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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.96K- 22.46% |
$538K - $561K
|
20.6K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-951- 22.27% |
$85.9K - $89.5K
|
3.32K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
897K+ 2003.02% |
$81.1M - $84.4M
|
942K
$88M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5K+ 26.24% |
$1.22M - $1.27M
|
65.2K
$6.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7K+ 66.74% |
$2.14M - $2.23M
|
59.3K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-36.4K- 41.53% |
$3.29M - $3.43M
|
51.3K
$4.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 21.09% |
$214K - $223K
|
8.88K
$830K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
117KNew |
$10.6M - $11M
|
117K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-392- 8.04% |
$35.4K - $36.9K
|
4.48K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 6.79% |
$9.63M - $10M
|
1.68M
$157M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-968- 4.51% |
$87.5K - $91.1K
|
20.5K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.48K+ 11.87% |
$133K - $139K
|
13.9K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
107K+ 195.75% |
$9.67M - $10.1M
|
162K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
190+ 0.11% |
$17.2K - $17.9K
|
172K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
490K+ 36.74% |
$44.3M - $46.1M
|
1.83M
$171M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38.9KNew |
$3.51M - $3.66M
|
38.9K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
273+ 3.54% |
$24.7K - $25.7K
|
8K
$747K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28New |
$2.53K - $2.63K
|
28
$2.62K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
325New |
$29.4K - $30.6K
|
325
$30.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
543+ 0.53% |
$49.1K - $51.1K
|
104K
$9.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.34K- 47.33% |
$212K - $220K
|
2.61K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.64K- 26.14% |
$239K - $249K
|
7.47K
$698K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.35K+ 6.24% |
$393K - $409K
|
74K
$6.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-74- 3.74% |
$6.69K - $6.96K
|
1.91K
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
16+ 0.3% |
$1.45K - $1.51K
|
5.29K
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.08K - $1.13K
|
12
$1.12K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
270+ 18.17% |
$24.4K - $25.4K
|
1.76K
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.11K+ 20.79% |
$100K - $104K
|
6.43K
$601K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-16.9K- 64.41% |
$1.52M - $1.59M
|
9.32K
$871K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.2KNew |
$1.37M - $1.43M
|
15.2K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.96K- 21.96% |
$358K - $373K
|
14.1K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-125- 15.74% |
$11.3K - $11.8K
|
669
$62.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-45- 2.0% |
$4.07K - $4.23K
|
2.21K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.58K- 14.83% |
$685K - $713K
|
43.5K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
20.5K+ 6.62% |
$1.85M - $1.93M
|
330K
$30.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$5.3M - $5.52M
|
58.6K
$5.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-73K- 96.58% |
$6.6M - $6.87M
|
2.58K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
163K+ 17.92% |
$14.8M - $15.4M
|
1.07M
$100M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.56K- 41.81% |
$683K - $711K
|
10.5K
$983K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.72K- 43.65% |
$427K - $444K
|
6.1K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.36K+ 5417.74% |
$304K - $316K
|
3.42K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.69% |
$271 - $282
|
439
$41K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-171- 4.44% |
$15.5K - $16.1K
|
3.68K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-771- 9.45% |
$69.7K - $72.5K
|
7.39K
$691K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
974+ 8.4% |
$88K - $91.6K
|
12.6K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-13- 0.14% |
$1.17K - $1.22K
|
9.49K
$887K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-313- 9.88% |
$28.3K - $29.4K
|
2.86K
$267K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
90New |
$8.13K - $8.47K
|
90
$8.41K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 29.75% |
$9.83M - $10.3M
|
470K
$43.9M
|
|