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 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
35.1KNew |
$3.21M - $3.37M
|
35.1K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-185- 1.95% |
$16.9K - $17.7K
|
9.31K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
214+ 9.08% |
$19.5K - $20.5K
|
2.57K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-107K- 55.96% |
$9.79M - $10.3M
|
84.5K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25+ 9.19% |
$2.28K - $2.4K
|
297
$27.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37.1K+ 74.13% |
$3.39M - $3.56M
|
87.2K
$8.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.99K- 4.68% |
$912K - $957K
|
204K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
90+ 0.13% |
$8.21K - $8.62K
|
69.7K
$6.53M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.44K- 0.83% |
$132K - $138K
|
172K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.8K- 0.43% |
$346K - $364K
|
884K
$82.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 6.95% |
$1.19M - $1.25M
|
175K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-882- 19.3% |
$80.5K - $84.5K
|
3.69K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.08K- 20.83% |
$281K - $295K
|
11.7K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.41M- 98.45% |
$494M - $519M
|
85K
$7.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 1.23% |
$1.1K - $1.15K
|
985
$92.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26MNew |
$115M - $121M
|
1.26M
$118M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
253New |
$23.1K - $24.2K
|
253
$23.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.15K- 0.54% |
$105K - $110K
|
211K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
361+ 0.45% |
$32.9K - $34.6K
|
81.1K
$7.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
42KNew |
$3.83M - $4.02M
|
42K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
5.43KNew |
$496K - $521K
|
5.43K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
8.69KNew |
$793K - $832K
|
8.69K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.98KNew |
$363K - $381K
|
3.98K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-77.5K- 26.09% |
$7.08M - $7.43M
|
220K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.94K- 3.03% |
$268K - $281K
|
94K
$8.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.75K- 25.95% |
$798K - $838K
|
25K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-429K- 17.88% |
$39.1M - $41.1M
|
1.97M
$185M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.22K- 8.42% |
$294K - $308K
|
35K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.11K+ 20.7% |
$466K - $490K
|
29.8K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.15K+ 7.36% |
$196K - $206K
|
31.3K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.01K+ 12.51% |
$458K - $480K
|
45.1K
$4.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 2.88% |
$212K - $223K
|
83.1K
$7.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.88K- 49.83% |
$263K - $276K
|
2.9K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.18% |
$1.08M - $1.13M
|
530K
$49.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.44M+ 7.86% |
$131M - $138M
|
19.7M
$1.85B
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.78K+ 9.36% |
$527K - $554K
|
67.5K
$6.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
125KNew |
$11.4M - $12M
|
125K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.33K+ 5.1% |
$121K - $127K
|
27.4K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.84K+ 3.63% |
$624K - $655K
|
195K
$18.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.2K+ 1.71% |
$109K - $115K
|
71.3K
$6.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 17.2% |
$1.46K - $1.53K
|
109
$10.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-859- 8.25% |
$78.4K - $82.3K
|
9.55K
$895K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 0.17% |
$274 - $287
|
1.73K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 22.24% |
$123K - $129K
|
7.43K
$696K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.5K- 7.33% |
$137K - $144K
|
19K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
49.8K+ 22.01% |
$4.54M - $4.77M
|
276K
$25.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-115- 0.39% |
$10.5K - $11K
|
29.4K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.2KNew |
$110K - $115K
|
1.2K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.38K+ 35.48% |
$126K - $132K
|
5.26K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.05K- 13.94% |
$187K - $196K
|
12.6K
$1.18M
|