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 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.23K+ 1.78% |
$387K - $399K
|
242K
$23.1M
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
178+ 1.49% |
$16.3K - $16.8K
|
12.1K
$1.16M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-302- 2.4% |
$27.6K - $28.5K
|
12.3K
$1.17M
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2- 0.06% |
$183 - $188
|
3.36K
$321K
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.83K+ 13.48% |
$350K - $361K
|
32.2K
$3.08M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.04K+ 13.95% |
$95.2K - $98.2K
|
8.51K
$812K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
15.5K+ 5.72% |
$1.42M - $1.46M
|
286K
$27.3M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20.2K- 1.6% |
$1.85M - $1.91M
|
1.24M
$119M
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
50+ 17.92% |
$4.57K - $4.71K
|
329
$31.4K
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
7.24K+ 11.95% |
$662K - $682K
|
67.8K
$6.47M
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-368- 9.48% |
$33.6K - $34.7K
|
3.52K
$335K
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.32K- 24.2% |
$212K - $219K
|
7.27K
$694K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.17K+ 7.13% |
$199K - $205K
|
32.7K
$3.12M
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-725- 42.25% |
$66.3K - $68.3K
|
991
$94.6K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.44KNew |
$589K - $607K
|
6.44K
$615K
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-271- 0.56% |
$24.8K - $25.5K
|
47.8K
$4.56M
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.49K- 30.62% |
$136K - $141K
|
3.38K
$323K
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 8.34% |
$136K - $140K
|
19.3K
$1.84M
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.53K- 4.2% |
$140K - $144K
|
34.9K
$3.33M
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-144- 3.52% |
$13.2K - $13.6K
|
3.95K
$377K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.29KNew |
$483K - $498K
|
5.29K
$504K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-55- 0.52% |
$5.03K - $5.18K
|
10.5K
$1M
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-892- 5.17% |
$81.5K - $84K
|
16.4K
$1.56M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
137+ 1.47% |
$12.5K - $12.9K
|
9.46K
$902K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 2752.63% |
$95.6K - $98.6K
|
1.08K
$103K
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-194- 1.28% |
$17.7K - $18.3K
|
15K
$1.43M
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.3K- 2.95% |
$119K - $123K
|
42.9K
$4.09M
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
8.03K+ 15.27% |
$734K - $757K
|
60.6K
$5.78M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.89K- 47.95% |
$447K - $461K
|
5.31K
$507K
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.75K- 5.53% |
$343K - $353K
|
64K
$6.1M
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
638+ 26.16% |
$58.3K - $60.1K
|
3.08K
$294K
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
64.1K+ 98.35% |
$5.86M - $6.04M
|
129K
$12.3M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 2.72% |
$1.18M - $1.22M
|
463K
$44.2M
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 36.61% |
$240K - $247K
|
9.78K
$934K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.81KNew |
$256K - $264K
|
2.81K
$268K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
169K+ 10.08% |
$15.5M - $15.9M
|
1.85M
$176M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 3.05% |
$731 - $754
|
270
$25.8K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-513- 5.3% |
$46.9K - $48.3K
|
9.17K
$875K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
429+ 5.37% |
$39.2K - $40.4K
|
8.42K
$804K
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-905- 6.43% |
$82.7K - $85.3K
|
13.2K
$1.26M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.01K- 5.72% |
$367K - $378K
|
66.1K
$6.31M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-593- 17.65% |
$54.2K - $55.9K
|
2.77K
$264K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
532+ 12.84% |
$48.6K - $50.1K
|
4.67K
$446K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2K+ 21.2% |
$933K - $961K
|
58.3K
$5.57M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
39KNew |
$3.57M - $3.68M
|
39K
$3.72M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.6K+ 112.1% |
$3.99M - $4.11M
|
82.5K
$7.87M
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
722+ 9.49% |
$66K - $68K
|
8.33K
$795K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
17+ 106.25% |
$1.55K - $1.6K
|
33
$3.15K
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.89K- 9.07% |
$356K - $367K
|
39K
$3.72M
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$8.59K - $8.86K
|
10
$954
|