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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
547+ 2.32% |
$50K - $51.5K
|
24.2K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.26K+ 18.13% |
$572K - $590K
|
40.8K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
255K+ 1.21% |
$23.3M - $24M
|
21.3M
$2.03B
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.88KNew |
$812K - $836K
|
8.88K
$847K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
275K+ 601.16% |
$25.1M - $25.9M
|
321K
$30.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.7K- 9.08% |
$156K - $160K
|
17.1K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.7K- 39.29% |
$886K - $914K
|
15K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-8.08K- 6.7% |
$738K - $761K
|
112K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-973- 1.91% |
$88.9K - $91.7K
|
49.8K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.04K- 1.42% |
$461K - $475K
|
351K
$33.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.31MNew |
$394M - $406M
|
4.31M
$411M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 2.94% |
$319K - $329K
|
115K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.5K+ 29.55% |
$1.42M - $1.46M
|
67.9K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.42K- 5.15% |
$404K - $417K
|
81.4K
$7.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
478+ 8.12% |
$43.7K - $45K
|
6.36K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
279+ 2.5% |
$25.5K - $26.3K
|
11.4K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
207+ 2.51% |
$18.9K - $19.5K
|
8.45K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-41.2K- 13.97% |
$3.76M - $3.88M
|
254K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
53.6K+ 23.83% |
$4.9M - $5.05M
|
279K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-23.4K- 32.54% |
$2.14M - $2.2M
|
48.4K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
37New |
$3.38K - $3.49K
|
37
$3.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.05K- 10.89% |
$95.5K - $98.5K
|
8.55K
$816K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2.37K+ 15.23% |
$216K - $223K
|
17.9K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.89M
|
20K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.66K- 41.19% |
$152K - $157K
|
2.37K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
174+ 0.69% |
$15.9K - $16.4K
|
25.3K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.1K+ 9.73% |
$2.29M - $2.36M
|
283K
$27M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.56KNew |
$234K - $241K
|
2.56K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19+ 1.06% |
$1.74K - $1.79K
|
1.81K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.67K+ 0.93% |
$335K - $345K
|
399K
$38.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
12.6K+ 0.87% |
$1.15M - $1.19M
|
1.46M
$139M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.97K- 21.74% |
$546K - $563K
|
21.5K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
215KNew |
$19.6M - $20.2M
|
215K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.13K+ 5.12% |
$195K - $201K
|
43.8K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 10.88% |
$258K - $266K
|
23.1K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-133- 3.0% |
$12.2K - $12.5K
|
4.31K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31+ 1.28% |
$2.83K - $2.92K
|
2.45K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.21K+ 2.66% |
$202K - $209K
|
85.5K
$8.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59K+ 9.9% |
$145K - $149K
|
17.6K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
513+ 3.24% |
$46.9K - $48.3K
|
16.3K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
65+ 1.05% |
$5.94K - $6.12K
|
6.27K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
71+ 3.08% |
$6.49K - $6.69K
|
2.38K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-362- 6.53% |
$33.1K - $34.1K
|
5.18K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-400- 0.5% |
$36.6K - $37.7K
|
79K
$7.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-10.7K- 51.61% |
$979K - $1.01M
|
10K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
15.2K+ 12.97% |
$1.39M - $1.43M
|
132K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.42K- 8.26% |
$312K - $322K
|
38K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.5K+ 46.89% |
$3.52M - $3.63M
|
121K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.8K+ 42.77% |
$439K - $452K
|
16K
$1.53M
|