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 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.72K+ 17.0% |
$248K - $260K
|
18.7K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.69KNew |
$246K - $258K
|
2.69K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.69K+ 8.5% |
$245K - $258K
|
34.3K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.57K+ 2.66% |
$234K - $246K
|
99K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.56K+ 37.04% |
$234K - $246K
|
9.48K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.52K+ 14.7% |
$230K - $242K
|
19.7K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.5K+ 30.53% |
$228K - $240K
|
10.7K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.5K+ 28.15% |
$228K - $240K
|
11.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.49KNew |
$227K - $239K
|
2.49K
$233K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.49K+ 3.97% |
$227K - $239K
|
65.3K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.46KNew |
$224K - $236K
|
2.46K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.45K+ 15.57% |
$223K - $235K
|
18.2K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.39KNew |
$218K - $229K
|
2.39K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 4.24% |
$215K - $226K
|
58K
$5.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.34KNew |
$214K - $224K
|
2.34K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.34K+ 22.84% |
$214K - $224K
|
12.6K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.33K+ 14.55% |
$213K - $223K
|
18.4K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 2.88% |
$212K - $223K
|
83.1K
$7.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
2.33K+ 4.24% |
$212K - $223K
|
57.2K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.32K+ 11.89% |
$212K - $223K
|
21.9K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.32K+ 15.12% |
$211K - $222K
|
17.6K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.32K+ 10.73% |
$211K - $222K
|
23.9K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.3KNew |
$210K - $221K
|
2.3K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.24K+ 17.07% |
$204K - $214K
|
15.3K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.22KNew |
$203K - $213K
|
2.22K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.19KNew |
$200K - $210K
|
2.19K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.15K+ 7.36% |
$196K - $206K
|
31.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 21.72% |
$195K - $205K
|
12K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.13K+ 8.84% |
$194K - $204K
|
26.2K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 5.84% |
$191K - $201K
|
38K
$3.56M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
2.04K+ 2.05% |
$186K - $195K
|
102K
$9.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.02K+ 10.08% |
$184K - $193K
|
22K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.02K+ 13.33% |
$184K - $193K
|
17.1K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2K+ 9.47% |
$183K - $192K
|
23.1K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.98KNew |
$181K - $190K
|
1.98K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.95KNew |
$178K - $187K
|
1.95K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.94K+ 9.62% |
$177K - $186K
|
22.1K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.9K+ 2.5% |
$173K - $182K
|
78K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 23.05% |
$173K - $181K
|
10.1K
$947K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 20.19% |
$172K - $181K
|
11.2K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.85K+ 5.29% |
$169K - $177K
|
36.8K
$3.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.81K+ 5.72% |
$165K - $173K
|
33.4K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.66K+ 27.58% |
$152K - $159K
|
7.69K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.65K+ 18.47% |
$150K - $158K
|
10.6K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 13.38% |
$150K - $158K
|
14K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.57KNew |
$143K - $150K
|
1.57K
$147K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.54K+ 25.0% |
$141K - $148K
|
7.72K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 8.19% |
$140K - $147K
|
20.2K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52K+ 13.14% |
$139K - $146K
|
13.1K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 53.08% |
$138K - $145K
|
4.38K
$410K
|