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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.02K+ 52.63% |
$815K - $848K
|
26.2K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.16M- 7.5% |
$195M - $203M
|
26.6M
$2.49B
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
91+ 2.96% |
$8.22K - $8.56K
|
3.16K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-11- 0.07% |
$994 - $1.03K
|
14.8K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.74% |
$2.53K - $2.63K
|
3.83K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25- 69.44% |
$2.26K - $2.35K
|
11
$1.03K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98New |
$8.86K - $9.22K
|
98
$9.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-599- 51.42% |
$54.1K - $56.4K
|
566
$52.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
761New |
$68.8K - $71.6K
|
761
$71.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-15.5K- 6.58% |
$1.4M - $1.46M
|
220K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-527- 2.06% |
$47.6K - $49.6K
|
25.1K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-484- 10.01% |
$43.7K - $45.5K
|
4.35K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.58K- 10.44% |
$143K - $149K
|
13.6K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-17.1K- 48.57% |
$1.54M - $1.61M
|
18.1K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-19.3K- 9.5% |
$1.75M - $1.82M
|
184K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.67K+ 0.28% |
$332K - $345K
|
1.33M
$124M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 49.55% |
$201K - $209K
|
6.71K
$627K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
744New |
$67.2K - $70K
|
744
$69.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
32.3KNew |
$2.92M - $3.04M
|
32.3K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-657- 5.26% |
$59.4K - $61.8K
|
11.8K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-4.87K- 13.12% |
$440K - $458K
|
32.3K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.2K+ 19.55% |
$2.28M - $2.37M
|
154K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.7K+ 50.82% |
$1.69M - $1.76M
|
55.5K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1K+ 3.91% |
$90.5K - $94.2K
|
26.6K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
19.7K+ 2.94% |
$1.78M - $1.86M
|
690K
$64.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.88K- 11.08% |
$351K - $365K
|
31.1K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.36K- 14.9% |
$485K - $505K
|
30.6K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
129+ 1.87% |
$11.7K - $12.1K
|
7.03K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-169- 4.69% |
$15.3K - $15.9K
|
3.43K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.32K+ 16.0% |
$119K - $124K
|
9.54K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.81K- 12.46% |
$254K - $264K
|
19.8K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15+ 0.46% |
$1.36K - $1.41K
|
3.31K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-215- 84.98% |
$19.4K - $20.2K
|
38
$3.55K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-924- 2.38% |
$83.5K - $86.9K
|
37.8K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
222New |
$20.1K - $20.9K
|
222
$20.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-138K- 8.2% |
$12.5M - $13M
|
1.55M
$145M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 218.64% |
$21.7M - $22.6M
|
351K
$32.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1KNew |
$190K - $198K
|
2.1K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.97K+ 0.7% |
$721K - $750K
|
1.15M
$107M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.58K- 20.91% |
$142K - $148K
|
5.96K
$557K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
218New |
$19.7K - $20.5K
|
218
$20.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.5K- 1.71% |
$1.04M - $1.08M
|
659K
$61.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-2.04K- 25.51% |
$184K - $192K
|
5.95K
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-190- 7.65% |
$17.2K - $17.9K
|
2.29K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
246New |
$22.2K - $23.1K
|
246
$23K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
409New |
$37K - $38.5K
|
409
$38.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
205+ 1576.92% |
$18.5K - $19.3K
|
218
$20.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-168- 2.33% |
$15.2K - $15.8K
|
7.03K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 16.5% |
$125K - $130K
|
9.76K
$912K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
170+ 0.83% |
$15.4K - $16K
|
20.6K
$1.92M
|