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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-5.4K- 40.91% |
$488K - $508K
|
7.8K
$744K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.87K- 5.34% |
$440K - $458K
|
86.4K
$8.24M
|
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
2.86MNew |
$258M - $269M
|
2.86M
$272M
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-63- 0.89% |
$5.69K - $5.93K
|
7.01K
$669K
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$207K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$230K - $240K
|
2.55K
$243K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.23% |
$90.4 - $94.1
|
32
$3.05K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$227K - $237K
|
2.51K
$240K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
895New |
$80.9K - $84.2K
|
895
$85.4K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-20Closed |
$1.81K - $1.88K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
291New |
$26.3K - $27.4K
|
291
$27.8K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.19KNew |
$198K - $206K
|
2.19K
$209K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.18K- 62.66% |
$106K - $111K
|
702
$67K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 90.83% |
$8.95K - $9.31K
|
10
$954
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
795+ 10.46% |
$71.8K - $74.8K
|
8.39K
$801K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$271 - $282
|
3
$286
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3.11KNew |
$281K - $293K
|
3.11K
$297K
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16.1KNew |
$1.45M - $1.51M
|
16.1K
$1.54M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.14K- 26.13% |
$103K - $108K
|
3.23K
$308K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 17.73% |
$1.08M - $1.13M
|
55.5K
$5.3M
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
23.6K+ 53.63% |
$2.13M - $2.22M
|
67.6K
$6.45M
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-273K- 58.49% |
$24.6M - $25.6M
|
193K
$18.5M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.31K- 38.02% |
$208K - $217K
|
3.76K
$359K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
183New |
$16.5K - $17.2K
|
183
$17.5K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
695+ 26.79% |
$62.8K - $65.4K
|
3.29K
$314K
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-361- 0.45% |
$32.6K - $34K
|
80.7K
$7.7M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.47K+ 13.32% |
$133K - $139K
|
12.5K
$1.2M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.46KNew |
$222K - $232K
|
2.46K
$235K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-391- 14.52% |
$35.3K - $36.8K
|
2.3K
$220K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.51K- 72.76% |
$227K - $237K
|
941
$89.8K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
180+ 68.7% |
$16.3K - $16.9K
|
442
$42.2K
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.12KNew |
$644K - $670K
|
7.12K
$680K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.46% |
$181 - $188
|
434
$41.4K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-22- 61.11% |
$1.99K - $2.07K
|
14
$1.34K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-607- 1.94% |
$54.9K - $57.1K
|
30.7K
$2.93M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.1K- 77.44% |
$190K - $198K
|
612
$58.4K
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
322KNew |
$29.1M - $30.3M
|
322K
$30.7M
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
99+ 1.26% |
$8.95K - $9.31K
|
7.93K
$757K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.16K- 50.99% |
$286K - $298K
|
3.04K
$290K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
72New |
$6.51K - $6.77K
|
72
$6.87K
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
9.44K+ 75.75% |
$853K - $888K
|
21.9K
$2.09M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.26K- 87.71% |
$204K - $212K
|
316
$30.2K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-389- 16.63% |
$35.2K - $36.6K
|
1.95K
$186K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.74% |
$2.53K - $2.63K
|
3.83K
$365K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
761New |
$68.8K - $71.6K
|
761
$72.6K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-169- 4.69% |
$15.3K - $15.9K
|
3.43K
$327K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1KNew |
$190K - $198K
|
2.1K
$200K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
218New |
$19.7K - $20.5K
|
218
$20.8K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
246New |
$22.2K - $23.1K
|
246
$23.5K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
409New |
$37K - $38.5K
|
409
$39K
|