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 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.52K- 10.09% |
$228K - $237K
|
22.4K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.4K- 1.45% |
$127K - $132K
|
95.1K
$8.88M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-27- 0.69% |
$2.44K - $2.54K
|
3.89K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 64.48% |
$102K - $107K
|
2.89K
$270K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-29.3K- 16.84% |
$2.64M - $2.75M
|
144K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
803+ 0.35% |
$72.6K - $75.5K
|
231K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.66K- 0.47% |
$873K - $909K
|
2.05M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.61K+ 13.28% |
$145K - $151K
|
13.7K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.5K- 0.87% |
$2.03M - $2.11M
|
2.55M
$238M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38+ 0.18% |
$3.43K - $3.58K
|
20.9K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-971- 18.36% |
$87.7K - $91.4K
|
4.32K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-584- 43.65% |
$52.8K - $54.9K
|
754
$70.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
130+ 1300.0% |
$11.7K - $12.2K
|
140
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18K+ 24.69% |
$1.62M - $1.69M
|
90.7K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-53.2K- 1.1% |
$4.81M - $5M
|
4.78M
$447M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-43.2K- 75.88% |
$3.9M - $4.06M
|
13.7K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
96New |
$8.68K - $9.03K
|
96
$8.97K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-758- 18.38% |
$68.5K - $71.3K
|
3.37K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
392+ 3.43% |
$35.4K - $36.9K
|
11.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.84K- 36.43% |
$166K - $173K
|
3.21K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-988K- 41.1% |
$89.3M - $92.9M
|
1.42M
$132M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
91+ 1.91% |
$8.22K - $8.56K
|
4.86K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.52K- 17.13% |
$137K - $143K
|
7.35K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-66.6K- 52.31% |
$6.02M - $6.26M
|
60.7K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
14.2K+ 2.15% |
$1.29M - $1.34M
|
676K
$63.2M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
69+ 1.94% |
$6.24K - $6.49K
|
3.63K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.4K- 20.87% |
$1.57M - $1.64M
|
66.1K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10K+ 1.77% |
$904K - $941K
|
576K
$53.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-170K- 11.39% |
$15.3M - $16M
|
1.32M
$123M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-65- 1.15% |
$5.87K - $6.12K
|
5.57K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
344+ 1.34% |
$31.1K - $32.4K
|
25.9K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 13.0% |
$14.8M - $15.4M
|
1.42M
$133M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 11.51% |
$282K - $293K
|
24K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
668K+ 37.94% |
$60.3M - $62.8M
|
2.43M
$227M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32K- 7.49% |
$2.89M - $3.01M
|
395K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.88K- 96.37% |
$170K - $177K
|
71
$6.64K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.96K+ 1.96% |
$900K - $937K
|
517K
$48.3M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
91+ 1.91% |
$8.22K - $8.56K
|
4.86K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
454K+ 87.05% |
$41M - $42.7M
|
976K
$91.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190K- 4.85% |
$17.1M - $17.8M
|
3.72M
$347M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-85- 4.84% |
$7.68K - $8K
|
1.67K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.59KNew |
$595K - $620K
|
6.59K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-216K- 88.85% |
$19.5M - $20.3M
|
27.1K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.71K+ 75.26% |
$516K - $537K
|
13.3K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
100K+ 1792.6% |
$9.07M - $9.44M
|
106K
$9.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-10.5K- 27.54% |
$946K - $985K
|
27.6K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.52% |
$452 - $470
|
971
$90.8K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.32K+ 31.84% |
$481K - $501K
|
22K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
698New |
$63.1K - $65.7K
|
698
$65.2K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.09K+ 251.28% |
$550K - $573K
|
8.52K
$796K
|