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 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
506+ 11.49% |
$46.3K - $47.7K
|
4.91K
$469K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-478- 13.16% |
$43.7K - $45K
|
3.15K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-997- 13.96% |
$91.1K - $93.9K
|
6.15K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
43.4K+ 19.53% |
$3.97M - $4.09M
|
266K
$25.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.16K- 28.32% |
$289K - $298K
|
7.99K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
126+ 1.89% |
$11.5K - $11.9K
|
6.8K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.01K+ 27.09% |
$275K - $284K
|
14.1K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
92+ 1.06% |
$8.41K - $8.67K
|
8.8K
$840K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.34K+ 88.76% |
$579K - $597K
|
13.5K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.98K+ 12.13% |
$547K - $564K
|
55.3K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
36New |
$3.29K - $3.39K
|
36
$3.44K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-777- 5.55% |
$71K - $73.2K
|
13.2K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 2.86% |
$296K - $305K
|
116K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.89K- 0.29% |
$356K - $367K
|
1.33M
$127M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.04K- 3.59% |
$278K - $286K
|
81.7K
$7.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22.2K+ 16.94% |
$2.03M - $2.09M
|
153K
$14.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72K+ 30.05% |
$157K - $162K
|
7.44K
$710K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
195+ 2.99% |
$17.8K - $18.4K
|
6.72K
$641K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.69K- 2.92% |
$154K - $159K
|
56.1K
$5.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
141+ 2.87% |
$12.9K - $13.3K
|
5.06K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
42+ 1.01% |
$3.84K - $3.96K
|
4.19K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.23K- 22.42% |
$113K - $116K
|
4.26K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.8K- 2.89% |
$256K - $264K
|
94.1K
$8.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-664- 12.6% |
$60.7K - $62.6K
|
4.61K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-97- 1.06% |
$8.87K - $9.14K
|
9.03K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.71KNew |
$247K - $255K
|
2.71K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
202+ 0.76% |
$18.5K - $19K
|
26.9K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-269- 44.61% |
$24.6K - $25.3K
|
334
$31.9K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
114+ 2.85% |
$10.4K - $10.7K
|
4.12K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
227+ 6.0% |
$20.8K - $21.4K
|
4.01K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.61K+ 13.5% |
$330K - $340K
|
30.3K
$2.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.56K- 15.89% |
$143K - $147K
|
8.28K
$790K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
439+ 3.94% |
$40.1K - $41.4K
|
11.6K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71.3K- 39.3% |
$6.51M - $6.71M
|
110K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
74+ 11.13% |
$6.76K - $6.97K
|
739
$70.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
156+ 2.33% |
$14.3K - $14.7K
|
6.85K
$654K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 35.21% |
$207K - $213K
|
8.68K
$828K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
475+ 148.44% |
$43.4K - $44.8K
|
795
$75.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.38K+ 3.34% |
$309K - $318K
|
105K
$9.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.61K+ 1.92% |
$330K - $340K
|
192K
$18.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.96K+ 4.04% |
$636K - $656K
|
179K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.47K+ 40.97% |
$774K - $798K
|
29.1K
$2.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
3.1K+ 0.52% |
$283K - $292K
|
602K
$57.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
347K+ 864.78% |
$31.8M - $32.7M
|
388K
$37M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.86KNew |
$262K - $270K
|
2.86K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13.3K+ 10.95% |
$1.22M - $1.26M
|
135K
$12.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-814- 18.59% |
$74.4K - $76.7K
|
3.57K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.96KNew |
$179K - $185K
|
1.96K
$187K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4.38K+ 7.05% |
$400K - $412K
|
66.4K
$6.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-593- 7.51% |
$54.2K - $55.9K
|
7.31K
$697K
|