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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
289+ 8.61% |
$26.7K - $27.7K
|
3.65K
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.16K+ 3.84% |
$200K - $207K
|
58.3K
$5.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
71.7KNew |
$6.63M - $6.86M
|
71.7K
$6.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-20.5K- 50.34% |
$1.89M - $1.96M
|
20.2K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.5K+ 3.9% |
$4.11M - $4.26M
|
1.18M
$114M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 0.23% |
$92.5 - $95.7
|
443
$42.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-63.8K- 3.46% |
$5.9M - $6.11M
|
1.78M
$171M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-196K- 99.86% |
$18.1M - $18.7M
|
281
$26.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
21.9K+ 7.63% |
$2.02M - $2.09M
|
308K
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
290+ 11.19% |
$26.8K - $27.8K
|
2.88K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
403K+ 3057.65% |
$37.3M - $38.6M
|
416K
$39.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-584- 18.52% |
$54K - $55.9K
|
2.57K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.61K- 16.05% |
$149K - $154K
|
8.43K
$808K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-564- 3.99% |
$52.1K - $54K
|
13.6K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.44K+ 19.45% |
$226K - $233K
|
15K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.45K+ 10.3% |
$411K - $426K
|
47.7K
$4.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.23% |
$555 - $574
|
2.66K
$255K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
937+ 0.81% |
$86.6K - $89.7K
|
117K
$11.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.35K+ 3.66% |
$125K - $129K
|
38.3K
$3.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
169+ 2.29% |
$15.6K - $16.2K
|
7.56K
$725K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
387+ 4.46% |
$35.8K - $37K
|
9.07K
$869K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.43K- 34.66% |
$132K - $137K
|
2.7K
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
64+ 1.08% |
$5.92K - $6.13K
|
6.01K
$576K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
58.9KNew |
$5.44M - $5.63M
|
58.9K
$5.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
933+ 10.9% |
$86.3K - $89.3K
|
9.49K
$910K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.78K+ 78.7% |
$257K - $266K
|
6.31K
$605K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
12.1KNew |
$1.11M - $1.15M
|
12.1K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.64K- 16.2% |
$244K - $253K
|
13.7K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.52K+ 13.23% |
$326K - $337K
|
30.1K
$2.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
860KNew |
$79.6M - $82.4M
|
860K
$82.5M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-22- 0.42% |
$2.03K - $2.11K
|
5.21K
$499K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
188New |
$17.4K - $18K
|
188
$18K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.04K+ 20.26% |
$281K - $291K
|
18K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.37K+ 10.16% |
$126K - $131K
|
14.8K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38.9K- 25.38% |
$3.59M - $3.72M
|
114K
$11M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.01K- 4.92% |
$740K - $767K
|
155K
$14.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 45.85% |
$326K - $338K
|
11.2K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-518- 2.59% |
$47.9K - $49.6K
|
19.5K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41.2K+ 3.31% |
$3.81M - $3.94M
|
1.28M
$123M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-272- 5.75% |
$25.1K - $26K
|
4.46K
$428K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
627+ 2.6% |
$58K - $60K
|
24.8K
$2.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
7+ 0.09% |
$647 - $670
|
8.03K
$770K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5New |
$462 - $479
|
5
$479
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
917+ 5.91% |
$84.8K - $87.8K
|
16.4K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-218- 9.27% |
$20.2K - $20.9K
|
2.13K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-1.6K- 4.81% |
$148K - $154K
|
31.7K
$3.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
69.6K+ 16.43% |
$6.44M - $6.67M
|
494K
$47.3M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
646+ 9.13% |
$59.7K - $61.8K
|
7.72K
$741K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.14K+ 3.37% |
$753K - $779K
|
249K
$23.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.21K+ 1.67% |
$112K - $116K
|
73.6K
$7.06M
|