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
|
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
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
188+ 5.64% |
$17.2K - $18K
|
3.52K
$330K
|
|
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
$5.34K
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.08KNew |
$281K - $295K
|
3.08K
$289K
|
|
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
$8.59M
|
|
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
$38.5M
|
|
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
$78.1M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.23K+ 21.07% |
$751K - $789K
|
47.3K
$4.43M
|
|
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
$5.65M
|
|
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
$2.34M
|
|
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
$928K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
364+ 1.15% |
$33.2K - $34.9K
|
31.9K
$2.99M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17.7K+ 12.5% |
$1.62M - $1.7M
|
159K
$14.9M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 3.37% |
$333K - $350K
|
112K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25K+ 40.21% |
$296K - $311K
|
11.3K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.33K+ 14.55% |
$213K - $223K
|
18.4K
$1.72M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41- 1.3% |
$3.74K - $3.93K
|
3.11K
$291K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.24K- 54.41% |
$387K - $406K
|
3.55K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 337.5% |
$4.93K - $5.17K
|
70
$6.56K
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
14.5K+ 10.5% |
$1.33M - $1.39M
|
153K
$14.3M
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
333+ 4.35% |
$30.4K - $31.9K
|
7.99K
$749K
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4.9KNew |
$447K - $470K
|
4.9K
$459K
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-85- 0.88% |
$7.76K - $8.14K
|
9.57K
$896K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2+ 10.53% |
$183 - $192
|
21
$1.97K
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.3KNew |
$210K - $221K
|
2.3K
$216K
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
7.99KNew |
$729K - $765K
|
7.99K
$748K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-186- 0.38% |
$17K - $17.8K
|
48.6K
$4.55M
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-19.8K- 15.01% |
$1.8M - $1.89M
|
112K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.18K- 19.74% |
$199K - $209K
|
8.87K
$831K
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.09KNew |
$373K - $392K
|
4.09K
$383K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 5.84% |
$191K - $201K
|
38K
$3.56M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
865+ 10.86% |
$78.9K - $82.9K
|
8.83K
$827K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.6K+ 14.56% |
$3.52M - $3.7M
|
304K
$28.5M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.86K- 16.37% |
$444K - $466K
|
24.8K
$2.33M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.7K+ 2.54% |
$3.81M - $4M
|
1.68M
$158M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
876+ 5.63% |
$79.9K - $83.9K
|
16.4K
$1.54M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 6.44% |
$1.83M - $1.93M
|
332K
$31.1M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14K- 61.89% |
$1.28M - $1.34M
|
8.64K
$810K
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 21.57% |
$1.22M - $1.28M
|
75.5K
$7.08M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 6.24% |
$1.62M - $1.7M
|
266K
$24.9M
|