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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-358- 8.04% |
$32.7K - $34.3K
|
4.1K
$379K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.59K- 18.18% |
$601K - $631K
|
29.6K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.54K+ 25.0% |
$141K - $148K
|
7.72K
$713K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.93K- 14.99% |
$267K - $281K
|
16.6K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.7K+ 27.41% |
$2.53M - $2.66M
|
129K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.1K- 2.8% |
$556K - $584K
|
212K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-618- 10.04% |
$56.4K - $59.2K
|
5.54K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.39K+ 233.9% |
$127K - $133K
|
1.98K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
934+ 5.2% |
$85.2K - $89.5K
|
18.9K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-957- 2.58% |
$87.3K - $91.7K
|
36.1K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.08KNew |
$464K - $487K
|
5.08K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
765+ 20.56% |
$69.8K - $73.3K
|
4.49K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-450- 17.99% |
$41.1K - $43.1K
|
2.05K
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-354- 2.07% |
$32.3K - $33.9K
|
16.7K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.01K+ 7.07% |
$457K - $480K
|
75.8K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.94K+ 9.62% |
$177K - $186K
|
22.1K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-129- 1.09% |
$11.8K - $12.4K
|
11.7K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.9K+ 2.5% |
$173K - $182K
|
78K
$7.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.1K+ 3460.46% |
$1.1M - $1.16M
|
12.4K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
5.2KNew |
$474K - $498K
|
5.2K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 26.27% |
$109K - $115K
|
5.76K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
189+ 41.45% |
$17.2K - $18.1K
|
645
$59.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-62- 0.14% |
$5.66K - $5.94K
|
45.4K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
9.12K+ 27.33% |
$832K - $874K
|
42.5K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.56K+ 3.77% |
$781K - $820K
|
235K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.82K- 38.5% |
$714K - $750K
|
12.5K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
422+ 13.76% |
$38.5K - $40.4K
|
3.49K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
36.1K+ 10.76% |
$3.3M - $3.46M
|
372K
$34.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
589+ 11.32% |
$53.8K - $56.4K
|
5.79K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.16KNew |
$289K - $303K
|
3.16K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.09K+ 7.52% |
$738K - $775K
|
116K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.93KNew |
$268K - $281K
|
2.93K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.2KNew |
$566K - $594K
|
6.2K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.05K+ 6.57% |
$278K - $292K
|
49.5K
$4.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-1.16K- 1.58% |
$106K - $112K
|
72.5K
$6.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
316+ 2.7% |
$28.8K - $30.3K
|
12K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.68K+ 8.41% |
$792K - $832K
|
112K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11K+ 263.15% |
$558K - $586K
|
8.44K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-925- 8.18% |
$84.4K - $88.6K
|
10.4K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$12.9K - $13.5K
|
141
$13K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 8.19% |
$140K - $147K
|
20.2K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.3K+ 79.71% |
$1.85M - $1.95M
|
45.8K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.9K- 8.67% |
$3.01M - $3.16M
|
347K
$32.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
828+ 4.34% |
$75.6K - $79.3K
|
19.9K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$183 - $192
|
2
$185
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
906+ 183.03% |
$82.7K - $86.8K
|
1.4K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$256K - $269K
|
2.81K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
602+ 4.33% |
$54.9K - $57.7K
|
14.5K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
542+ 9.44% |
$49.5K - $51.9K
|
6.29K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
65New |
$5.93K - $6.23K
|
65
$6.01K
|