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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
315+ 45.85% |
$28.7K - $30.2K
|
1K
$95.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.74K+ 3.79% |
$433K - $455K
|
130K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-7.67K- 63.53% |
$700K - $734K
|
4.4K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
208New |
$19K - $19.9K
|
208
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
454New |
$41.4K - $43.5K
|
454
$43.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.36K- 23.39% |
$398K - $417K
|
14.3K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 4.52% |
$2.65K - $2.78K
|
612
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24New |
$2.19K - $2.3K
|
24
$2.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
161K+ 153.79% |
$14.7M - $15.5M
|
266K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
197KNew |
$18M - $18.9M
|
197K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$5.2K - $5.46K
|
57
$5.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
19New |
$1.73K - $1.82K
|
19
$1.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 337.5% |
$4.93K - $5.17K
|
70
$6.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
333+ 4.35% |
$30.4K - $31.9K
|
7.99K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4.9KNew |
$447K - $470K
|
4.9K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2+ 10.53% |
$183 - $192
|
21
$2K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.09KNew |
$373K - $392K
|
4.09K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.86K- 16.37% |
$444K - $466K
|
24.8K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.04K- 4.69% |
$825K - $866K
|
184K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.46KNew |
$224K - $236K
|
2.46K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.9K+ 18.76% |
$2.73M - $2.87M
|
189K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.7K+ 21.38% |
$1.16M - $1.22M
|
72.4K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.4K+ 18865.22% |
$1.58M - $1.66M
|
17.4K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2+ 10.53% |
$183 - $192
|
21
$2K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$1.46K - $1.53K
|
16
$1.53K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32.8KClosed |
$2.99M - $3.14M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
286+ 74.48% |
$26.1K - $27.4K
|
670
$63.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$4.56K - $4.79K
|
50
$4.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.39KNew |
$218K - $229K
|
2.39K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
558+ 16.18% |
$50.9K - $53.5K
|
4.01K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15- 27.27% |
$1.37K - $1.44K
|
40
$3.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.6K- 14.21% |
$237K - $249K
|
15.7K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20New |
$1.83K - $1.92K
|
20
$1.91K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.32K+ 11.76% |
$303K - $318K
|
31.6K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 46.76% |
$256K - $269K
|
3.2K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-106- 21.72% |
$9.67K - $10.2K
|
382
$36.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
81New |
$7.39K - $7.76K
|
81
$7.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.27K- 61.9% |
$116K - $122K
|
783
$74.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-453- 9.42% |
$41.3K - $43.4K
|
4.36K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
48+ 6.6% |
$4.38K - $4.6K
|
775
$74K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-690- 60.53% |
$63K - $66.1K
|
450
$42.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.52KNew |
$321K - $337K
|
3.52K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-77.8K- 33.41% |
$7.1M - $7.45M
|
155K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-988- 9.0% |
$90.2K - $94.7K
|
9.99K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
113KNew |
$10.3M - $10.8M
|
113K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.49K+ 137.55% |
$683K - $718K
|
12.9K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-154- 6.54% |
$14.1K - $14.8K
|
2.2K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-59- 0.45% |
$5.38K - $5.65K
|
13K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-126K- 60.37% |
$11.5M - $12.1M
|
82.8K
$7.9M
|