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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2- 0.24% |
$183 - $192
|
846
$79.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.1K- 2.8% |
$556K - $584K
|
212K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.08KNew |
$464K - $487K
|
5.08K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.01K+ 7.07% |
$457K - $480K
|
75.8K
$7.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.2KNew |
$566K - $594K
|
6.2K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11K+ 263.15% |
$558K - $586K
|
8.44K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$183 - $192
|
2
$187
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
65New |
$5.93K - $6.23K
|
65
$6.08K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$2.1K - $2.2K
|
23
$2.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.56K- 6.61% |
$507K - $533K
|
78.5K
$7.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216New |
$19.7K - $20.7K
|
216
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 29.89% |
$195K - $204K
|
5K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98KNew |
$272K - $286K
|
2.98K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.92M
|
20K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$4.29K - $4.5K
|
47
$4.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.49KNew |
$410K - $430K
|
4.49K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
60New |
$5.48K - $5.75K
|
60
$5.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
64+ 29.77% |
$5.84K - $6.13K
|
279
$26.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 66.67% |
$29.6K - $31K
|
162
$15.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-24- 0.09% |
$2.19K - $2.3K
|
26.2K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 5.5% |
$548 - $575
|
115
$10.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.84KNew |
$259K - $272K
|
2.84K
$265K
|
|
| Q3 2024 | |||||||
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-199Closed |
$18.1K - $19.2K
|
0
$0
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
843+ 1.06% |
$76.6K - $81.5K
|
80.5K
$7.52M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60+ 176.47% |
$5.45K - $5.8K
|
94
$8.79K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
149+ 115.5% |
$13.5K - $14.4K
|
278
$26K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-682- 13.46% |
$62K - $65.9K
|
4.38K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.12K+ 42.65% |
$283K - $301K
|
10.4K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.48KNew |
$225K - $240K
|
2.48K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.04K- 47.52% |
$367K - $390K
|
4.46K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.91K- 45.27% |
$174K - $185K
|
2.31K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
145KNew |
$13.2M - $14M
|
145K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.18% |
$159K - $169K
|
150K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.41KNew |
$582K - $620K
|
6.41K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-968- 98.67% |
$87.9K - $93.6K
|
13
$1.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30.3KNew |
$2.76M - $2.93M
|
30.3K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.6KNew |
$1.33M - $1.42M
|
14.6K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-109- 78.42% |
$9.9K - $10.5K
|
30
$2.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
85New |
$7.72K - $8.22K
|
85
$7.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10KNew |
$909K - $967K
|
10K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2.99K- 5.74% |
$272K - $289K
|
49.1K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13.3K- 16.77% |
$1.2M - $1.28M
|
65.8K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.9K+ 176.49% |
$355K - $377K
|
6.12K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.09KNew |
$190K - $202K
|
2.09K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
440New |
$40K - $42.5K
|
440
$41.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-98- 0.92% |
$8.9K - $9.47K
|
10.5K
$983K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 7.8% |
$236K - $251K
|
35.9K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.55KNew |
$323K - $343K
|
3.55K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83New |
$7.54K - $8.02K
|
83
$7.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.24K+ 184.66% |
$385K - $410K
|
6.53K
$611K
|
|