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 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
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
62K+ 4.67% |
$5.67M - $5.85M
|
1.39M
$133M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-104- 1.81% |
$9.51K - $9.8K
|
5.63K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-227- 8.79% |
$20.8K - $21.4K
|
2.36K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 9.66% |
$272K - $281K
|
27.8K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.81K+ 54.15% |
$439K - $453K
|
13.7K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-11.4K- 8.47% |
$1.04M - $1.07M
|
123K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$1.37K - $1.41K
|
9.75K
$934K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
8.82K+ 1.83% |
$806K - $831K
|
490K
$47M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.36K- 22.16% |
$125K - $128K
|
4.79K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-608- 18.63% |
$55.6K - $57.3K
|
2.66K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-3.4K- 3.09% |
$311K - $320K
|
106K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.7K+ 2.75% |
$521K - $537K
|
213K
$20.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
45New |
$4.11K - $4.24K
|
45
$4.32K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-100- 3.39% |
$9.14K - $9.42K
|
2.85K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
854+ 39.43% |
$78.1K - $80.5K
|
3.02K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
177+ 4.07% |
$16.2K - $16.7K
|
4.53K
$434K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.52K+ 21.06% |
$322K - $332K
|
20.3K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 49.94% |
$480K - $495K
|
5.26K
$505K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
953+ 11.73% |
$87.1K - $89.8K
|
9.08K
$871K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 1.69% |
$139K - $143K
|
91.1K
$8.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-975- 10.22% |
$89.1K - $91.9K
|
8.57K
$822K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-701- 1.85% |
$64.1K - $66K
|
37.1K
$3.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
42New |
$3.84K - $3.96K
|
42
$4.03K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
905+ 6.45% |
$82.7K - $85.3K
|
14.9K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12.4K+ 2.17% |
$1.13M - $1.17M
|
584K
$56M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.3KNew |
$2.23M - $2.29M
|
24.3K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
361+ 3.51% |
$33K - $34K
|
10.6K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-546- 7.77% |
$49.9K - $51.4K
|
6.48K
$622K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
320New |
$29.3K - $30.2K
|
320
$30.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.7K+ 9.05% |
$155K - $160K
|
20.5K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
530+ 5.33% |
$48.4K - $49.9K
|
10.5K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
582+ 12.98% |
$53.2K - $54.8K
|
5.07K
$486K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.76K+ 33.4% |
$527K - $543K
|
23K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.21KNew |
$202K - $208K
|
2.21K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-166- 60.81% |
$15.2K - $15.6K
|
107
$10.3K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
934+ 7.22% |
$85.4K - $88K
|
13.9K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-109K- 34.93% |
$9.94M - $10.2M
|
203K
$19.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-603- 1.18% |
$55.1K - $56.8K
|
50.7K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.01K- 29.6% |
$184K - $189K
|
4.78K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 5.96% |
$1.19K - $1.22K
|
205
$19.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
995+ 5.42% |
$91K - $93.7K
|
19.4K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.08K- 4.62% |
$98.3K - $101K
|
22.2K
$2.13M
|