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 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
62+ 1.05% |
$5.67K - $5.84K
|
5.95K
$556K
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
116+ 4.05% |
$10.6K - $10.9K
|
2.98K
$279K
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
126K+ 42.21% |
$11.5M - $11.9M
|
424K
$39.6M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.03K+ 9.38% |
$94.2K - $97.1K
|
12K
$1.12M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21- 0.77% |
$1.92K - $1.98K
|
2.72K
$255K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-28- 0.63% |
$2.56K - $2.64K
|
4.39K
$410K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
616+ 128.87% |
$56.3K - $58K
|
1.09K
$102K
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
54K+ 61.27% |
$4.94M - $5.09M
|
142K
$13.3M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.53KNew |
$323K - $333K
|
3.53K
$330K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.29KNew |
$209K - $215K
|
2.29K
$214K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 18.05% |
$4.57K - $4.71K
|
227
$21.2K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
397+ 13.62% |
$36.3K - $37.4K
|
3.31K
$310K
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.08K+ 18.48% |
$98.6K - $102K
|
6.92K
$647K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
343+ 15.25% |
$31.4K - $32.3K
|
2.59K
$242K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.97K+ 5.74% |
$271K - $280K
|
54.6K
$5.11M
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-329- 1.29% |
$30.1K - $31K
|
25.2K
$2.36M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-141- 4.12% |
$12.9K - $13.3K
|
3.28K
$307K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
535+ 1.18% |
$48.9K - $50.4K
|
45.9K
$4.29M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
506+ 11.49% |
$46.3K - $47.7K
|
4.91K
$459K
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-478- 13.16% |
$43.7K - $45K
|
3.15K
$295K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-997- 13.96% |
$91.1K - $93.9K
|
6.15K
$575K
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
43.4K+ 19.53% |
$3.97M - $4.09M
|
266K
$24.8M
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.16K- 28.32% |
$289K - $298K
|
7.99K
$747K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
126+ 1.89% |
$11.5K - $11.9K
|
6.8K
$635K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.01K+ 27.09% |
$275K - $284K
|
14.1K
$1.32M
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
92+ 1.06% |
$8.41K - $8.67K
|
8.8K
$822K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.34K+ 88.76% |
$579K - $597K
|
13.5K
$1.26M
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.98K+ 12.13% |
$547K - $564K
|
55.3K
$5.17M
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
36New |
$3.29K - $3.39K
|
36
$3.36K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-777- 5.55% |
$71K - $73.2K
|
13.2K
$1.24M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 2.86% |
$296K - $305K
|
116K
$10.9M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.89K- 0.29% |
$356K - $367K
|
1.33M
$124M
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.04K- 3.59% |
$278K - $286K
|
81.7K
$7.64M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22.2K+ 16.94% |
$2.03M - $2.09M
|
153K
$14.3M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72K+ 30.05% |
$157K - $162K
|
7.44K
$696K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
195+ 2.99% |
$17.8K - $18.4K
|
6.72K
$628K
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.69K- 2.92% |
$154K - $159K
|
56.1K
$5.25M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
141+ 2.87% |
$12.9K - $13.3K
|
5.06K
$473K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
42+ 1.01% |
$3.84K - $3.96K
|
4.19K
$391K
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.23K- 22.42% |
$113K - $116K
|
4.26K
$398K
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.8K- 2.89% |
$256K - $264K
|
94.1K
$8.79M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-664- 12.6% |
$60.7K - $62.6K
|
4.61K
$431K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-97- 1.06% |
$8.87K - $9.14K
|
9.03K
$844K
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.71KNew |
$247K - $255K
|
2.71K
$253K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
202+ 0.76% |
$18.5K - $19K
|
26.9K
$2.51M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-269- 44.61% |
$24.6K - $25.3K
|
334
$31.2K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
114+ 2.85% |
$10.4K - $10.7K
|
4.12K
$385K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
227+ 6.0% |
$20.8K - $21.4K
|
4.01K
$375K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.61K+ 13.5% |
$330K - $340K
|
30.3K
$2.83M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.56K- 15.89% |
$143K - $147K
|
8.28K
$774K
|