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 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.48K+ 11.75% |
$586K - $610K
|
61.6K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.4K- 6.9% |
$1.03M - $1.08M
|
154K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13.2K- 65.56% |
$1.19M - $1.24M
|
6.92K
$646K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
94+ 940.0% |
$8.49K - $8.84K
|
104
$9.72K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-358K- 15.05% |
$32.3M - $33.7M
|
2.02M
$189M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
231New |
$20.9K - $21.7K
|
231
$21.6K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.12KNew |
$644K - $670K
|
7.12K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.46% |
$181 - $188
|
434
$40.6K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-22- 61.11% |
$1.99K - $2.07K
|
14
$1.31K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.27K- 9.63% |
$115K - $120K
|
11.9K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25K- 3.95% |
$113K - $118K
|
30.5K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 1.33% |
$1.45K - $1.51K
|
1.22K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.05K- 27.33% |
$637K - $664K
|
18.8K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140K- 98.19% |
$12.7M - $13.2M
|
2.58K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
385+ 1.26% |
$34.8K - $36.2K
|
30.8K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-607- 1.94% |
$54.9K - $57.1K
|
30.7K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 9.95% |
$986K - $1.03M
|
121K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-522- 3.22% |
$47.2K - $49.1K
|
15.7K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.66KNew |
$240K - $250K
|
2.66K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 0.1% |
$9.94K - $10.3K
|
113K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-7.67K- 13.76% |
$693K - $721K
|
48.1K
$4.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.4K- 16.87% |
$307K - $319K
|
16.7K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.08% |
$1.81K - $1.88K
|
980
$91.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.7K+ 10.8% |
$1.6M - $1.67M
|
182K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-465K- 24.17% |
$42M - $43.7M
|
1.46M
$136M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-388K- 11.29% |
$35.1M - $36.5M
|
3.05M
$285M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.1K- 77.44% |
$190K - $198K
|
612
$57.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
322KNew |
$29.1M - $30.3M
|
322K
$30.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.53K- 3.24% |
$139K - $144K
|
45.8K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 13.29% |
$239K - $249K
|
17.3K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.73K- 29.22% |
$246K - $256K
|
6.6K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
99+ 1.26% |
$8.95K - $9.31K
|
7.93K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16K- 9.02% |
$1.45M - $1.51M
|
161K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.16K- 50.99% |
$286K - $298K
|
3.04K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.63K- 9.21% |
$147K - $153K
|
16K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-102- 45.74% |
$9.22K - $9.6K
|
121
$11.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 12.84% |
$201K - $210K
|
19.6K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-111K- 27.61% |
$10M - $10.4M
|
291K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.48K+ 391.22% |
$495K - $516K
|
6.88K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
72New |
$6.51K - $6.77K
|
72
$6.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
827+ 4.09% |
$74.7K - $77.8K
|
21.1K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
9.44K+ 75.75% |
$853K - $888K
|
21.9K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.41K- 9.5% |
$579K - $603K
|
61K
$5.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.26K- 87.71% |
$204K - $212K
|
316
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2K- 17.09% |
$180K - $188K
|
9.68K
$905K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-419- 1.37% |
$37.9K - $39.4K
|
30.1K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.99K- 8.79% |
$361K - $376K
|
41.4K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-878- 1.95% |
$79.3K - $82.6K
|
44.2K
$4.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16New |
$1.45K - $1.51K
|
16
$1.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-389- 16.63% |
$35.2K - $36.6K
|
1.95K
$182K
|