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 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-251K- 85.51% |
$22.7M - $23.6M
|
42.5K
$3.98M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
90New |
$8.13K - $8.47K
|
90
$8.43K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
93New |
$8.4K - $8.75K
|
93
$8.71K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.37K- 1.15% |
$304K - $317K
|
291K
$27.2M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.6KNew |
$329K - $345K
|
3.6K
$337K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 0.99% |
$3.92K - $4.12K
|
4.38K
$410K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-241- 6.54% |
$22K - $23.1K
|
3.45K
$323K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14.9KNew |
$1.36M - $1.43M
|
14.9K
$1.39M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
72+ 1.88% |
$6.57K - $6.9K
|
3.9K
$365K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.5K+ 34.83% |
$4.88M - $5.13M
|
207K
$19.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$461K - $484K
|
5.05K
$473K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.89K- 63.02% |
$629K - $660K
|
4.04K
$379K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
156New |
$14.2K - $14.9K
|
156
$14.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23.3KNew |
$2.13M - $2.24M
|
23.3K
$2.19M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.17KNew |
$106K - $112K
|
1.17K
$109K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
168New |
$15.3K - $16.1K
|
168
$15.7K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.52KNew |
$321K - $337K
|
3.52K
$329K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
2.04K+ 2.05% |
$186K - $195K
|
102K
$9.52M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
223New |
$20.4K - $21.4K
|
223
$20.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.21KNew |
$384K - $403K
|
4.21K
$394K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-41- 6.52% |
$3.74K - $3.93K
|
588
$55.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.46KNew |
$315K - $331K
|
3.46K
$324K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.81K- 42.42% |
$165K - $174K
|
2.46K
$230K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
225+ 0.64% |
$20.5K - $21.6K
|
35.5K
$3.33M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.23KNew |
$843K - $885K
|
9.23K
$865K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-39.6K- 46.24% |
$3.62M - $3.8M
|
46.1K
$4.32M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.24K- 18.26% |
$113K - $119K
|
5.55K
$519K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 48.2% |
$322K - $338K
|
3.79K
$355K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.47KNew |
$407K - $428K
|
4.47K
$418K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
522+ 4.3% |
$47.6K - $50K
|
12.7K
$1.19M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
241New |
$22K - $23.1K
|
241
$22.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.84K+ 4.27% |
$350K - $368K
|
93.6K
$8.77M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 16.58% |
$1.91M - $2M
|
147K
$13.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
426+ 6.03% |
$38.9K - $40.8K
|
7.49K
$702K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.96KNew |
$817K - $858K
|
8.96K
$839K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.46KNew |
$316K - $332K
|
3.46K
$324K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 16.69% |
$727K - $764K
|
55.7K
$5.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.7K+ 3.84% |
$429K - $450K
|
127K
$11.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-372- 20.9% |
$33.9K - $35.6K
|
1.41K
$132K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.49K+ 3.97% |
$227K - $239K
|
65.3K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.8K+ 22.65% |
$1.26M - $1.33M
|
75K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-238- 4.2% |
$21.7K - $22.8K
|
5.42K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-761- 7.55% |
$69.4K - $72.9K
|
9.33K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
19.2K+ 8.51% |
$1.76M - $1.84M
|
245K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.57K+ 20.13% |
$782K - $821K
|
51.1K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.64K- 2.37% |
$880K - $924K
|
397K
$37.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15- 0.14% |
$1.37K - $1.44K
|
10.7K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 13.38% |
$150K - $158K
|
14K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 46.7% |
$2.82M - $2.96M
|
35.2K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-10.9K- 57.37% |
$995K - $1.04M
|
8.1K
$759K
|
|