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 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
7.24K+ 11.95% |
$662K - $682K
|
67.8K
$6.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-368- 9.48% |
$33.6K - $34.7K
|
3.52K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.32K- 24.2% |
$212K - $219K
|
7.27K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.44KNew |
$589K - $607K
|
6.44K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 8.34% |
$136K - $140K
|
19.3K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 2752.63% |
$95.6K - $98.6K
|
1.08K
$104K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.89K- 47.95% |
$447K - $461K
|
5.31K
$509K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
638+ 26.16% |
$58.3K - $60.1K
|
3.08K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
64.1K+ 98.35% |
$5.86M - $6.04M
|
129K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 2.72% |
$1.18M - $1.22M
|
463K
$44.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 36.61% |
$240K - $247K
|
9.78K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
429+ 5.37% |
$39.2K - $40.4K
|
8.42K
$808K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
532+ 12.84% |
$48.6K - $50.1K
|
4.67K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2K+ 21.2% |
$933K - $961K
|
58.3K
$5.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
39KNew |
$3.57M - $3.68M
|
39K
$3.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
722+ 9.49% |
$66K - $68K
|
8.33K
$799K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
17+ 106.25% |
$1.55K - $1.6K
|
33
$3.16K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.89K- 9.07% |
$356K - $367K
|
39K
$3.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$8.59K - $8.86K
|
10
$959
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 60.36% |
$1.17M - $1.21M
|
8.43K
$808K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.9K- 25.74% |
$2.18M - $2.25M
|
68.8K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-130- 3.44% |
$11.9K - $12.2K
|
3.65K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.3K+ 11.96% |
$485K - $500K
|
49.6K
$4.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.13K- 33.9% |
$103K - $106K
|
2.19K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
619K+ 82.04% |
$56.6M - $58.3M
|
1.37M
$132M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.91K- 19.44% |
$175K - $180K
|
7.93K
$760K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
37New |
$3.38K - $3.49K
|
37
$3.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 1.02% |
$3.93K - $4.05K
|
4.28K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
345+ 15.04% |
$31.5K - $32.5K
|
2.64K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-85- 2.51% |
$7.77K - $8.01K
|
3.3K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-211K- 60.08% |
$19.3M - $19.8M
|
140K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
32New |
$2.93K - $3.02K
|
32
$3.07K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.02K- 0.08% |
$276K - $284K
|
3.65M
$350M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
95.4K+ 62.37% |
$8.72M - $8.99M
|
248K
$23.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.47KNew |
$225K - $232K
|
2.47K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
893New |
$81.6K - $84.1K
|
893
$85.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.45K+ 13.16% |
$224K - $231K
|
21.1K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.24K- 2.5% |
$479K - $493K
|
204K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120+ 35.29% |
$11K - $11.3K
|
460
$44.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-852- 19.7% |
$77.9K - $80.3K
|
3.47K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
722+ 8.02% |
$66K - $68K
|
9.73K
$933K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-43- 2.79% |
$3.93K - $4.05K
|
1.5K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.55K+ 41.64% |
$599K - $617K
|
22.3K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 3.54% |
$329K - $339K
|
105K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.07K+ 52.15% |
$372K - $384K
|
11.9K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.6KNew |
$329K - $339K
|
3.6K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
83.7K+ 38.56% |
$7.65M - $7.88M
|
301K
$28.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
98.7K+ 134.52% |
$9.02M - $9.3M
|
172K
$16.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.43% |
$19.2K - $19.8K
|
14.9K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.75K- 32.98% |
$160K - $165K
|
3.55K
$341K
|