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 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.09KNew |
$373K - $392K
|
4.09K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.86K- 16.37% |
$444K - $466K
|
24.8K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.04K- 4.69% |
$825K - $866K
|
184K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.46KNew |
$224K - $236K
|
2.46K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.9K+ 18.76% |
$2.73M - $2.87M
|
189K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.7K+ 21.38% |
$1.16M - $1.22M
|
72.4K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.4K+ 18865.22% |
$1.58M - $1.66M
|
17.4K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2+ 10.53% |
$183 - $192
|
21
$2.01K
|
|
|
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
$64.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$4.56K - $4.79K
|
50
$4.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.39KNew |
$218K - $229K
|
2.39K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
558+ 16.18% |
$50.9K - $53.5K
|
4.01K
$384K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-15- 27.27% |
$1.37K - $1.44K
|
40
$3.84K
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.6K- 14.21% |
$237K - $249K
|
15.7K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20New |
$1.83K - $1.92K
|
20
$1.92K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.32K+ 11.76% |
$303K - $318K
|
31.6K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 46.76% |
$256K - $269K
|
3.2K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-106- 21.72% |
$9.67K - $10.2K
|
382
$36.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
81New |
$7.39K - $7.76K
|
81
$7.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.27K- 61.9% |
$116K - $122K
|
783
$75.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-453- 9.42% |
$41.3K - $43.4K
|
4.36K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
48+ 6.6% |
$4.38K - $4.6K
|
775
$74.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.52KNew |
$321K - $337K
|
3.52K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-77.8K- 33.41% |
$7.1M - $7.45M
|
155K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-988- 9.0% |
$90.2K - $94.7K
|
9.99K
$958K
|
|
|
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
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-154- 6.54% |
$14.1K - $14.8K
|
2.2K
$211K
|
|
|
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
$7.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47+ 7.42% |
$4.29K - $4.5K
|
680
$65.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.79% |
$1.64K - $1.72K
|
2.3K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.57KNew |
$143K - $150K
|
1.57K
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.89K+ 55.19% |
$263K - $277K
|
8.12K
$778K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25+ 9.19% |
$2.28K - $2.4K
|
297
$28.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.88K- 49.83% |
$263K - $276K
|
2.9K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.05K- 13.94% |
$187K - $196K
|
12.6K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-752- 22.0% |
$68.6K - $72.1K
|
2.67K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145New |
$13.2K - $13.9K
|
145
$13.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1New |
$91.3 - $95.8
|
1
$95.9
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.48K- 23.05% |
$135K - $142K
|
4.94K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-161- 30.67% |
$14.7K - $15.4K
|
364
$34.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.8KNew |
$438K - $460K
|
4.8K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
550KNew |
$50.2M - $52.7M
|
550K
$52.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 4.27% |
$1.29M - $1.36M
|
346K
$33.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
43New |
$3.92K - $4.12K
|
43
$4.12K
|