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
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
221+ 1.97% |
$20.2K - $21.2K
|
11.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 4.52% |
$2.65K - $2.78K
|
612
$57.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
594+ 5.16% |
$54.2K - $56.9K
|
12.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7.83KNew |
$715K - $751K
|
7.83K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
87.2KNew |
$7.95M - $8.35M
|
87.2K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
325New |
$29.7K - $31.1K
|
325
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24New |
$2.19K - $2.3K
|
24
$2.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13KNew |
$1.19M - $1.25M
|
13K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
14.8KNew |
$1.35M - $1.42M
|
14.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
590K+ 7.42% |
$53.8M - $56.5M
|
8.54M
$798M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3K+ 365.01% |
$1.94M - $2.04M
|
27.1K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14.8K+ 13.5% |
$1.35M - $1.41M
|
124K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
973+ 21.58% |
$88.8K - $93.2K
|
5.48K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.12K- 4.76% |
$559K - $586K
|
122K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-651- 11.78% |
$59.4K - $62.4K
|
4.88K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.43K+ 7.33% |
$313K - $328K
|
50.2K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.78KNew |
$710K - $746K
|
7.78K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.03K+ 12.74% |
$93.8K - $98.5K
|
9.1K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.18K+ 17.24% |
$838K - $880K
|
62.4K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
161K+ 153.79% |
$14.7M - $15.5M
|
266K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-7.3K- 25.89% |
$666K - $699K
|
20.9K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-44K- 22.57% |
$4.01M - $4.21M
|
151K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-604K- 93.45% |
$55.1M - $57.9M
|
42.3K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-260- 57.27% |
$23.7K - $24.9K
|
194
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-156K- 75.88% |
$14.2M - $14.9M
|
49.6K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
25.6KNew |
$2.33M - $2.45M
|
25.6K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.24K+ 17.07% |
$204K - $214K
|
15.3K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.95KNew |
$178K - $187K
|
1.95K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52K+ 13.14% |
$139K - $146K
|
13.1K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
188+ 5.64% |
$17.2K - $18K
|
3.52K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
197KNew |
$18M - $18.9M
|
197K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-709- 3.44% |
$64.7K - $67.9K
|
19.9K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.98KNew |
$181K - $190K
|
1.98K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$5.2K - $5.46K
|
57
$5.33K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.08KNew |
$281K - $295K
|
3.08K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
19New |
$1.73K - $1.82K
|
19
$1.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
89.7K+ 4359.07% |
$8.18M - $8.59M
|
91.7K
$8.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.54K- 4.65% |
$870K - $914K
|
195K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
25.2K+ 6.53% |
$2.3M - $2.41M
|
411K
$38.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79.4K+ 7.62% |
$7.25M - $7.61M
|
1.12M
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-160K- 16.1% |
$14.6M - $15.3M
|
834K
$78M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.23K+ 21.07% |
$751K - $789K
|
47.3K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-31K- 22.07% |
$2.83M - $2.97M
|
110K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
664+ 1.11% |
$60.6K - $63.6K
|
60.3K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
94.4K+ 28.53% |
$8.62M - $9.05M
|
425K
$39.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42.8K- 63.17% |
$3.9M - $4.1M
|
24.9K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
877+ 6.9% |
$80K - $84K
|
13.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.55K- 49.08% |
$871K - $915K
|
9.9K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
364+ 1.15% |
$33.2K - $34.9K
|
31.9K
$2.98M
|