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 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-305- 93.85% |
$27.9K - $28.7K
|
20
$1.91K
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.08K- 31.8% |
$190K - $196K
|
4.47K
$426K
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
349+ 0.53% |
$31.9K - $32.9K
|
66.6K
$6.35M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
845+ 23.92% |
$77.2K - $79.6K
|
4.38K
$418K
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
19.9KNew |
$1.82M - $1.87M
|
19.9K
$1.9M
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
92+ 7.74% |
$8.41K - $8.67K
|
1.28K
$122K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
281+ 5.8% |
$25.7K - $26.5K
|
5.13K
$489K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.27K+ 8.95% |
$207K - $214K
|
27.6K
$2.63M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.1KNew |
$1.56M - $1.61M
|
17.1K
$1.63M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 2.35% |
$5.21K - $5.37K
|
2.49K
$237K
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
172+ 0.93% |
$15.7K - $16.2K
|
18.7K
$1.78M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-280- 11.47% |
$25.6K - $26.4K
|
2.16K
$206K
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
496+ 0.69% |
$45.3K - $46.7K
|
72.4K
$6.91M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.68K- 27.26% |
$153K - $158K
|
4.47K
$427K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11K- 19.53% |
$1M - $1.03M
|
45.1K
$4.31M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.47% |
$92.8K - $95.6K
|
42.1K
$4.02M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.46K- 10.09% |
$408K - $421K
|
39.8K
$3.8M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-5.4K- 4.03% |
$493K - $509K
|
129K
$12.3M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.2K+ 135.8% |
$384K - $396K
|
7.3K
$696K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.37KNew |
$490K - $505K
|
5.37K
$512K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
559+ 2.35% |
$51.1K - $52.7K
|
24.3K
$2.32M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-523- 11.23% |
$47.8K - $49.3K
|
4.13K
$394K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.37K+ 21.37% |
$217K - $223K
|
13.5K
$1.28M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
295+ 317.2% |
$27K - $27.8K
|
388
$37K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.64K+ 1.11% |
$333K - $343K
|
331K
$31.6M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.51% |
$91.4 - $94.2
|
195
$18.6K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.41K- 12.32% |
$403K - $415K
|
31.4K
$2.99M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-976- 16.86% |
$89.2K - $92K
|
4.81K
$459K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
86New |
$7.86K - $8.1K
|
86
$8.21K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.05K- 2.48% |
$96.1K - $99K
|
41.4K
$3.95M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
834+ 12.1% |
$76.2K - $78.6K
|
7.73K
$737K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.58K+ 14.67% |
$419K - $432K
|
35.8K
$3.42M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.42% |
$823 - $848
|
2.15K
$205K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-750- 0.31% |
$68.6K - $70.7K
|
244K
$23.2M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
497+ 2.69% |
$45.4K - $46.8K
|
19K
$1.81M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
53+ 2.31% |
$4.84K - $4.99K
|
2.35K
$224K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.61KNew |
$330K - $340K
|
3.61K
$345K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.99KNew |
$273K - $281K
|
2.99K
$285K
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
141+ 1.16% |
$12.9K - $13.3K
|
12.3K
$1.18M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.25K- 0.77% |
$206K - $212K
|
288K
$27.5M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 46.39% |
$4.11K - $4.24K
|
142
$13.5K
|
|
Q1 2025 | |||||||
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
526+ 12.21% |
$47.5K - $49.5K
|
4.83K
$461K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
195+ 4.33% |
$17.6K - $18.3K
|
4.7K
$448K
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-301- 12.19% |
$27.2K - $28.3K
|
2.17K
$207K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76- 43.43% |
$6.87K - $7.15K
|
99
$9.45K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-55.1K- 37.53% |
$4.98M - $5.18M
|
91.7K
$8.75M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-87- 55.77% |
$7.86K - $8.18K
|
69
$6.58K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-130- 0.69% |
$11.7K - $12.2K
|
18.8K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1.11K- 20.28% |
$99.9K - $104K
|
4.35K
$415K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.3K+ 24.05% |
$2.56M - $2.67M
|
146K
$13.9M
|