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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
614+ 9.15% |
$56.1K - $57.9K
|
7.32K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 60.36% |
$1.17M - $1.21M
|
8.43K
$804K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.6K+ 6.11% |
$6M - $6.18M
|
1.14M
$109M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
97+ 2.63% |
$8.87K - $9.14K
|
3.78K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
615+ 8.8% |
$56.2K - $57.9K
|
7.6K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.83K+ 1.13% |
$167K - $172K
|
163K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.9K- 25.74% |
$2.18M - $2.25M
|
68.8K
$6.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-130- 3.44% |
$11.9K - $12.2K
|
3.65K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
66.9KNew |
$6.12M - $6.31M
|
66.9K
$6.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.3K+ 11.96% |
$485K - $500K
|
49.6K
$4.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
511+ 2.5% |
$46.7K - $48.1K
|
21K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
301+ 6.56% |
$27.5K - $28.4K
|
4.89K
$466K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.9K+ 27.16% |
$2.09M - $2.16M
|
107K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.13K- 33.9% |
$103K - $106K
|
2.19K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
619K+ 82.04% |
$56.6M - $58.3M
|
1.37M
$131M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.91K- 19.44% |
$175K - $180K
|
7.93K
$756K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
7.92KNew |
$724K - $746K
|
7.92K
$756K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
37New |
$3.38K - $3.49K
|
37
$3.53K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-40- 0.76% |
$3.66K - $3.77K
|
5.23K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.01K+ 2.75% |
$92.3K - $95.2K
|
37.7K
$3.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 1.02% |
$3.93K - $4.05K
|
4.28K
$408K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-21- 0.4% |
$1.92K - $1.98K
|
5.27K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
19.5K+ 64.61% |
$1.78M - $1.83M
|
49.6K
$4.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.7K+ 5.75% |
$1.16M - $1.2M
|
234K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 38.4% |
$170K - $175K
|
2.99K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
345+ 15.04% |
$31.5K - $32.5K
|
2.64K
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
413+ 5.79% |
$37.8K - $38.9K
|
7.55K
$720K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-781- 1.33% |
$71.4K - $73.6K
|
57.8K
$5.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-85- 2.51% |
$7.77K - $8.01K
|
3.3K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-211K- 60.08% |
$19.3M - $19.8M
|
140K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
32New |
$2.93K - $3.02K
|
32
$3.05K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.02K- 0.08% |
$276K - $284K
|
3.65M
$348M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
95.4K+ 62.37% |
$8.72M - $8.99M
|
248K
$23.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-336- 0.6% |
$30.7K - $31.7K
|
55.4K
$5.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.76K+ 1.99% |
$252K - $260K
|
141K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.47KNew |
$225K - $232K
|
2.47K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
57+ 0.35% |
$5.21K - $5.37K
|
16.5K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
602+ 1.66% |
$55K - $56.7K
|
36.9K
$3.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
893New |
$81.6K - $84.1K
|
893
$85.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.73KNew |
$433K - $446K
|
4.73K
$452K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 62.67% |
$271K - $279K
|
7.7K
$734K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-245- 8.94% |
$22.4K - $23.1K
|
2.5K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.45K+ 13.16% |
$224K - $231K
|
21.1K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.24K- 2.5% |
$479K - $493K
|
204K
$19.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 1.96% |
$1.69M - $1.74M
|
960K
$91.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120+ 35.29% |
$11K - $11.3K
|
460
$43.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-26- 0.09% |
$2.38K - $2.45K
|
27.7K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
26.8K+ 23.11% |
$2.45M - $2.52M
|
143K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-819- 36.99% |
$74.9K - $77.2K
|
1.4K
$133K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 1.24% |
$274 - $283
|
244
$23.3K
|