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 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-40K- 14.09% |
$3.66M - $3.77M
|
244K
$23.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
15+ 0.68% |
$1.37K - $1.41K
|
2.22K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
9.19K+ 300.13% |
$840K - $866K
|
12.3K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-244- 24.9% |
$22.3K - $23K
|
736
$70.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.9K+ 3.5% |
$722K - $744K
|
234K
$22.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.41K+ 7.0% |
$220K - $227K
|
36.9K
$3.52M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 1.47% |
$287K - $296K
|
217K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 0.51% |
$9.14K - $9.42K
|
19.4K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-459- 16.38% |
$42K - $43.2K
|
2.34K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.83K+ 6.49% |
$624K - $643K
|
112K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
695+ 3.64% |
$63.5K - $65.5K
|
19.8K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.13K+ 1.2% |
$195K - $201K
|
179K
$17.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
140K+ 27.14% |
$12.8M - $13.2M
|
657K
$62.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.37K- 23.54% |
$308K - $317K
|
10.9K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.37K- 1.45% |
$125K - $129K
|
92.8K
$8.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 0.15% |
$1.46K - $1.51K
|
10.8K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.7K+ 0.94% |
$338K - $348K
|
397K
$37.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.3K+ 52.41% |
$5.42M - $5.59M
|
172K
$16.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
193+ 16.31% |
$17.6K - $18.2K
|
1.38K
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
704+ 5.95% |
$64.4K - $66.3K
|
12.5K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.84KNew |
$168K - $173K
|
1.84K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.61K+ 9.97% |
$238K - $246K
|
28.8K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.16K- 11.81% |
$106K - $109K
|
8.66K
$826K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
396New |
$36.2K - $37.3K
|
396
$37.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
139+ 5.55% |
$12.7K - $13.1K
|
2.64K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
124+ 12.22% |
$11.3K - $11.7K
|
1.14K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.96K- 7.7% |
$271K - $279K
|
35.5K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-68.5K- 96.82% |
$6.26M - $6.45M
|
2.25K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-425- 0.6% |
$38.8K - $40K
|
70.6K
$6.74M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-42K- 3.19% |
$3.84M - $3.96M
|
1.28M
$122M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-23- 1.63% |
$2.1K - $2.17K
|
1.39K
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
712+ 4.49% |
$65.1K - $67.1K
|
16.6K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
456+ 5.91% |
$41.7K - $43K
|
8.18K
$780K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.57K+ 19.38% |
$783K - $807K
|
52.8K
$5.04M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.94K+ 229.13% |
$452K - $465K
|
7.1K
$677K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-12.1K- 66.94% |
$1.11M - $1.14M
|
5.97K
$570K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-736- 0.83% |
$67.3K - $69.3K
|
87.6K
$8.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-786- 18.2% |
$71.8K - $74.1K
|
3.53K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
507+ 2.35% |
$46.3K - $47.8K
|
22.1K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5.75KNew |
$526K - $542K
|
5.75K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-373- 0.63% |
$34.1K - $35.1K
|
58.9K
$5.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.1K- 9.33% |
$100K - $103K
|
10.7K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-23.3K- 4.51% |
$2.13M - $2.19M
|
493K
$47M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.8K- 0.78% |
$2.08M - $2.15M
|
2.92M
$278M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.66K+ 5.14% |
$243K - $250K
|
54.3K
$5.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-40.2K- 52.79% |
$3.67M - $3.79M
|
36K
$3.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-17.2K- 70.81% |
$1.58M - $1.62M
|
7.11K
$678K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
531+ 7.72% |
$48.5K - $50K
|
7.41K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.69% |
$1.55K - $1.6K
|
2.49K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
248New |
$22.7K - $23.4K
|
248
$23.7K
|