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 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3.27K- 10.89% |
$295K - $307K
|
26.7K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$361 - $376
|
42.5K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-101K- 27.16% |
$9.13M - $9.5M
|
271K
$25.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-266- 8.49% |
$24K - $25K
|
2.87K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-15K- 21.42% |
$1.35M - $1.41M
|
55K
$5.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 17.28% |
$295K - $307K
|
15.6K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-321- 2.24% |
$29K - $30.2K
|
14K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 0.13% |
$5.96K - $6.21K
|
52.1K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
233+ 6.62% |
$21.1K - $21.9K
|
3.76K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
625+ 21.3% |
$56.5K - $58.8K
|
3.56K
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-64- 1.52% |
$5.78K - $6.02K
|
4.14K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
265+ 4.71% |
$23.9K - $24.9K
|
5.9K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 19.45% |
$36.1K - $37.6K
|
1.66K
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
425+ 2.53% |
$38.4K - $40K
|
17.3K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2M- 36.66% |
$109M - $113M
|
2.08M
$195M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 20.82% |
$109K - $113K
|
4.59K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-904- 18.08% |
$81.7K - $85K
|
4.1K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 43.1% |
$148K - $154K
|
2.16K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
37New |
$3.34K - $3.48K
|
37
$3.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 0.91% |
$1.03M - $1.07M
|
1.26M
$118M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-6.09K- 19.97% |
$550K - $573K
|
24.4K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-391- 1.16% |
$35.3K - $36.8K
|
33.3K
$3.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
65.2K+ 1175.48% |
$5.89M - $6.13M
|
70.7K
$6.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
31K+ 11.05% |
$2.8M - $2.92M
|
311K
$29.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.57K+ 1.4% |
$142K - $148K
|
113K
$10.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.71% |
$2.62K - $2.73K
|
4.12K
$385K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 13.18% |
$7.68K - $8K
|
560
$52.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-854- 5.86% |
$77.2K - $80.3K
|
13.7K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-371- 10.86% |
$33.5K - $34.9K
|
3.05K
$285K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
583+ 3.21% |
$52.7K - $54.8K
|
18.8K
$1.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-200- 6.78% |
$18.1K - $18.8K
|
2.75K
$257K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
41.7KNew |
$3.76M - $3.92M
|
41.7K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.19K- 20.47% |
$379K - $395K
|
16.3K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.77K- 6.58% |
$431K - $449K
|
67.7K
$6.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-197- 3.91% |
$17.8K - $18.5K
|
4.85K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.23KNew |
$111K - $115K
|
1.23K
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.3K- 23.51% |
$207K - $216K
|
7.47K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.12K+ 6.3% |
$282K - $293K
|
52.6K
$4.91M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-269- 4.86% |
$24.3K - $25.3K
|
5.27K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-617- 7.06% |
$55.8K - $58K
|
8.13K
$760K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-545- 3.44% |
$49.3K - $51.3K
|
15.3K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.65K- 19.47% |
$149K - $155K
|
6.81K
$636K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.87K- 35.28% |
$620K - $646K
|
12.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
168New |
$15.2K - $15.8K
|
168
$15.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-604- 85.43% |
$54.6K - $56.8K
|
103
$9.63K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-738- 19.69% |
$66.7K - $69.4K
|
3.01K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.9K- 62.52% |
$1.08M - $1.12M
|
7.14K
$667K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.86K- 19.63% |
$349K - $363K
|
15.8K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
106+ 4.78% |
$9.58K - $9.97K
|
2.33K
$217K
|