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 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.09K- 40.14% |
$191K - $196K
|
3.11K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-9- 0.25% |
$823 - $848
|
3.62K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
173+ 5.72% |
$15.8K - $16.3K
|
3.2K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3+ 0.09% |
$274 - $283
|
3.31K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
48.5K+ 7.03% |
$4.43M - $4.57M
|
738K
$70.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
851+ 2.15% |
$77.8K - $80.2K
|
40.4K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.9K+ 15.08% |
$5.38M - $5.55M
|
449K
$42.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.32K+ 3.0% |
$304K - $313K
|
114K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-218- 60.72% |
$19.9K - $20.5K
|
141
$13.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.14K+ 4.71% |
$744K - $767K
|
181K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.25K+ 0.34% |
$572K - $589K
|
1.87M
$178M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.8K+ 28.16% |
$6.75M - $6.96M
|
336K
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.51K+ 144.57% |
$321K - $331K
|
5.94K
$567K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5K- 8.66% |
$1.23M - $1.27M
|
142K
$13.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.45KNew |
$406K - $419K
|
4.45K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.37% |
$91.4 - $94.2
|
74
$7.06K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11K+ 3.83% |
$1M - $1.03M
|
298K
$28.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.33K- 9.38% |
$670K - $691K
|
70.8K
$6.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.57KNew |
$234K - $242K
|
2.57K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6.94K- 7.79% |
$634K - $653K
|
82.1K
$7.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.58% |
$9.42K - $9.7K
|
17.6K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.67K- 25.44% |
$153K - $157K
|
4.9K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.35K- 4.58% |
$306K - $315K
|
69.8K
$6.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.36KNew |
$308K - $317K
|
3.36K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.4K+ 3.5% |
$493K - $509K
|
160K
$15.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.12K- 41.44% |
$834K - $860K
|
12.9K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
632+ 4.38% |
$57.8K - $59.5K
|
15.1K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.87K+ 7.26% |
$263K - $271K
|
42.4K
$4.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
28.2K+ 4.17% |
$2.58M - $2.66M
|
704K
$67.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.63K- 0.17% |
$240K - $248K
|
1.54M
$147M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11.1K- 50.67% |
$1.01M - $1.04M
|
10.8K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.16K- 9.9% |
$837K - $863K
|
83.4K
$7.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
216KNew |
$19.7M - $20.3M
|
216K
$20.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.49K+ 20.01% |
$411K - $423K
|
26.9K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
166+ 29.64% |
$15.2K - $15.6K
|
726
$69.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
79New |
$7.22K - $7.44K
|
79
$7.54K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.57K+ 20.81% |
$144K - $148K
|
9.14K
$872K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
32K+ 1.75% |
$2.92M - $3.01M
|
1.86M
$177M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-25.2K- 41.12% |
$2.3M - $2.37M
|
36K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
33.1K+ 26.05% |
$3.02M - $3.12M
|
160K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.88K+ 7.8% |
$446K - $460K
|
67.5K
$6.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
50.1K+ 1.64% |
$4.58M - $4.72M
|
3.1M
$296M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-71- 1.01% |
$6.49K - $6.69K
|
6.96K
$664K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.4K+ 161.43% |
$585K - $603K
|
10.4K
$990K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-26- 11.26% |
$2.38K - $2.45K
|
205
$19.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.25KNew |
$571K - $589K
|
6.25K
$596K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.19KNew |
$200K - $206K
|
2.19K
$209K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.82% |
$914 - $942
|
1.23K
$117K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
40New |
$3.66K - $3.77K
|
40
$3.82K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
22.7K+ 15.28% |
$2.07M - $2.14M
|
171K
$16.3M
|