74% |
$2.53K - $2.63K
|
3.83K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25- 69.44% |
$2.26K - $2.35K
|
11
$1.03K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-35- 0.61% |
$3.16K - $3.29K
|
5.72K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-901- 36.9% |
$81.4K - $84.8K
|
1.54K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98New |
$8.86K - $9.22K
|
98
$9.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-599- 51.42% |
$54.1K - $56.4K
|
566
$52.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.85K+ 34.86% |
$167K - $174K
|
7.14K
$666K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
761New |
$68.8K - $71.6K
|
761
$71K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-38K- 30.1% |
$3.43M - $3.57M
|
88.2K
$8.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-19.3K- 9.5% |
$1.75M - $1.82M
|
184K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.67K+ 0.28% |
$332K - $345K
|
1.33M
$124M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 49.55% |
$201K - $209K
|
6.71K
$626K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
744New |
$67.2K - $70K
|
744
$69.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
32.3KNew |
$2.92M - $3.04M
|
32.3K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-657- 5.26% |
$59.4K - $61.8K
|
11.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-4.87K- 13.12% |
$440K - $458K
|
32.3K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.2K+ 19.55% |
$2.28M - $2.37M
|
154K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.7K+ 50.82% |
$1.69M - $1.76M
|
55.5K
$5.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1K+ 3.91% |
$90.5K - $94.2K
|
26.6K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
19.7K+ 2.94% |
$1.78M - $1.86M
|
690K
$64.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.88K- 11.08% |
$351K - $365K
|
31.1K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.36K- 14.9% |
$485K - $505K
|
30.6K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
129+ 1.87% |
$11.7K - $12.1K
|
7.03K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-349- 8.77% |
$31.5K - $32.8K
|
3.63K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.32K+ 167.81% |
$300K - $312K
|
5.3K
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-169- 4.69% |
$15.3K - $15.9K
|
3.43K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.32K+ 16.0% |
$119K - $124K
|
9.54K
$890K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.81K- 12.46% |
$254K - $264K
|
19.8K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15+ 0.46% |
$1.36K - $1.41K
|
3.31K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-215- 84.98% |
$19.4K - $20.2K
|
38
$3.54K
|