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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.68K+ 15.15% |
$520K - $536K
|
43.2K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.86K+ 44.74% |
$901K - $929K
|
31.9K
$3.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.01K- 8.22% |
$458K - $472K
|
56K
$5.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.89K+ 19.6% |
$356K - $367K
|
23.8K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.82K- 7.32% |
$166K - $171K
|
23K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 6.86% |
$98.1K - $101K
|
14.6K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.67K- 31.3% |
$244K - $251K
|
5.85K
$558K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
212K+ 25.72% |
$19.4M - $20M
|
1.04M
$99M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.97K- 1.07% |
$180K - $185K
|
182K
$17.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 7.21% |
$1.18M - $1.22M
|
166K
$15.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.76K- 5.51% |
$435K - $448K
|
81.5K
$7.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
2.56K+ 9.96% |
$234K - $242K
|
28.3K
$2.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.75KNew |
$251K - $259K
|
2.75K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
110+ 21.53% |
$10.1K - $10.4K
|
621
$59.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
131+ 2.42% |
$12K - $12.3K
|
5.54K
$528K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
27.1K+ 30.83% |
$2.48M - $2.55M
|
115K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-241- 0.91% |
$22K - $22.7K
|
26.3K
$2.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-83.5K- 26.68% |
$7.64M - $7.87M
|
230K
$21.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.95K- 11.55% |
$269K - $278K
|
22.6K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
211+ 3.28% |
$19.3K - $19.9K
|
6.64K
$634K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.6K+ 21.97% |
$420K - $433K
|
25.5K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-143- 97.28% |
$13.1K - $13.5K
|
4
$382
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-413- 2.6% |
$37.8K - $38.9K
|
15.5K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.18K+ 5.65% |
$839K - $865K
|
172K
$16.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-3.78K- 11.69% |
$345K - $356K
|
28.5K
$2.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-240- 4.23% |
$21.9K - $22.6K
|
5.44K
$519K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.24K- 18.71% |
$204K - $211K
|
9.72K
$927K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-688- 0.05% |
$62.9K - $64.8K
|
1.4M
$134M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
38+ 0.56% |
$3.47K - $3.58K
|
6.88K
$657K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.09K+ 19.29% |
$374K - $386K
|
25.3K
$2.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53.3KNew |
$4.87M - $5.02M
|
53.3K
$5.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-151- 3.79% |
$13.8K - $14.2K
|
3.84K
$366K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
9New |
$823 - $848
|
9
$859
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
43+ 5.78% |
$3.93K - $4.05K
|
787
$75.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-572- 0.99% |
$52.3K - $53.9K
|
57.1K
$5.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-10.2K- 82.73% |
$929K - $957K
|
2.12K
$202K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
10.5K+ 395.11% |
$960K - $989K
|
13.2K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.56K+ 2.23% |
$325K - $335K
|
163K
$15.5M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-4.82K- 12.63% |
$440K - $454K
|
33.3K
$3.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
131+ 0.5% |
$12K - $12.3K
|
26.6K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 92.25% |
$288K - $297K
|
265
$25.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-35.6K- 3.56% |
$3.25M - $3.35M
|
963K
$91.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.8K+ 22.25% |
$6.48M - $6.68M
|
389K
$37.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
44K+ 97.65% |
$4.02M - $4.15M
|
89.1K
$8.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
140+ 5.81% |
$12.8K - $13.2K
|
2.55K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.1K+ 1.23% |
$1.29M - $1.33M
|
1.16M
$111M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.68K+ 56.86% |
$611K - $629K
|
18.4K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-26.8K- 8.62% |
$2.45M - $2.53M
|
284K
$27.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.24K+ 16.0% |
$205K - $211K
|
16.2K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
33.3KNew |
$3.05M - $3.14M
|
33.3K
$3.18M
|