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 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
436+ 4.83% |
$40.3K - $41.7K
|
9.47K
$908K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
136+ 2.11% |
$12.6K - $13K
|
6.57K
$630K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-334- 4.98% |
$30.9K - $32K
|
6.37K
$611K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.23K- 8.03% |
$114K - $118K
|
14.1K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.13K+ 3.68% |
$197K - $204K
|
60K
$5.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
85+ 1.24% |
$7.86K - $8.14K
|
6.93K
$665K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
13.1K+ 19.76% |
$1.21M - $1.26M
|
79.6K
$7.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95+ 1.08% |
$8.78K - $9.09K
|
8.89K
$853K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
240+ 12.24% |
$22.2K - $23K
|
2.2K
$211K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
202+ 0.16% |
$18.7K - $19.3K
|
129K
$12.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-169- 0.41% |
$15.6K - $16.2K
|
41.2K
$3.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-46- 53.49% |
$4.25K - $4.4K
|
40
$3.84K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.73KNew |
$253K - $262K
|
2.73K
$262K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
59+ 256.52% |
$5.46K - $5.65K
|
82
$7.86K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
25.1KNew |
$2.32M - $2.4M
|
25.1K
$2.4M
|
|
| Q2 2025 | |||||||
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-976- 16.86% |
$89.2K - $92K
|
4.81K
$461K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.74K+ 7.35% |
$616K - $635K
|
98.5K
$9.44M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
34New |
$3.11K - $3.2K
|
34
$3.26K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
117New |
$10.7K - $11K
|
117
$11.2K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-135- 0.03% |
$12.3K - $12.7K
|
439K
$42.1M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
140+ 2.88% |
$12.8K - $13.2K
|
5K
$480K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
140+ 2.88% |
$12.8K - $13.2K
|
5K
$480K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-914- 97.13% |
$83.5K - $86.1K
|
27
$2.59K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.05K- 3.96% |
$279K - $287K
|
74K
$7.09M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 4.18% |
$2.09M - $2.16M
|
526K
$50.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-74- 1.88% |
$6.76K - $6.97K
|
3.86K
$370K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
420New |
$38.4K - $39.6K
|
420
$40.3K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
86K+ 178.78% |
$7.86M - $8.1M
|
134K
$12.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
126+ 0.49% |
$11.5K - $11.9K
|
25.8K
$2.47M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-503K- 79.01% |
$46M - $47.4M
|
134K
$12.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
309+ 12.34% |
$28.2K - $29.1K
|
2.81K
$270K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
11.7KNew |
$1.07M - $1.1M
|
11.7K
$1.12M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
612New |
$55.9K - $57.7K
|
612
$58.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
279New |
$25.5K - $26.3K
|
279
$26.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
2.77K+ 2.67% |
$253K - $261K
|
107K
$10.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 3.31% |
$124K - $128K
|
42.4K
$4.06M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27.5K- 59.78% |
$2.52M - $2.59M
|
18.5K
$1.78M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 45.45% |
$1.83K - $1.88K
|
64
$6.14K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 21.31% |
$50.5K - $52.1K
|
3.15K
$302K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
35.7K+ 8.03% |
$3.26M - $3.36M
|
480K
$46M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40New |
$3.66K - $3.77K
|
40
$3.84K
|
|
|
Aug 18, 2025
Q2 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
37.4KNew |
$3.42M - $3.53M
|
37.4K
$3.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
790K+ 9.4% |
$72.2M - $74.4M
|
9.19M
$881M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.21K+ 9.04% |
$750K - $773K
|
99K
$9.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.71K+ 3.91% |
$157K - $161K
|
45.6K
$4.37M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.51M- 52.53% |
$230M - $237M
|
2.27M
$218M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.39K+ 17.68% |
$127K - $130K
|
9.22K
$884K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.76K+ 0.77% |
$344K - $355K
|
489K
$46.9M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 21.13% |
$220K - $227K
|
13.8K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
9.78K+ 8.8% |
$894K - $922K
|
121K
$11.6M
|
|