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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
24.6K+ 900.44% |
$2.22M - $2.32M
|
27.3K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-178- 4.5% |
$16.1K - $16.7K
|
3.78K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.4KNew |
$668K - $696K
|
7.4K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
315New |
$28.5K - $29.6K
|
315
$30.1K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 2.99% |
$8.13K - $8.47K
|
2.92K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.1K- 35.72% |
$1M - $1.04M
|
20K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.44K+ 6.98% |
$492K - $512K
|
83.4K
$7.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.21K+ 58.03% |
$652K - $678K
|
19.6K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.24M
|
13.2K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.17K - $2.26K
|
24
$2.29K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
460New |
$41.6K - $43.3K
|
460
$43.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-41- 10.49% |
$3.71K - $3.86K
|
350
$33.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$361 - $376
|
42.5K
$4.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-266- 8.49% |
$24K - $25K
|
2.87K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 19.45% |
$36.1K - $37.6K
|
1.66K
$158K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
37New |
$3.34K - $3.48K
|
37
$3.53K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-371- 10.86% |
$33.5K - $34.9K
|
3.05K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-200- 6.78% |
$18.1K - $18.8K
|
2.75K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.23KNew |
$111K - $115K
|
1.23K
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-545- 3.44% |
$49.3K - $51.3K
|
15.3K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.65K- 19.47% |
$149K - $155K
|
6.81K
$649K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
168New |
$15.2K - $15.8K
|
168
$16K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-604- 85.43% |
$54.6K - $56.8K
|
103
$9.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-738- 19.69% |
$66.7K - $69.4K
|
3.01K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
106+ 4.78% |
$9.58K - $9.97K
|
2.33K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
117KNew |
$10.6M - $11M
|
117K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.24K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28New |
$2.53K - $2.63K
|
28
$2.67K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
325New |
$29.4K - $30.6K
|
325
$31K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.34K- 47.33% |
$212K - $220K
|
2.61K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-74- 3.74% |
$6.69K - $6.96K
|
1.91K
$182K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.08K - $1.13K
|
12
$1.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.11K+ 20.79% |
$100K - $104K
|
6.43K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-125- 15.74% |
$11.3K - $11.8K
|
669
$63.8K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
20.5K+ 6.62% |
$1.85M - $1.93M
|
330K
$31.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-73K- 96.58% |
$6.6M - $6.87M
|
2.58K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.72K- 43.65% |
$427K - $444K
|
6.1K
$582K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-313- 9.88% |
$28.3K - $29.4K
|
2.86K
$273K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
90New |
$8.13K - $8.47K
|
90
$8.59K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.88K+ 18.78% |
$445K - $468K
|
30.9K
$2.94M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
95.8K+ 13.62% |
$8.74M - $9.18M
|
799K
$76.2M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.4K- 83.63% |
$3.5M - $3.68M
|
7.52K
$718K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.22KNew |
$203K - $213K
|
2.22K
$212K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-145- 5.15% |
$13.2K - $13.9K
|
2.67K
$255K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
72+ 1.88% |
$6.57K - $6.9K
|
3.9K
$372K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
168New |
$15.3K - $16.1K
|
168
$16K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-41- 6.52% |
$3.74K - $3.93K
|
588
$56.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.81K- 42.42% |
$165K - $174K
|
2.46K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.46KNew |
$316K - $332K
|
3.46K
$330K
|
|