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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14- 0.18% |
$1.29K - $1.34K
|
7.59K
$728K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6.31KNew |
$584K - $604K
|
6.31K
$605K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.65K- 10.1% |
$153K - $158K
|
14.7K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56+ 1.04% |
$5.18K - $5.36K
|
5.42K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
243+ 7.85% |
$22.5K - $23.3K
|
3.34K
$320K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.91K+ 16.05% |
$177K - $183K
|
13.8K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
12.9K+ 6.88% |
$1.19M - $1.23M
|
200K
$19.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 7.4% |
$1.31M - $1.36M
|
206K
$19.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42New |
$3.88K - $4.02K
|
42
$4.03K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.75K- 5.21% |
$254K - $263K
|
50K
$4.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
101K+ 46.5% |
$9.31M - $9.64M
|
317K
$30.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.38K+ 289.42% |
$683K - $707K
|
9.93K
$953K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38K+ 74.73% |
$127K - $132K
|
3.22K
$308K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 2.69% |
$3.42K - $3.54K
|
1.41K
$135K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6K+ 26.07% |
$555K - $574K
|
29K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
109+ 3.97% |
$10.1K - $10.4K
|
2.86K
$274K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
236+ 4.26% |
$21.8K - $22.6K
|
5.77K
$553K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-208- 8.34% |
$19.2K - $19.9K
|
2.29K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
999New |
$92.4K - $95.6K
|
999
$95.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
213+ 2.05% |
$19.7K - $20.4K
|
10.6K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
161K+ 10.81% |
$14.9M - $15.4M
|
1.65M
$158M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$171K - $177K
|
1.85K
$177K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-320- 8.74% |
$29.6K - $30.6K
|
3.34K
$320K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 5.84% |
$3.79K - $3.92K
|
743
$71.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
282+ 1.28% |
$26.1K - $27K
|
22.4K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.43K- 10.64% |
$410K - $424K
|
37.2K
$3.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 13.6% |
$115K - $119K
|
10.4K
$995K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-192- 0.34% |
$17.8K - $18.4K
|
56.3K
$5.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.45KNew |
$319K - $330K
|
3.45K
$331K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.24K- 18.23% |
$115K - $119K
|
5.57K
$534K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 0.3% |
$277 - $287
|
994
$95.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.2K+ 7.53% |
$1.32M - $1.36M
|
203K
$19.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-495- 2.56% |
$45.8K - $47.4K
|
18.8K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.1KNew |
$4.72M - $4.89M
|
51.1K
$4.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.52KNew |
$326K - $337K
|
3.52K
$338K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.73K+ 6.01% |
$622K - $644K
|
119K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
110+ 0.83% |
$10.2K - $10.5K
|
13.4K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-544K- 46.92% |
$50.3M - $52.1M
|
616K
$59M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.85K+ 6.47% |
$726K - $751K
|
129K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.3K+ 6.57% |
$7.43M - $7.69M
|
1.3M
$125M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
39+ 3.4% |
$3.61K - $3.73K
|
1.19K
$114K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
33+ 12.04% |
$3.05K - $3.16K
|
307
$29.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 5.63% |
$740 - $766
|
150
$14.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13.2K+ 4.0% |
$1.22M - $1.27M
|
344K
$33M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
36+ 0.66% |
$3.33K - $3.45K
|
5.47K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$647 - $670
|
7
$671
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.22K+ 9.06% |
$113K - $117K
|
14.7K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.31K+ 10.75% |
$306K - $317K
|
34.1K
$3.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
798+ 13.4% |
$73.8K - $76.4K
|
6.75K
$648K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.65KNew |
$245K - $254K
|
2.65K
$254K
|