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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.42% |
$823 - $848
|
2.15K
$201K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-750- 0.31% |
$68.6K - $70.7K
|
244K
$22.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
497+ 2.69% |
$45.4K - $46.8K
|
19K
$1.77M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
53+ 2.31% |
$4.84K - $4.99K
|
2.35K
$220K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.61KNew |
$330K - $340K
|
3.61K
$338K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.99KNew |
$273K - $281K
|
2.99K
$279K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
141+ 1.16% |
$12.9K - $13.3K
|
12.3K
$1.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.25K- 0.77% |
$206K - $212K
|
288K
$27M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 46.39% |
$4.11K - $4.24K
|
142
$13.3K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-301- 12.19% |
$27.2K - $28.3K
|
2.17K
$203K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76- 43.43% |
$6.87K - $7.15K
|
99
$9.25K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
2.25K+ 2.21% |
$203K - $212K
|
104K
$9.71M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-55.1K- 37.53% |
$4.98M - $5.18M
|
91.7K
$8.57M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.33K+ 2.86% |
$391K - $407K
|
156K
$14.6M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
528+ 1.35% |
$47.7K - $49.7K
|
39.6K
$3.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-45.1K- 56.67% |
$4.08M - $4.25M
|
34.5K
$3.23M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.86K+ 6.79% |
$168K - $175K
|
29.3K
$2.74M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-7.81K- 33.47% |
$706K - $735K
|
15.5K
$1.45M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-87- 55.77% |
$7.86K - $8.18K
|
69
$6.45K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50.8K- 39.58% |
$4.59M - $4.78M
|
77.6K
$7.25M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.58K+ 38.55% |
$143K - $149K
|
5.68K
$530K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
50.5K+ 19.23% |
$4.56M - $4.75M
|
313K
$29.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
359New |
$32.4K - $33.8K
|
359
$33.6K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.2K+ 2.15% |
$560K - $583K
|
295K
$27.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-480- 0.99% |
$43.4K - $45.2K
|
48.1K
$4.5M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.05MNew |
$95.1M - $99M
|
1.05M
$98.4M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-29- 0.72% |
$2.62K - $2.73K
|
3.99K
$373K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.66K+ 3.94% |
$150K - $156K
|
43.8K
$4.1M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-130- 0.69% |
$11.7K - $12.2K
|
18.8K
$1.75M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
862+ 49.74% |
$77.9K - $81.1K
|
2.6K
$243K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
230+ 128.49% |
$20.8K - $21.6K
|
409
$38.2K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.75K+ 5.18% |
$429K - $447K
|
96.5K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
517New |
$46.7K - $48.6K
|
517
$48.3K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.87K+ 11.48% |
$530K - $552K
|
57K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
297K+ 219.97% |
$26.9M - $28M
|
433K
$40.4M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$271K - $283K
|
3K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-128- 9.76% |
$11.6K - $12K
|
1.18K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
11New |
$994 - $1.03K
|
11
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 20.07% |
$253K - $264K
|
16.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 6.53% |
$208K - $216K
|
32.9K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-475- 3.26% |
$42.9K - $44.7K
|
14.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1.11K- 20.28% |
$99.9K - $104K
|
4.35K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-628Closed |
$56.8K - $59.1K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
36.1K+ 6.79% |
$3.26M - $3.39M
|
567K
$53M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.58% |
$1.63K - $1.69K
|
3.06K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-533- 10.63% |
$48.2K - $50.1K
|
4.48K
$419K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-98- 3.23% |
$8.86K - $9.22K
|
2.93K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.4K- 51.31% |
$2.3M - $2.39M
|
24.1K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.3K+ 24.05% |
$2.56M - $2.67M
|
146K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.22KNew |
$833K - $868K
|
9.22K
$862K
|
|