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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-162- 1.25% |
$14.8K - $15.3K
|
12.8K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.89K+ 19.6% |
$356K - $367K
|
23.8K
$2.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.67K- 31.3% |
$244K - $251K
|
5.85K
$561K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
212K+ 25.72% |
$19.4M - $20M
|
1.04M
$99.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.97K- 1.07% |
$180K - $185K
|
182K
$17.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 7.21% |
$1.18M - $1.22M
|
166K
$15.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.76K- 5.51% |
$435K - $448K
|
81.5K
$7.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
2.56K+ 9.96% |
$234K - $242K
|
28.3K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
110+ 21.53% |
$10.1K - $10.4K
|
621
$59.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
27.1K+ 30.83% |
$2.48M - $2.55M
|
115K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-241- 0.91% |
$22K - $22.7K
|
26.3K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-83.5K- 26.68% |
$7.64M - $7.87M
|
230K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.95K- 11.55% |
$269K - $278K
|
22.6K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
211+ 3.28% |
$19.3K - $19.9K
|
6.64K
$637K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-143- 97.28% |
$13.1K - $13.5K
|
4
$384
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-413- 2.6% |
$37.8K - $38.9K
|
15.5K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.18K+ 5.65% |
$839K - $865K
|
172K
$16.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-3.78K- 11.69% |
$345K - $356K
|
28.5K
$2.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-688- 0.05% |
$62.9K - $64.8K
|
1.4M
$134M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
38+ 0.56% |
$3.47K - $3.58K
|
6.88K
$660K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.09K+ 19.29% |
$374K - $386K
|
25.3K
$2.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53.3KNew |
$4.87M - $5.02M
|
53.3K
$5.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-151- 3.79% |
$13.8K - $14.2K
|
3.84K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
9New |
$823 - $848
|
9
$863
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
43+ 5.78% |
$3.93K - $4.05K
|
787
$75.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-572- 0.99% |
$52.3K - $53.9K
|
57.1K
$5.47M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
10.5K+ 395.11% |
$960K - $989K
|
13.2K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-4.82K- 12.63% |
$440K - $454K
|
33.3K
$3.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
131+ 0.5% |
$12K - $12.3K
|
26.6K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 92.25% |
$288K - $297K
|
265
$25.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.8K+ 22.25% |
$6.48M - $6.68M
|
389K
$37.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
44K+ 97.65% |
$4.02M - $4.15M
|
89.1K
$8.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.68K+ 56.86% |
$611K - $629K
|
18.4K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-26.8K- 8.62% |
$2.45M - $2.53M
|
284K
$27.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.24K+ 16.0% |
$205K - $211K
|
16.2K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.74K+ 1.9% |
$159K - $164K
|
93.5K
$8.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 45.2% |
$304K - $313K
|
10.7K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.52K+ 8.68% |
$413K - $426K
|
56.6K
$5.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-74- 0.23% |
$6.76K - $6.97K
|
32.2K
$3.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 0.58% |
$14.1M - $14.5M
|
26.8M
$2.57B
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.18K+ 9.47% |
$382K - $394K
|
48.3K
$4.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-101- 51.53% |
$9.23K - $9.52K
|
95
$9.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-292- 33.37% |
$26.7K - $27.5K
|
583
$55.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
318+ 24.2% |
$29.1K - $30K
|
1.63K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.22% |
$457 - $471
|
2.29K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.09K+ 3.27% |
$99.6K - $103K
|
34.4K
$3.3M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
93+ 0.67% |
$8.5K - $8.76K
|
14K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-329- 11.03% |
$30.1K - $31K
|
2.66K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
196New |
$17.9K - $18.5K
|
196
$18.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 14.96% |
$125K - $129K
|
10.5K
$1.01M
|