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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59.8K+ 804.62% |
$5.4M - $5.62M
|
67.2K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-47- 0.29% |
$4.25K - $4.42K
|
16K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
135+ 2.24% |
$12.2K - $12.7K
|
6.16K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-2.92K- 10.49% |
$264K - $275K
|
24.9K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
119+ 5.44% |
$10.8K - $11.2K
|
2.31K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.79K- 5.47% |
$614K - $639K
|
117K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.79K+ 3.01% |
$433K - $450K
|
164K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-38.5K- 32.99% |
$3.48M - $3.62M
|
78.2K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.4K- 21.32% |
$578K - $602K
|
23.6K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 1.76% |
$633 - $659
|
391
$36.5K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.8K+ 44.17% |
$253K - $263K
|
9.14K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6.99K- 20.91% |
$632K - $658K
|
26.4K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
905+ 5.5% |
$81.8K - $85.1K
|
17.4K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.73% |
$1.17K - $1.22K
|
1.79K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.84KNew |
$709K - $738K
|
7.84K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.25K- 11.96% |
$384K - $400K
|
31.3K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.32K- 4.79% |
$390K - $406K
|
85.8K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-477- 1.71% |
$43.1K - $44.9K
|
27.5K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-140K- 7.18% |
$12.7M - $13.2M
|
1.81M
$170M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 12.4% |
$208K - $217K
|
20.9K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
907K+ 2142.6% |
$82M - $85.4M
|
950K
$88.8M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.31KNew |
$208K - $217K
|
2.31K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 0.8% |
$110K - $115K
|
154K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.9KClosed |
$443K - $461K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-2.83K- 3.24% |
$255K - $266K
|
84.3K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304KClosed |
$27.4M - $28.6M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.8K- 12.58% |
$3.78M - $3.93M
|
290K
$27.2M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.4K- 22.14% |
$1.31M - $1.36M
|
50.8K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-23.7K- 24.83% |
$2.14M - $2.23M
|
71.8K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.54KNew |
$229K - $238K
|
2.54K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-113- 2.8% |
$10.2K - $10.6K
|
3.93K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
371+ 3.42% |
$33.5K - $34.9K
|
11.2K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.39K- 13.58% |
$306K - $319K
|
21.6K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42K+ 5.9% |
$309K - $321K
|
61.3K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.31K- 13.66% |
$118K - $123K
|
8.25K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4.59K- 84.62% |
$415K - $432K
|
834
$78K
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-15.9K- 9.66% |
$1.44M - $1.49M
|
148K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 13.43% |
$32.4K - $33.7K
|
3.02K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-58.8K- 8.45% |
$5.31M - $5.53M
|
637K
$59.5M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.42KNew |
$219K - $228K
|
2.42K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-32.5K- 4.07% |
$2.94M - $3.06M
|
766K
$71.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.2KNew |
$4.26M - $4.44M
|
47.2K
$4.41M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.55K- 13.59% |
$140K - $145K
|
9.82K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.6K+ 4.87% |
$4.94M - $5.14M
|
1.18M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.11K- 29.09% |
$823K - $857K
|
22.2K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 31.01% |
$1.98M - $2.06M
|
92.7K
$8.66M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.85K+ 2.93% |
$800K - $833K
|
311K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.96K+ 4.36% |
$448K - $466K
|
119K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
998+ 1.06% |
$90.2K - $93.9K
|
95K
$8.88M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
482K+ 137.37% |
$43.5M - $45.3M
|
832K
$77.8M
|