Latest Institutional Purchases of Ishares Tr (MBB)
This list provides information on the latest institutional transactions involving Ishares Tr (MBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
550KNew |
$50.2M - $52.7M
|
550K
$50.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
548KNew |
$50M - $52.5M
|
548K
$50.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
370K+ 12.04% |
$33.7M - $35.4M
|
3.44M
$317M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176K+ 3248.95% |
$16M - $16.8M
|
181K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146K+ 9.92% |
$13.3M - $14M
|
1.62M
$149M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
126KNew |
$11.5M - $12.1M
|
126K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
112KNew |
$10.2M - $10.8M
|
112K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
106K+ 70.44% |
$9.71M - $10.2M
|
258K
$23.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
104K+ 54.67% |
$9.48M - $9.96M
|
294K
$27.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91.6K+ 6.19% |
$8.36M - $8.78M
|
1.57M
$145M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
91.3KNew |
$8.33M - $8.75M
|
91.3K
$8.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
87.8K+ 10.67% |
$8.01M - $8.41M
|
911K
$84M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
64.5K+ 3.47% |
$5.89M - $6.18M
|
1.92M
$177M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
61.5K+ 4.87% |
$5.62M - $5.9M
|
1.33M
$122M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
53.3K+ 106.41% |
$4.86M - $5.11M
|
103K
$9.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.5K+ 16.17% |
$4.7M - $4.94M
|
370K
$34.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51.4K+ 45.53% |
$4.69M - $4.92M
|
164K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
48.5K+ 782.7% |
$4.43M - $4.65M
|
54.7K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
43.8KNew |
$4M - $4.2M
|
43.8K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
43.3K+ 3.95% |
$3.95M - $4.14M
|
1.14M
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.9K+ 77.48% |
$3.64M - $3.82M
|
91.4K
$8.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
37.1KNew |
$3.39M - $3.56M
|
37.1K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
36.1K+ 10.76% |
$3.3M - $3.46M
|
372K
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.8K+ 25.24% |
$3.26M - $3.43M
|
177K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33K+ 10.6% |
$3.02M - $3.17M
|
345K
$31.8M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
30KNew |
$2.74M - $2.87M
|
30K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
30K+ 17.51% |
$2.73M - $2.87M
|
201K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.8K+ 38.78% |
$2.63M - $2.76M
|
103K
$9.5M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
28.6KNew |
$2.61M - $2.74M
|
28.6K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.7K+ 27.41% |
$2.53M - $2.66M
|
129K
$11.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
27.3K+ 9.47% |
$2.5M - $2.62M
|
316K
$29.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
24.9K+ 58.8% |
$2.27M - $2.38M
|
67.2K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.7K+ 454.98% |
$2.25M - $2.36M
|
30.1K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 16.05% |
$2.22M - $2.33M
|
176K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
23.8K+ 8.3% |
$2.17M - $2.28M
|
310K
$28.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.7K+ 3.67% |
$2.16M - $2.27M
|
670K
$61.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23.4K+ 8.68% |
$2.14M - $2.24M
|
293K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.1KNew |
$2.02M - $2.12M
|
22.1K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.9K+ 56.21% |
$2M - $2.1M
|
60.8K
$5.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.7K+ 1.77% |
$1.98M - $2.08M
|
1.25M
$115M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21.4K+ 8.58% |
$1.95M - $2.05M
|
271K
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.3K+ 79.71% |
$1.85M - $1.95M
|
45.8K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.92M
|
20K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 13.74% |
$1.58M - $1.65M
|
143K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.1K+ 10.79% |
$1.56M - $1.64M
|
175K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 11.82% |
$1.5M - $1.58M
|
156K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14.9K+ 14.06% |
$1.36M - $1.43M
|
121K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
14.5K+ 61.93% |
$1.32M - $1.39M
|
37.8K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.2KNew |
$1.29M - $1.36M
|
14.2K
$1.31M
|