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 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.1K- 9.71% |
$99.1K - $103K
|
10.2K
$954K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-19- 0.64% |
$1.72K - $1.79K
|
2.95K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-727- 9.42% |
$65.7K - $68.4K
|
6.99K
$653K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
24.6K+ 900.44% |
$2.22M - $2.32M
|
27.3K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 24.96% |
$206K - $214K
|
6.85K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195+ 5.49% |
$17.6K - $18.3K
|
3.75K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
254K+ 50.7% |
$22.9M - $23.9M
|
755K
$70.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-178- 4.5% |
$16.1K - $16.7K
|
3.78K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-780- 55.4% |
$70.5K - $73.4K
|
628
$58.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44K- 18.46% |
$3.98M - $4.14M
|
195K
$18.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.43K- 52.58% |
$400K - $417K
|
3.99K
$373K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.4KNew |
$668K - $696K
|
7.4K
$691K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.35K- 18.61% |
$212K - $221K
|
10.3K
$961K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.7K+ 4.25% |
$3.68M - $3.83M
|
998K
$93.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-745- 4.48% |
$67.3K - $70.1K
|
15.9K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
315New |
$28.5K - $29.6K
|
315
$29.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
389+ 4.12% |
$35.2K - $36.6K
|
9.84K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 2.99% |
$8.13K - $8.47K
|
2.92K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.1K- 35.72% |
$1M - $1.04M
|
20K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.31K- 17.59% |
$119K - $124K
|
6.15K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.44K+ 6.98% |
$492K - $512K
|
83.4K
$7.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-373- 4.17% |
$33.7K - $35.1K
|
8.58K
$802K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.4K+ 265.45% |
$1.4M - $1.45M
|
21.3K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.21K+ 58.03% |
$652K - $678K
|
19.6K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
20.7KNew |
$1.87M - $1.95M
|
20.7K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.9KNew |
$1.89M - $1.97M
|
20.9K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 6.45% |
$97.4K - $101K
|
15.6K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
567K+ 67.99% |
$51.2M - $53.3M
|
1.4M
$131M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
4.34K+ 3.35% |
$392K - $408K
|
134K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-7.27K- 7.34% |
$657K - $684K
|
91.7K
$8.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.38K+ 10.3% |
$215K - $224K
|
25.5K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.3K+ 522.11% |
$3.55M - $3.69M
|
46.8K
$4.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-544- 2.98% |
$49.2K - $51.2K
|
17.7K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
295+ 8.46% |
$26.7K - $27.8K
|
3.78K
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.24M
|
13.2K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.9K- 19.96% |
$171K - $178K
|
7.61K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.33K+ 2.26% |
$210K - $219K
|
105K
$9.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.17K - $2.26K
|
24
$2.24K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
460New |
$41.6K - $43.3K
|
460
$43K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.67K- 23.55% |
$150K - $157K
|
5.4K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 48.54% |
$250K - $260K
|
8.45K
$790K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
147New |
$13.3K - $13.8K
|
147
$13.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8.47K+ 2.44% |
$766K - $797K
|
356K
$33.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79.1K- 19.89% |
$7.14M - $7.44M
|
318K
$29.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-324- 6.24% |
$29.3K - $30.5K
|
4.87K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
368+ 10.47% |
$33.3K - $34.6K
|
3.88K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-41- 10.49% |
$3.71K - $3.86K
|
350
$32.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.03K- 16.87% |
$364K - $379K
|
19.9K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.29K- 22.9% |
$207K - $216K
|
7.72K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.53K+ 6.06% |
$229K - $238K
|
44.3K
$4.14M
|