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 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.21K+ 58.03% |
$652K - $678K
|
19.6K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.12KNew |
$644K - $670K
|
7.12K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.09K+ 7.76% |
$641K - $667K
|
98.5K
$9.16M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.6KNew |
$596K - $621K
|
6.6K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.59KNew |
$595K - $620K
|
6.59K
$612K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.48K+ 11.75% |
$586K - $610K
|
61.6K
$5.73M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.32K+ 28.63% |
$571K - $595K
|
28.4K
$2.64M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.2K+ 2.15% |
$560K - $583K
|
295K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.09K+ 251.28% |
$550K - $573K
|
8.52K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.87K+ 11.48% |
$530K - $552K
|
57K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.71K+ 75.26% |
$516K - $537K
|
13.3K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$506K - $527K
|
5.6K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.48K+ 391.22% |
$495K - $516K
|
6.88K
$640K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.44K+ 6.98% |
$492K - $512K
|
83.4K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$487K - $507K
|
5.39K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.37K+ 5.0% |
$485K - $505K
|
113K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.32K+ 31.84% |
$481K - $501K
|
22K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.21K+ 6.27% |
$471K - $490K
|
88.3K
$8.21M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.96K+ 4.36% |
$448K - $466K
|
119K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.83K+ 6.78% |
$437K - $455K
|
76.2K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.82KNew |
$436K - $454K
|
4.82K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.79K+ 3.01% |
$433K - $450K
|
164K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.75K+ 5.18% |
$429K - $447K
|
96.5K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.69K+ 1.85% |
$424K - $441K
|
258K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.46K+ 8.39% |
$403K - $420K
|
57.6K
$5.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.35K+ 6.24% |
$393K - $409K
|
74K
$6.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
4.34K+ 3.35% |
$392K - $408K
|
134K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.34K+ 2.48% |
$392K - $408K
|
179K
$16.7M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.33K+ 2.86% |
$391K - $407K
|
156K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.29K+ 55.15% |
$388K - $404K
|
12.1K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.24K+ 41.6% |
$383K - $399K
|
14.4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.1K+ 93.89% |
$371K - $386K
|
8.47K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.99K+ 4.66% |
$360K - $375K
|
89.6K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.76K+ 2.44% |
$339K - $353K
|
158K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 108.56% |
$337K - $351K
|
7.16K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3.72K+ 16.9% |
$337K - $350K
|
25.8K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.71K+ 6.68% |
$336K - $349K
|
59.3K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.67K+ 0.28% |
$332K - $345K
|
1.33M
$124M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.63KNew |
$328K - $342K
|
3.63K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42K+ 5.9% |
$309K - $321K
|
61.3K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.4K+ 4.26% |
$308K - $320K
|
83.3K
$7.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.36K+ 5417.74% |
$304K - $316K
|
3.42K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
3.35K+ 5.85% |
$302K - $315K
|
60.5K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.29K+ 4.76% |
$298K - $310K
|
72.4K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.23K+ 101.35% |
$292K - $304K
|
6.41K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.2K+ 1.74% |
$289K - $301K
|
187K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3.11KNew |
$281K - $293K
|
3.11K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 5.22% |
$274K - $285K
|
61K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$271K - $283K
|
3K
$279K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.98KNew |
$270K - $281K
|
2.98K
$277K
|