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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.75K- 25.95% |
$798K - $838K
|
25K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-429K- 17.88% |
$39.1M - $41.1M
|
1.97M
$182M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.22K- 8.42% |
$294K - $308K
|
35K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.11K+ 20.7% |
$466K - $490K
|
29.8K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.15K+ 7.36% |
$196K - $206K
|
31.3K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.01K+ 12.51% |
$458K - $480K
|
45.1K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 2.88% |
$212K - $223K
|
83.1K
$7.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.88K- 49.83% |
$263K - $276K
|
2.9K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.18% |
$1.08M - $1.13M
|
530K
$49.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.44M+ 7.86% |
$131M - $138M
|
19.7M
$1.82B
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.78K+ 9.36% |
$527K - $554K
|
67.5K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
125KNew |
$11.4M - $12M
|
125K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.33K+ 5.1% |
$121K - $127K
|
27.4K
$2.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.84K+ 3.63% |
$624K - $655K
|
195K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.2K+ 1.71% |
$109K - $115K
|
71.3K
$6.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 17.2% |
$1.46K - $1.53K
|
109
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-859- 8.25% |
$78.4K - $82.3K
|
9.55K
$885K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 0.17% |
$274 - $287
|
1.73K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 22.24% |
$123K - $129K
|
7.43K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.5K- 7.33% |
$137K - $144K
|
19K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
49.8K+ 22.01% |
$4.54M - $4.77M
|
276K
$25.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-115- 0.39% |
$10.5K - $11K
|
29.4K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.2KNew |
$110K - $115K
|
1.2K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.38K+ 35.48% |
$126K - $132K
|
5.26K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.05K- 13.94% |
$187K - $196K
|
12.6K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.95K+ 17.61% |
$361K - $379K
|
26.4K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.9K+ 7.33% |
$264K - $277K
|
42.4K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.4K- 0.52% |
$1.13M - $1.19M
|
2.38M
$220M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.82K- 3.19% |
$166K - $174K
|
55.2K
$5.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-18.1K- 14.55% |
$1.65M - $1.74M
|
106K
$9.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-752- 22.0% |
$68.6K - $72.1K
|
2.67K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-159- 2.57% |
$14.5K - $15.2K
|
6.03K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145New |
$13.2K - $13.9K
|
145
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
994+ 3.28% |
$90.7K - $95.2K
|
31.3K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.5K+ 30.53% |
$228K - $240K
|
10.7K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
289+ 2.06% |
$26.4K - $27.7K
|
14.3K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.86K+ 8.0% |
$353K - $370K
|
52.2K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
18+ 0.58% |
$1.64K - $1.72K
|
3.15K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.56K+ 37.04% |
$234K - $246K
|
9.48K
$878K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-219K- 66.55% |
$20M - $21M
|
110K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.45K+ 13.04% |
$680K - $714K
|
64.6K
$5.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.34KNew |
$214K - $224K
|
2.34K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-592- 3.3% |
$54K - $56.7K
|
17.4K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1New |
$91.3 - $95.8
|
1
$92.6
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-19.7K- 59.88% |
$1.8M - $1.89M
|
13.2K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-133- 2.41% |
$12.1K - $12.7K
|
5.38K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.31K- 2.53% |
$393K - $413K
|
166K
$15.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 23.61% |
$13.1M - $13.7M
|
464K
$42.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.09K- 35.79% |
$464K - $487K
|
9.12K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.48K- 23.05% |
$135K - $142K
|
4.94K
$457K
|