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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.25K- 29.07% |
$753K - $791K
|
20.1K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 2.94% |
$3.83K - $4.02K
|
1.47K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
2.33K+ 4.24% |
$212K - $223K
|
57.2K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-59- 0.45% |
$5.38K - $5.65K
|
13K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
12.5KNew |
$1.14M - $1.19M
|
12.5K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-126K- 60.37% |
$11.5M - $12.1M
|
82.8K
$7.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47+ 7.42% |
$4.29K - $4.5K
|
680
$63.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
122K+ 4.33% |
$11.1M - $11.7M
|
2.93M
$275M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.6K+ 375.81% |
$329K - $345K
|
4.56K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
89KNew |
$8.12M - $8.52M
|
89K
$8.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.79% |
$1.64K - $1.72K
|
2.3K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.29K+ 8.35% |
$118K - $124K
|
16.8K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.7K+ 13.84% |
$1.62M - $1.7M
|
146K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
18.4KNew |
$1.68M - $1.76M
|
18.4K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.3K- 4.72% |
$484K - $508K
|
107K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.05K+ 0.16% |
$95.9K - $101K
|
670K
$62.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 26.53% |
$15.1M - $15.8M
|
457K
$42.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-281- 3.22% |
$25.6K - $26.9K
|
8.45K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6.29KNew |
$574K - $603K
|
6.29K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.02K+ 13.33% |
$184K - $193K
|
17.1K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-88- 8.35% |
$8.03K - $8.43K
|
966
$90.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.32K- 0.25% |
$303K - $319K
|
1.33M
$125M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
78.6K+ 2221.23% |
$7.17M - $7.53M
|
82.1K
$7.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.1K- 15.33% |
$1.93M - $2.02M
|
117K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
152KNew |
$13.8M - $14.5M
|
152K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
9.4KNew |
$858K - $901K
|
9.4K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.51K+ 3.7% |
$137K - $144K
|
42.2K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.57KNew |
$143K - $150K
|
1.57K
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 26.38% |
$116K - $121K
|
6.07K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.07K+ 117.97% |
$371K - $390K
|
7.52K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.67K- 4.26% |
$883K - $927K
|
217K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
630+ 5.53% |
$57.5K - $60.4K
|
12K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 2.91% |
$311K - $327K
|
114K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72K+ 4.89% |
$796K - $835K
|
187K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
398New |
$36.3K - $38.1K
|
398
$37.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
384+ 0.68% |
$35K - $36.8K
|
56.8K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.26M+ 6413.37% |
$298M - $312M
|
3.31M
$310M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 10.65% |
$1.4M - $1.47M
|
159K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.4K- 19.86% |
$584K - $613K
|
25.8K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-905- 10.67% |
$82.6K - $86.7K
|
7.58K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.85K- 43.87% |
$443K - $465K
|
6.21K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.97K+ 4.58% |
$271K - $285K
|
68K
$6.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.22KNew |
$203K - $213K
|
2.22K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 55.9% |
$2.73M - $2.87M
|
83.5K
$7.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
152+ 4.29% |
$13.9K - $14.6K
|
3.69K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-995- 23.81% |
$90.8K - $95.3K
|
3.18K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.89K+ 55.19% |
$263K - $277K
|
8.12K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.57K+ 2.66% |
$234K - $246K
|
99K
$9.27M
|