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 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.61K+ 2.31% |
$238K - $245K
|
115K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
45.8K+ 8.77% |
$4.19M - $4.31M
|
568K
$54.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-484- 0.47% |
$44.2K - $45.6K
|
103K
$9.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.52K+ 21.06% |
$322K - $332K
|
20.3K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
17+ 6.61% |
$1.55K - $1.6K
|
274
$26.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 49.94% |
$480K - $495K
|
5.26K
$502K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
25.7K+ 15.86% |
$2.35M - $2.42M
|
187K
$17.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
953+ 11.73% |
$87.1K - $89.8K
|
9.08K
$866K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.16K+ 49.04% |
$563K - $581K
|
18.7K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.96K+ 4.51% |
$179K - $185K
|
45.5K
$4.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 1.69% |
$139K - $143K
|
91.1K
$8.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-975- 10.22% |
$89.1K - $91.9K
|
8.57K
$818K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-701- 1.85% |
$64.1K - $66K
|
37.1K
$3.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
42New |
$3.84K - $3.96K
|
42
$4.01K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 4.02% |
$178K - $183K
|
50.2K
$4.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
905+ 6.45% |
$82.7K - $85.3K
|
14.9K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12.4K+ 2.17% |
$1.13M - $1.17M
|
584K
$55.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.3KNew |
$2.23M - $2.29M
|
24.3K
$2.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
361+ 3.51% |
$33K - $34K
|
10.6K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
93+ 0.55% |
$8.5K - $8.76K
|
17.1K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-546- 7.77% |
$49.9K - $51.4K
|
6.48K
$619K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.18K- 1.9% |
$382K - $394K
|
216K
$20.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-132- 0.85% |
$12.1K - $12.4K
|
15.5K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-79- 1.06% |
$7.22K - $7.44K
|
7.39K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2K+ 57.14% |
$1.02M - $1.05M
|
30.8K
$2.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.28K- 6.21% |
$117K - $120K
|
19.3K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-82K- 4.06% |
$7.49M - $7.72M
|
1.94M
$185M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
320New |
$29.3K - $30.2K
|
320
$30.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.91K+ 17.88% |
$266K - $275K
|
19.2K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.7K+ 9.05% |
$155K - $160K
|
20.5K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.47K+ 0.75% |
$134K - $138K
|
196K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
530+ 5.33% |
$48.4K - $49.9K
|
10.5K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
582+ 12.98% |
$53.2K - $54.8K
|
5.07K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.9K+ 218.02% |
$1.18M - $1.21M
|
18.8K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.76K+ 33.4% |
$527K - $543K
|
23K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-21K- 34.06% |
$1.92M - $1.98M
|
40.6K
$3.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.21KNew |
$202K - $208K
|
2.21K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-166- 60.81% |
$15.2K - $15.6K
|
107
$10.2K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
934+ 7.22% |
$85.4K - $88K
|
13.9K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-109K- 34.93% |
$9.94M - $10.2M
|
203K
$19.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-194K- 9.32% |
$17.7M - $18.3M
|
1.89M
$180M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
$1.1K - $1.13K
|
3.44K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-603- 1.18% |
$55.1K - $56.8K
|
50.7K
$4.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.01K- 29.6% |
$184K - $189K
|
4.78K
$456K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 5.96% |
$1.19K - $1.22K
|
205
$19.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
995+ 5.42% |
$91K - $93.7K
|
19.4K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.08K- 4.62% |
$98.3K - $101K
|
22.2K
$2.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.31K- 2.13% |
$211K - $217K
|
106K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.96K+ 14.08% |
$270K - $279K
|
24K
$2.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
143+ 4.02% |
$13.1K - $13.5K
|
3.7K
$353K
|