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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38+ 0.18% |
$3.43K - $3.58K
|
20.9K
$1.95M
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
37New |
$3.34K - $3.48K
|
37
$3.44K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.16K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.71% |
$2.62K - $2.73K
|
4.12K
$383K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.74% |
$2.53K - $2.63K
|
3.83K
$356K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28New |
$2.53K - $2.63K
|
28
$2.6K
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.28% |
$2.44K - $2.54K
|
9.59K
$892K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.17K - $2.26K
|
24
$2.23K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23+ 1.66% |
$2.08K - $2.16K
|
1.41K
$131K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.08% |
$1.81K - $1.88K
|
980
$91.1K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.02% |
$1.63K - $1.69K
|
73.1K
$6.8M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 1.33% |
$1.45K - $1.51K
|
1.22K
$113K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15+ 0.46% |
$1.36K - $1.41K
|
3.31K
$308K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14+ 0.11% |
$1.27K - $1.32K
|
12.7K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.73% |
$1.17K - $1.22K
|
1.79K
$166K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.08K - $1.13K
|
12
$1.12K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
11New |
$994 - $1.03K
|
11
$1.02K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 5.67% |
$723 - $753
|
149
$13.9K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 0.11% |
$542 - $564
|
5.54K
$515K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.52% |
$452 - $470
|
971
$90.3K
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$361 - $376
|
42.5K
$3.95M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$271 - $282
|
3
$279
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.69% |
$271 - $282
|
439
$40.8K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.03% |
$181 - $188
|
196
$18.2K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.46% |
$181 - $188
|
434
$40.4K
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$90.4 - $94.1
|
17K
$1.58M
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.23% |
$90.4 - $94.1
|
32
$2.98K
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$90.4 - $94.1
|
2.3K
$214K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
550KNew |
$50.2M - $52.7M
|
550K
$51.1M
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
548KNew |
$50M - $52.5M
|
548K
$51M
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
197KNew |
$18M - $18.9M
|
197K
$18.3M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
161K+ 153.79% |
$14.7M - $15.5M
|
266K
$24.8M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
113KNew |
$10.3M - $10.8M
|
113K
$10.5M
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
110K+ 2701.16% |
$10M - $10.5M
|
114K
$10.6M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 29.75% |
$9.83M - $10.3M
|
470K
$43.7M
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.9K+ 18.76% |
$2.73M - $2.87M
|
189K
$17.6M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.92M
|
20K
$1.86M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20K+ 4.45% |
$1.83M - $1.92M
|
469K
$43.6M
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.4K+ 18865.22% |
$1.58M - $1.66M
|
17.4K
$1.62M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 11.82% |
$1.5M - $1.58M
|
156K
$14.5M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 4.27% |
$1.29M - $1.36M
|
346K
$32.2M
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.7K+ 21.38% |
$1.16M - $1.22M
|
72.4K
$6.73M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
10.1K+ 27.76% |
$919K - $965K
|
46.3K
$4.31M
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
9.45KNew |
$862K - $905K
|
9.45K
$878K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7.83KNew |
$715K - $751K
|
7.83K
$728K
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.49K+ 137.55% |
$683K - $718K
|
12.9K
$1.2M
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.2KNew |
$566K - $594K
|
6.2K
$577K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.11K+ 263.15% |
$558K - $586K
|
8.44K
$784K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.08KNew |
$464K - $487K
|
5.08K
$473K
|