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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
897K+ 2003.02% |
$81.1M - $84.4M
|
942K
$87.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
567K+ 67.99% |
$51.2M - $53.3M
|
1.4M
$131M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
490K+ 36.74% |
$44.3M - $46.1M
|
1.83M
$170M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
298KNew |
$26.9M - $28M
|
298K
$27.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
254K+ 50.7% |
$22.9M - $23.9M
|
755K
$70.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 218.64% |
$21.7M - $22.6M
|
351K
$32.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
163K+ 17.92% |
$14.8M - $15.4M
|
1.07M
$100M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
117KNew |
$10.6M - $11M
|
117K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
107K+ 195.75% |
$9.67M - $10.1M
|
162K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 6.79% |
$9.63M - $10M
|
1.68M
$156M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
65.2K+ 1175.48% |
$5.89M - $6.13M
|
70.7K
$6.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$5.3M - $5.52M
|
58.6K
$5.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
48.6K+ 72.43% |
$4.4M - $4.58M
|
116K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
41.7KNew |
$3.76M - $3.92M
|
41.7K
$3.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.7K+ 4.25% |
$3.68M - $3.83M
|
998K
$93.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.3K+ 522.11% |
$3.55M - $3.69M
|
46.8K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38.9KNew |
$3.51M - $3.66M
|
38.9K
$3.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
36K+ 6.39% |
$3.25M - $3.38M
|
598K
$55.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
32.3KNew |
$2.92M - $3.04M
|
32.3K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
31K+ 11.05% |
$2.8M - $2.92M
|
311K
$29M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.2K+ 19.55% |
$2.28M - $2.37M
|
154K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
24.6K+ 900.44% |
$2.22M - $2.32M
|
27.3K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7K+ 66.74% |
$2.14M - $2.23M
|
59.3K
$5.53M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.2K+ 7.56% |
$2.1M - $2.18M
|
330K
$30.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 14.14% |
$2.03M - $2.11M
|
181K
$16.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.9KNew |
$1.89M - $1.97M
|
20.9K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
20.7KNew |
$1.87M - $1.95M
|
20.7K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
20.5K+ 6.62% |
$1.85M - $1.93M
|
330K
$30.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
19.7K+ 2.94% |
$1.78M - $1.86M
|
690K
$64.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.7K+ 50.82% |
$1.69M - $1.76M
|
55.5K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.4K+ 265.45% |
$1.4M - $1.45M
|
21.3K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.2KNew |
$1.37M - $1.43M
|
15.2K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14.7K+ 11.89% |
$1.33M - $1.38M
|
138K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 224.05% |
$1.29M - $1.34M
|
20.7K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5K+ 26.24% |
$1.22M - $1.27M
|
65.2K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.24M
|
13.2K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 94.81% |
$1.11M - $1.16M
|
25.3K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 0.91% |
$1.03M - $1.07M
|
1.26M
$118M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11K+ 3.47% |
$991K - $1.03M
|
327K
$30.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.1K+ 33.58% |
$913K - $950K
|
40.2K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
9.98K+ 6.98% |
$902K - $939K
|
153K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.67K+ 7.97% |
$874K - $910K
|
131K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
9.44K+ 75.75% |
$853K - $888K
|
21.9K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.02K+ 52.63% |
$815K - $848K
|
26.2K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.93K+ 30.11% |
$807K - $840K
|
38.6K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8.47K+ 2.44% |
$766K - $797K
|
356K
$33.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.11K+ 35.09% |
$733K - $763K
|
31.2K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.97K+ 0.7% |
$721K - $750K
|
1.15M
$107M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.4KNew |
$668K - $696K
|
7.4K
$690K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.21K+ 58.03% |
$652K - $678K
|
19.6K
$1.83M
|