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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-401- 14.9% |
$36.2K - $37.7K
|
2.29K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$227K - $237K
|
2.51K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-19- 0.78% |
$1.72K - $1.79K
|
2.43K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
895New |
$80.9K - $84.2K
|
895
$83.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.71K- 8.84% |
$696K - $725K
|
79.4K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
782+ 3.71% |
$70.7K - $73.6K
|
21.9K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$91.7K - $95.5K
|
1.02K
$94.9K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.5K+ 12.98% |
$3.93M - $4.1M
|
379K
$35.4M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
196+ 2.09% |
$17.7K - $18.4K
|
9.6K
$897K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
2.7K+ 12.47% |
$244K - $254K
|
24.3K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-131- 5.1% |
$11.8K - $12.3K
|
2.44K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.82K- 6.66% |
$255K - $266K
|
39.6K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23+ 1.66% |
$2.08K - $2.16K
|
1.41K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
328New |
$29.6K - $30.9K
|
328
$30.7K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-102K- 95.14% |
$9.19M - $9.57M
|
5.19K
$485K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-20Closed |
$1.81K - $1.88K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.37K+ 5.0% |
$485K - $505K
|
113K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103New |
$9.31K - $9.69K
|
103
$9.63K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 9.35% |
$159K - $165K
|
17K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 17.15% |
$1.16M - $1.21M
|
87.8K
$8.21M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
29.6K+ 15.17% |
$2.68M - $2.79M
|
225K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
84K+ 42.03% |
$7.59M - $7.9M
|
284K
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
291New |
$26.3K - $27.4K
|
291
$27.2K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.37K+ 5.82% |
$123K - $128K
|
24.8K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14+ 0.11% |
$1.27K - $1.32K
|
12.7K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.19KNew |
$198K - $206K
|
2.19K
$205K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
707+ 5.78% |
$63.9K - $66.5K
|
12.9K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.26M- 98.35% |
$294M - $306M
|
54.5K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.18K- 62.66% |
$106K - $111K
|
702
$65.6K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.03% |
$181 - $188
|
196
$18.3K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.3K+ 3.75% |
$935K - $974K
|
286K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26.7K+ 58.26% |
$2.41M - $2.51M
|
72.5K
$6.77M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-424- 3.37% |
$38.3K - $39.9K
|
12.2K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
535+ 9.97% |
$48.3K - $50.3K
|
5.9K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.28% |
$2.44K - $2.54K
|
9.59K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.51K- 11.9% |
$317K - $330K
|
26K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 90.83% |
$8.95K - $9.31K
|
10
$935
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.99K+ 4.66% |
$360K - $375K
|
89.6K
$8.38M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-11- 0.32% |
$994 - $1.03K
|
3.39K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.99K+ 2.77% |
$722K - $752K
|
297K
$27.7M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
3.35K+ 5.85% |
$302K - $315K
|
60.5K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3.72K+ 16.9% |
$337K - $350K
|
25.8K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
526+ 12.21% |
$47.5K - $49.5K
|
4.83K
$452K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
920+ 7.65% |
$83.1K - $86.6K
|
12.9K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
795+ 10.46% |
$71.8K - $74.8K
|
8.39K
$785K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.32K+ 28.63% |
$571K - $595K
|
28.4K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-54.4K- 10.26% |
$4.92M - $5.12M
|
476K
$44.5M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.24K+ 41.6% |
$383K - $399K
|
14.4K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-58.8K- 1.09% |
$5.31M - $5.53M
|
5.33M
$499M
|