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 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.74K+ 1.9% |
$159K - $164K
|
93.5K
$8.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.11K+ 3.91% |
$650K - $670K
|
189K
$18M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 45.2% |
$304K - $313K
|
10.7K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.52K+ 8.68% |
$413K - $426K
|
56.6K
$5.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-74- 0.23% |
$6.76K - $6.97K
|
32.2K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 0.58% |
$14.1M - $14.5M
|
26.8M
$2.55B
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.18K+ 9.47% |
$382K - $394K
|
48.3K
$4.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27.4K+ 4.16% |
$2.5M - $2.58M
|
686K
$65.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-101- 51.53% |
$9.23K - $9.52K
|
95
$9.06K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-292- 33.37% |
$26.7K - $27.5K
|
583
$55.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
318+ 24.2% |
$29.1K - $30K
|
1.63K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.22% |
$457 - $471
|
2.29K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-243- 1.0% |
$22.2K - $22.9K
|
24.2K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
431+ 2.18% |
$39.4K - $40.6K
|
20.2K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-669- 0.23% |
$61.2K - $63K
|
290K
$27.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.09K+ 3.27% |
$99.6K - $103K
|
34.4K
$3.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.52K+ 144.1% |
$321K - $331K
|
5.96K
$568K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
93+ 0.67% |
$8.5K - $8.76K
|
14K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-329- 11.03% |
$30.1K - $31K
|
2.66K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
196New |
$17.9K - $18.5K
|
196
$18.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 14.96% |
$125K - $129K
|
10.5K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
664+ 3.15% |
$60.7K - $62.6K
|
21.7K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-313- 4.24% |
$28.6K - $29.5K
|
7.08K
$675K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
62K+ 4.67% |
$5.67M - $5.85M
|
1.39M
$133M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.1K+ 4.35% |
$919K - $947K
|
241K
$23M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-831- 0.73% |
$76K - $78.3K
|
113K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-280- 2.3% |
$25.6K - $26.4K
|
11.9K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.15K+ 10.1% |
$288K - $296K
|
34.3K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-104- 1.81% |
$9.51K - $9.8K
|
5.63K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-227- 8.79% |
$20.8K - $21.4K
|
2.36K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 9.66% |
$272K - $281K
|
27.8K
$2.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.81K+ 54.15% |
$439K - $453K
|
13.7K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-11.4K- 8.47% |
$1.04M - $1.07M
|
123K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-88- 2.78% |
$8.04K - $8.29K
|
3.07K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.3K+ 2.35% |
$3.13M - $3.23M
|
1.49M
$142M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$1.37K - $1.41K
|
9.75K
$930K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
8.82K+ 1.83% |
$806K - $831K
|
490K
$46.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
579+ 2.69% |
$52.9K - $54.6K
|
22.1K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.11K+ 11.19% |
$741K - $764K
|
80.6K
$7.69M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.36K- 22.16% |
$125K - $128K
|
4.79K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-608- 18.63% |
$55.6K - $57.3K
|
2.66K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.1K- 45.23% |
$2.29M - $2.37M
|
30.4K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-3.4K- 3.09% |
$311K - $320K
|
106K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.7K+ 2.75% |
$521K - $537K
|
213K
$20.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
45New |
$4.11K - $4.24K
|
45
$4.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-100- 3.39% |
$9.14K - $9.42K
|
2.85K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
854+ 39.43% |
$78.1K - $80.5K
|
3.02K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
177+ 4.07% |
$16.2K - $16.7K
|
4.53K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
14+ 0.2% |
$1.28K - $1.32K
|
6.93K
$661K
|