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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.2K+ 6.38% |
$292K - $306K
|
53.3K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.29KNew |
$301K - $316K
|
3.29K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
550KNew |
$50.2M - $52.7M
|
550K
$50.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.16K- 2.26% |
$106K - $111K
|
50.1K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 4.27% |
$1.29M - $1.36M
|
346K
$31.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-390- 11.27% |
$35.6K - $37.4K
|
3.07K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
30KNew |
$2.74M - $2.87M
|
30K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-177K- 4.56% |
$16.1M - $16.9M
|
3.7M
$341M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.39K- 1.63% |
$857K - $900K
|
566K
$52.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.65KNew |
$333K - $350K
|
3.65K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-322- 0.95% |
$29.4K - $30.9K
|
33.7K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 14.99% |
$268K - $282K
|
22.6K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33K+ 10.6% |
$3.02M - $3.17M
|
345K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 0.65% |
$8.76K - $9.2K
|
14.8K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
91.3KNew |
$8.33M - $8.75M
|
91.3K
$8.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 4220.0% |
$38.5K - $40.4K
|
432
$39.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21.4K+ 8.58% |
$1.95M - $2.05M
|
271K
$25M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
43New |
$3.92K - $4.12K
|
43
$3.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
37.1KNew |
$3.39M - $3.56M
|
37.1K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-531- 7.68% |
$48.5K - $50.9K
|
6.38K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 11.82% |
$1.5M - $1.58M
|
156K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-24.1K- 2.45% |
$2.2M - $2.31M
|
958K
$88.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
126KNew |
$11.5M - $12.1M
|
126K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.2KNew |
$1.29M - $1.36M
|
14.2K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.7K+ 1.77% |
$1.98M - $2.08M
|
1.25M
$115M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.32K+ 11.89% |
$212K - $223K
|
21.9K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.72K+ 17.0% |
$248K - $260K
|
18.7K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 4.45% |
$269K - $282K
|
69.1K
$6.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-118- 4.44% |
$10.8K - $11.3K
|
2.54K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
936+ 5.24% |
$85.4K - $89.7K
|
18.8K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
388+ 7.19% |
$35.4K - $37.2K
|
5.79K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-560- 62.08% |
$51.1K - $53.7K
|
342
$31.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.51KNew |
$594K - $623K
|
6.51K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
26New |
$2.37K - $2.49K
|
26
$2.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.1KNew |
$1.01M - $1.06M
|
11.1K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.78K- 6.72% |
$253K - $266K
|
38.6K
$3.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.58K- 9.36% |
$235K - $247K
|
25K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
370K+ 12.04% |
$33.7M - $35.4M
|
3.44M
$317M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-738- 0.65% |
$67.3K - $70.7K
|
113K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.84K+ 7.6% |
$260K - $273K
|
40.2K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-151- 4.6% |
$13.8K - $14.5K
|
3.13K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
13.7K+ 14.65% |
$1.25M - $1.31M
|
107K
$9.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15+ 0.34% |
$1.37K - $1.44K
|
4.43K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.02K+ 1.48% |
$92.9K - $97.5K
|
70K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-118- 10.95% |
$10.8K - $11.3K
|
960
$88.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
548KNew |
$50M - $52.5M
|
548K
$50.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.39K+ 100.79% |
$765K - $804K
|
16.7K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.23K+ 0.64% |
$295K - $310K
|
507K
$46.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
156New |
$14.2K - $14.9K
|
156
$14.4K
|