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 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-106- 21.72% |
$9.67K - $10.2K
|
382
$35.8K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.11K+ 10.14% |
$467K - $490K
|
55.5K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
81New |
$7.39K - $7.76K
|
81
$7.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.27K- 61.9% |
$116K - $122K
|
783
$73.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-900- 14.54% |
$82.1K - $86.2K
|
5.29K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-210K- 78.72% |
$19.2M - $20.2M
|
56.9K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-484- 1.07% |
$44.2K - $46.4K
|
44.8K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
525K+ 10.78% |
$47.9M - $50.3M
|
5.39M
$505M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
114K+ 312.14% |
$10.4M - $11M
|
151K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-191- 4.79% |
$17.4K - $18.3K
|
3.8K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
18.4K+ 3.66% |
$1.68M - $1.77M
|
522K
$48.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.02K+ 10.08% |
$184K - $193K
|
22K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 17.42% |
$55.1K - $57.9K
|
2.86K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
231K+ 122.51% |
$21.1M - $22.1M
|
420K
$39.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.7K+ 500.32% |
$2.71M - $2.85M
|
35.6K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.41K- 2.79% |
$220K - $231K
|
84K
$7.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-453- 9.42% |
$41.3K - $43.4K
|
4.36K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
48+ 6.6% |
$4.38K - $4.6K
|
775
$72.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
655+ 3.42% |
$59.8K - $62.8K
|
19.8K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 2.78% |
$1.49M - $1.56M
|
603K
$56.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-690- 60.53% |
$63K - $66.1K
|
450
$42.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
30.5KNew |
$2.78M - $2.92M
|
30.5K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.52KNew |
$321K - $337K
|
3.52K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-36.1K- 45.1% |
$3.3M - $3.46M
|
44K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-77.8K- 33.41% |
$7.1M - $7.45M
|
155K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-574K- 62.08% |
$52.4M - $55M
|
351K
$32.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-2.93K- 11.94% |
$268K - $281K
|
21.6K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.2K+ 18.22% |
$2.48M - $2.61M
|
177K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-988- 9.0% |
$90.2K - $94.7K
|
9.99K
$936K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 9.36% |
$20.8K - $21.8K
|
2.67K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-187- 11.87% |
$17.1K - $17.9K
|
1.39K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
113KNew |
$10.3M - $10.8M
|
113K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.49K+ 137.55% |
$683K - $718K
|
12.9K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
583+ 5.55% |
$53.2K - $55.9K
|
11.1K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
12.5KNew |
$1.14M - $1.2M
|
12.5K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-154- 6.54% |
$14.1K - $14.8K
|
2.2K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
610+ 2.08% |
$55.7K - $58.5K
|
30K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 3.9% |
$293K - $308K
|
85.6K
$8.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.81K- 17.92% |
$713K - $748K
|
35.8K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
81.4K+ 25.09% |
$7.43M - $7.8M
|
406K
$38M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
262K+ 8.67% |
$23.9M - $25.1M
|
3.29M
$308M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.6KNew |
$1.24M - $1.3M
|
13.6K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-642- 2.7% |
$58.6K - $61.5K
|
23.1K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.6K+ 2.89% |
$1.7M - $1.78M
|
662K
$62M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.44K- 45.03% |
$131K - $138K
|
1.76K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48K- 6.46% |
$4.38M - $4.6M
|
696K
$65.2M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
818New |
$74.7K - $78.4K
|
818
$76.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
199+ 5.35% |
$18.2K - $19.1K
|
3.92K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
25.2K+ 9.55% |
$2.3M - $2.41M
|
289K
$27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2K+ 9.47% |
$183K - $192K
|
23.1K
$2.17M
|