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
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-348- 12.04% |
$31.8K - $32.8K
|
2.54K
$243K
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.46K- 7.43% |
$133K - $137K
|
18.1K
$1.73M
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.64K+ 3.77% |
$333K - $343K
|
100K
$9.55M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.75K+ 3.13% |
$891K - $919K
|
321K
$30.6M
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.17K- 31.79% |
$107K - $110K
|
2.5K
$239K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.2K+ 28.34% |
$4.04M - $4.16M
|
200K
$19.1M
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.31K+ 1.12% |
$303K - $312K
|
300K
$28.6M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 13.68% |
$152K - $156K
|
13.8K
$1.31M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-715- 2.5% |
$65.4K - $67.4K
|
27.9K
$2.66M
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-489K- 99.98% |
$44.7M - $46.1M
|
100
$9.54K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.87K+ 10.4% |
$628K - $647K
|
72.9K
$6.96M
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
38+ 23.75% |
$3.47K - $3.58K
|
198
$18.9K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.65K+ 5.64% |
$151K - $156K
|
30.9K
$2.95M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-36- 0.17% |
$3.29K - $3.39K
|
20.9K
$1.99M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.92K- 47.56% |
$450K - $464K
|
5.43K
$518K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 2.0% |
$5.48K - $5.65K
|
2.94K
$280K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09M+ 4.49% |
$99.5M - $103M
|
25.4M
$2.42B
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
26New |
$2.38K - $2.45K
|
26
$2.48K
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.18K- 36.81% |
$747K - $770K
|
14K
$1.34M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 73.57% |
$9.42K - $9.7K
|
37
$3.53K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 6.8% |
$640 - $660
|
110
$10.5K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 4.6% |
$1.22M - $1.26M
|
304K
$29M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5K+ 7.48% |
$1.05M - $1.09M
|
166K
$15.8M
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.3K- 17.46% |
$946K - $975K
|
48.9K
$4.67M
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 9289.0% |
$1.7M - $1.75M
|
18.8K
$1.79M
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25- 0.67% |
$2.29K - $2.36K
|
3.72K
$355K
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.5KNew |
$503K - $518K
|
5.5K
$525K
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.45M+ 10569.28% |
$133M - $137M
|
1.46M
$140M
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
267+ 27.5% |
$24.4K - $25.2K
|
1.24K
$118K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
324+ 3.93% |
$29.6K - $30.5K
|
8.57K
$818K
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.26KNew |
$298K - $307K
|
3.26K
$311K
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
180New |
$16.5K - $17K
|
180
$17.2K
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 50.98% |
$109K - $112K
|
1.15K
$110K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.79K- 23.97% |
$529K - $545K
|
18.4K
$1.75M
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.64KNew |
$149K - $154K
|
1.64K
$156K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.91K- 26.35% |
$357K - $368K
|
10.9K
$1.04M
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
27+ 5.22% |
$2.47K - $2.54K
|
544
$51.9K
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14.1KNew |
$1.29M - $1.32M
|
14.1K
$1.34M
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3+ 2.48% |
$274 - $283
|
124
$11.8K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-26- 4.59% |
$2.38K - $2.45K
|
540
$51.5K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
9.42KNew |
$861K - $887K
|
9.42K
$898K
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.76K+ 18.28% |
$344K - $354K
|
24.3K
$2.32M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.66K- 15.3% |
$883K - $910K
|
53.4K
$5.1M
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
208+ 1.25% |
$19K - $19.6K
|
16.8K
$1.6M
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-198- 3.33% |
$18.1K - $18.7K
|
5.75K
$549K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-82.2K- 77.59% |
$7.51M - $7.75M
|
23.7K
$2.27M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-62- 14.12% |
$5.67K - $5.84K
|
377
$36K
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.28K- 11.08% |
$757K - $780K
|
66.5K
$6.35M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 10.69% |
$234K - $241K
|
21.4K
$2.04M
|