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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.68K+ 8.41% |
$792K - $832K
|
112K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11K+ 263.15% |
$558K - $586K
|
8.44K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-925- 8.18% |
$84.4K - $88.6K
|
10.4K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$12.9K - $13.5K
|
141
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 8.19% |
$140K - $147K
|
20.2K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.3K+ 79.71% |
$1.85M - $1.95M
|
45.8K
$4.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.9K- 8.67% |
$3.01M - $3.16M
|
347K
$32.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
828+ 4.34% |
$75.6K - $79.3K
|
19.9K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$183 - $192
|
2
$187
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
906+ 183.03% |
$82.7K - $86.8K
|
1.4K
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$256K - $269K
|
2.81K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
602+ 4.33% |
$54.9K - $57.7K
|
14.5K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
542+ 9.44% |
$49.5K - $51.9K
|
6.29K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
65New |
$5.93K - $6.23K
|
65
$6.09K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.1K+ 10.79% |
$1.56M - $1.64M
|
175K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.85K+ 5.29% |
$169K - $177K
|
36.8K
$3.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.26K+ 18.91% |
$297K - $312K
|
20.5K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
522+ 4.84% |
$47.6K - $50K
|
11.3K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 2.9% |
$141K - $148K
|
51.6K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$2.1K - $2.2K
|
23
$2.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.5K- 21.81% |
$137K - $144K
|
5.38K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.11K- 34.54% |
$375K - $394K
|
7.79K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
916+ 19.42% |
$83.6K - $87.8K
|
5.63K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.88% |
$104K - $110K
|
61.9K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 20.19% |
$172K - $181K
|
11.2K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.47K- 62.32% |
$499K - $524K
|
3.31K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-676- 2.48% |
$61.7K - $64.8K
|
26.5K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.06K+ 2.92% |
$370K - $389K
|
143K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.5K+ 16.17% |
$4.7M - $4.94M
|
370K
$34.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
419+ 7.95% |
$38.2K - $40.1K
|
5.69K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.56K- 6.61% |
$507K - $533K
|
78.5K
$7.36M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
564+ 11.11% |
$51.5K - $54K
|
5.64K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.78K+ 12.23% |
$436K - $458K
|
43.9K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
14.5K+ 61.93% |
$1.32M - $1.39M
|
37.8K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
101+ 1.36% |
$9.22K - $9.68K
|
7.53K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 16.05% |
$2.22M - $2.33M
|
176K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
61.5K+ 4.87% |
$5.62M - $5.9M
|
1.33M
$124M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.01K+ 6.06% |
$457K - $480K
|
87.7K
$8.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.8K+ 25.24% |
$3.26M - $3.43M
|
177K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-740- 5.53% |
$67.5K - $70.9K
|
12.6K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.32K+ 15.12% |
$211K - $222K
|
17.6K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-123- 5.63% |
$11.2K - $11.8K
|
2.06K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.7K+ 454.98% |
$2.25M - $2.36M
|
30.1K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15.5K- 19.47% |
$1.42M - $1.49M
|
64.3K
$6.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.69K+ 8.5% |
$245K - $258K
|
34.3K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.86K- 29.43% |
$261K - $274K
|
6.85K
$641K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 1.42% |
$109K - $115K
|
85.3K
$7.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.29K- 17.98% |
$118K - $123K
|
5.88K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
725+ 8.02% |
$66.2K - $69.5K
|
9.77K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 272.83% |
$109K - $115K
|
1.63K
$153K
|