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 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.88KNew |
$261K - $271K
|
2.88K
$268K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.84K+ 21.86% |
$257K - $267K
|
15.8K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 20.07% |
$253K - $264K
|
16.8K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.8K+ 44.17% |
$253K - $263K
|
9.14K
$850K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 48.54% |
$250K - $260K
|
8.45K
$786K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
2.7K+ 12.47% |
$244K - $254K
|
24.3K
$2.26M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.66KNew |
$240K - $250K
|
2.66K
$247K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$230K - $240K
|
2.55K
$237K
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.54KNew |
$229K - $238K
|
2.54K
$236K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$227K - $237K
|
2.51K
$234K
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
2.5KNew |
$226K - $236K
|
2.5K
$233K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$231K
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$231K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$223K - $232K
|
2.47K
$229K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.46KNew |
$222K - $232K
|
2.46K
$229K
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.42KNew |
$219K - $228K
|
2.42K
$225K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.38K+ 10.3% |
$215K - $224K
|
25.5K
$2.37M
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.33K+ 2.26% |
$210K - $219K
|
105K
$9.8M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.33K+ 13.85% |
$210K - $219K
|
19.1K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.31KNew |
$208K - $217K
|
2.31K
$215K
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 12.4% |
$208K - $217K
|
20.9K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$206K - $215K
|
2.28K
$212K
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
2.25K+ 2.21% |
$203K - $212K
|
104K
$9.66M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 12.84% |
$201K - $210K
|
19.6K
$1.82M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.19KNew |
$198K - $206K
|
2.19K
$204K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.17K+ 53.84% |
$196K - $204K
|
6.21K
$577K
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$202K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.17K+ 9.93% |
$196K - $204K
|
24K
$2.23M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$201K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 5.15% |
$195K - $203K
|
44.1K
$4.1M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1KNew |
$190K - $198K
|
2.1K
$195K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.02K+ 1.96% |
$182K - $190K
|
105K
$9.78M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2K+ 4.74% |
$181K - $188K
|
44.2K
$4.11M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.91K+ 1.79% |
$172K - $179K
|
108K
$10.1M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.86K+ 6.79% |
$168K - $175K
|
29.3K
$2.72M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.66K+ 3.94% |
$150K - $156K
|
43.8K
$4.08M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.61K+ 15.02% |
$146K - $152K
|
12.4K
$1.15M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.61K+ 13.28% |
$145K - $151K
|
13.7K
$1.27M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.58K+ 38.55% |
$143K - $149K
|
5.68K
$528K
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.57K+ 1.4% |
$142K - $148K
|
113K
$10.5M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.53K+ 12.25% |
$138K - $144K
|
14K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.52K+ 23.29% |
$137K - $143K
|
8.02K
$746K
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1.51K+ 0.96% |
$136K - $142K
|
159K
$14.7M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.48K+ 11.87% |
$133K - $139K
|
13.9K
$1.29M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.47K+ 13.32% |
$133K - $139K
|
12.5K
$1.17M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 16.5% |
$125K - $130K
|
9.76K
$907K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.37K+ 5.82% |
$123K - $128K
|
24.8K
$2.31M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.32K+ 16.0% |
$119K - $124K
|
9.54K
$887K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 18.77% |
$119K - $124K
|
8.31K
$773K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.23KNew |
$111K - $115K
|
1.23K
$114K
|