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 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$271 - $282
|
3
$280
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
165K+ 290.56% |
$14.9M - $15.5M
|
222K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
199+ 3.66% |
$18K - $18.7K
|
5.63K
$527K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.96K- 25.82% |
$358K - $373K
|
11.4K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3.11KNew |
$281K - $293K
|
3.11K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16.1KNew |
$1.45M - $1.51M
|
16.1K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.14K- 26.13% |
$103K - $108K
|
3.23K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-966- 0.86% |
$87.3K - $90.9K
|
111K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 17.73% |
$1.08M - $1.13M
|
55.5K
$5.19M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
23.6K+ 53.63% |
$2.13M - $2.22M
|
67.6K
$6.31M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 5.48% |
$1.83M - $1.91M
|
390K
$36.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4M+ 11.0% |
$217M - $226M
|
24.3M
$2.27B
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2K+ 4.74% |
$181K - $188K
|
44.2K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.84K+ 21.86% |
$257K - $267K
|
15.8K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.76K- 14.99% |
$159K - $165K
|
9.96K
$931K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.91K+ 1.79% |
$172K - $179K
|
108K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1.51K+ 0.96% |
$136K - $142K
|
159K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
233+ 0.1% |
$21.1K - $21.9K
|
238K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
26.6K+ 5.84% |
$2.4M - $2.5M
|
482K
$45M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-13- 0.13% |
$1.17K - $1.22K
|
9.95K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.53K+ 12.25% |
$138K - $144K
|
14K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-106K- 16.84% |
$9.55M - $9.95M
|
522K
$48.8M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-792- 25.27% |
$71.6K - $74.5K
|
2.34K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.3K- 13.97% |
$926K - $964K
|
63.1K
$5.9M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-273K- 58.49% |
$24.6M - $25.6M
|
193K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40.9K- 16.68% |
$3.7M - $3.85M
|
204K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-244- 6.61% |
$22.1K - $23K
|
3.45K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$90.4 - $94.1
|
2.3K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.56K+ 8.89% |
$683K - $711K
|
92.5K
$8.65M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.71K- 1.23% |
$245K - $255K
|
217K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.17K+ 9.93% |
$196K - $204K
|
24K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-335- 16.33% |
$30.3K - $31.5K
|
1.72K
$160K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.25K- 28.72% |
$384K - $400K
|
10.5K
$985K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 2.72% |
$1.04M - $1.09M
|
437K
$40.8M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
80+ 0.09% |
$7.23K - $7.53K
|
89K
$8.32M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.02% |
$1.63K - $1.69K
|
73.1K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-73- 0.56% |
$6.6K - $6.87K
|
12.9K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.46K+ 8.39% |
$403K - $420K
|
57.6K
$5.39M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 19.67% |
$264K - $275K
|
12K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
231KNew |
$20.9M - $21.8M
|
231K
$21.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 7.59% |
$1.28M - $1.33M
|
173K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
278K+ 17.53% |
$25.1M - $26.1M
|
1.86M
$174M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9.71K+ 11.5% |
$878K - $914K
|
94.2K
$8.8M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.7K+ 11.49% |
$1.51M - $1.58M
|
163K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
48K+ 30.14% |
$4.34M - $4.52M
|
207K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.34K+ 2.48% |
$392K - $408K
|
179K
$16.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12KNew |
$1.08M - $1.12M
|
12K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.38K- 25.54% |
$667K - $694K
|
21.5K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-58.9K- 6.66% |
$5.32M - $5.54M
|
825K
$77.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.98KNew |
$270K - $281K
|
2.98K
$279K
|