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 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-75- 31.91% |
$6.78K - $7.06K
|
160
$15K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-342- 10.87% |
$30.9K - $32.2K
|
2.8K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.92K- 20.24% |
$173K - $181K
|
7.56K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.97K- 15.64% |
$449K - $467K
|
26.8K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.95K+ 4.61% |
$900K - $936K
|
226K
$21.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.67K- 9.12% |
$332K - $345K
|
36.6K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-168- 3.06% |
$15.2K - $15.8K
|
5.31K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
21.9K+ 34.13% |
$1.98M - $2.06M
|
86.2K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 10.2% |
$111K - $115K
|
10.8K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.8K- 30.8% |
$886K - $922K
|
22K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
556+ 5.68% |
$50.2K - $52.3K
|
10.4K
$968K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.69K+ 173.36% |
$695K - $723K
|
12.1K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.39K- 20.4% |
$487K - $507K
|
21K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
108K+ 23.36% |
$9.79M - $10.2M
|
572K
$53.5M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12.9K- 19.99% |
$1.17M - $1.21M
|
51.7K
$4.83M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
260+ 1.48% |
$23.5K - $24.5K
|
17.8K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.31K- 38.02% |
$208K - $217K
|
3.76K
$351K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-34- 1.37% |
$3.07K - $3.2K
|
2.44K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-48- 1.13% |
$4.34K - $4.52K
|
4.18K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
183New |
$16.5K - $17.2K
|
183
$17.1K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
695+ 26.79% |
$62.8K - $65.4K
|
3.29K
$307K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
875New |
$79.1K - $82.3K
|
875
$81.8K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-361- 0.45% |
$32.6K - $34K
|
80.7K
$7.54M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.47K+ 13.32% |
$133K - $139K
|
12.5K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 12.49% |
$965K - $1M
|
74.8K
$6.99M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.46KNew |
$222K - $232K
|
2.46K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.09K- 45.76% |
$189K - $196K
|
2.48K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
329+ 33.4% |
$29.7K - $31K
|
1.31K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-391- 14.52% |
$35.3K - $36.8K
|
2.3K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.51K- 72.76% |
$227K - $237K
|
941
$88K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.02K+ 1.96% |
$182K - $190K
|
105K
$9.84M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-5.33K- 7.83% |
$481K - $501K
|
62.6K
$5.86M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-338- 2.31% |
$30.5K - $31.8K
|
14.3K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.44K- 13.35% |
$672K - $700K
|
48.3K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-457- 1.18% |
$41.3K - $43K
|
38.1K
$3.56M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.62K- 12.35% |
$779K - $811K
|
61.2K
$5.72M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.35K- 14.47% |
$574K - $597K
|
37.5K
$3.51M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.52K+ 23.29% |
$137K - $143K
|
8.02K
$750K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-450K- 22.86% |
$40.7M - $42.4M
|
1.52M
$142M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29K+ 11.27% |
$2.62M - $2.73M
|
287K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.83K+ 6.78% |
$437K - $455K
|
76.2K
$7.12M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.09K+ 6.09% |
$189K - $197K
|
36.4K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
511New |
$46.2K - $48.1K
|
511
$47.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 0.11% |
$542 - $564
|
5.54K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
1.15K+ 5.2% |
$104K - $108K
|
23.3K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
180+ 68.7% |
$16.3K - $16.9K
|
442
$41.3K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-941- 27.31% |
$85K - $88.5K
|
2.51K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
69+ 2.95% |
$6.24K - $6.49K
|
2.41K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.03K- 10.04% |
$454K - $473K
|
45.1K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 55.03% |
$8.4K - $8.75K
|
262
$24.5K
|