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 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
748+ 14.99% |
$67.6K - $70.4K
|
5.74K
$536K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16K- 9.11% |
$1.44M - $1.5M
|
159K
$14.9M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.03M - $1.07M
|
11.4K
$1.07M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
430+ 2.47% |
$38.9K - $40.5K
|
17.9K
$1.67M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-19- 0.76% |
$1.72K - $1.79K
|
2.47K
$231K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-966K- 1.87% |
$87.3M - $90.9M
|
50.8M
$4.74B
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 5.67% |
$723 - $753
|
149
$13.9K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.63KNew |
$328K - $342K
|
3.63K
$340K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.88KNew |
$261K - $271K
|
2.88K
$269K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.17K+ 53.84% |
$196K - $204K
|
6.21K
$580K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.7K- 16.21% |
$1.24M - $1.29M
|
71.1K
$6.64M
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.25K- 3.38% |
$203K - $211K
|
64.2K
$6M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$232K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.82KNew |
$436K - $454K
|
4.82K
$451K
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-5.4K- 40.91% |
$488K - $508K
|
7.8K
$729K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
238+ 7.63% |
$21.5K - $22.4K
|
3.36K
$314K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.8K+ 99.84% |
$2.6M - $2.71M
|
57.6K
$5.38M
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
47.1K+ 62.37% |
$4.26M - $4.43M
|
123K
$11.5M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-360- 8.32% |
$32.5K - $33.9K
|
3.97K
$371K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.8K- 6.73% |
$1.16M - $1.2M
|
177K
$16.6M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.58% |
$102K - $106K
|
70.1K
$6.55M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-117K- 77.26% |
$10.6M - $11M
|
34.5K
$3.22M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
46.5K+ 130.41% |
$4.2M - $4.37M
|
82.1K
$7.67M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.87K- 5.34% |
$440K - $458K
|
86.4K
$8.08M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.36K- 12.44% |
$213K - $222K
|
16.6K
$1.55M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.71K+ 6.68% |
$336K - $349K
|
59.3K
$5.54M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.58K- 28.8% |
$776K - $807K
|
21.2K
$1.98M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.8K- 55.22% |
$1.24M - $1.3M
|
11.2K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
2.86MNew |
$258M - $269M
|
2.86M
$267M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.5K+ 10.27% |
$1.04M - $1.08M
|
123K
$11.5M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 1.6% |
$315K - $327K
|
214K
$20M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.21K+ 6.27% |
$471K - $490K
|
88.3K
$8.25M
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-63- 0.89% |
$5.69K - $5.93K
|
7.01K
$655K
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$203K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13K- 25.2% |
$1.17M - $1.22M
|
38.5K
$3.6M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 108.56% |
$337K - $351K
|
7.16K
$669K
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
96.4K+ 22.97% |
$8.71M - $9.07M
|
516K
$48.3M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.4K+ 0.29% |
$759K - $790K
|
2.94M
$275M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 4.92% |
$2.68M - $2.79M
|
573K
$53.6M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-115- 3.7% |
$10.4K - $10.8K
|
3K
$280K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-809- 10.65% |
$73.1K - $76.1K
|
6.79K
$635K
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
278+ 0.65% |
$25.1K - $26.2K
|
42.9K
$4.01M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
73New |
$6.6K - $6.87K
|
73
$6.82K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.1K+ 93.89% |
$371K - $386K
|
8.47K
$791K
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
151K+ 120.56% |
$13.6M - $14.2M
|
276K
$25.8M
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$230K - $240K
|
2.55K
$238K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.23% |
$90.4 - $94.1
|
32
$2.99K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 31.92% |
$249K - $260K
|
5.88K
$550K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.6K- 9.73% |
$3.03M - $3.16M
|
311K
$29.1M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17- 0.38% |
$1.54K - $1.6K
|
4.44K
$415K
|