Latest Institutional Transactions on Ishares Tr (MBB)
This table provides information on the latest institutional transactions involving Ishares Tr (MBB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.91K+ 3.85% |
$639K - $662K
|
186K
$17.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
95+ 0.24% |
$8.78K - $9.09K
|
39.9K
$3.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.15KNew |
$661K - $684K
|
7.15K
$679K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
48New |
$4.44K - $4.6K
|
48
$4.56K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-860- 1.47% |
$79.5K - $82.3K
|
57.5K
$5.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.5K+ 3.42% |
$2.17M - $2.25M
|
709K
$67.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.74K- 7.63% |
$254K - $263K
|
33.2K
$3.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-210- 0.23% |
$19.4K - $20.1K
|
92.3K
$8.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-39K- 47.3% |
$3.61M - $3.74M
|
43.5K
$4.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 14.99% |
$226K - $234K
|
18.8K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.3K+ 16.12% |
$1.6M - $1.65M
|
125K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.3K+ 71.1% |
$583K - $603K
|
15.2K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 8.33% |
$3.05K - $3.16K
|
429
$40.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.29K+ 4.74% |
$119K - $123K
|
28.5K
$2.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.75K+ 32.01% |
$624K - $646K
|
27.9K
$2.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.39K+ 1.97% |
$314K - $325K
|
175K
$16.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-12.6K- 10.97% |
$1.17M - $1.21M
|
103K
$9.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
4.11K+ 14.5% |
$380K - $393K
|
32.4K
$3.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.68KNew |
$618K - $640K
|
6.68K
$635K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
344New |
$31.8K - $32.9K
|
344
$32.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.24K+ 6.53% |
$300K - $310K
|
52.9K
$5.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.87K+ 0.47% |
$820K - $849K
|
1.9M
$180M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
30New |
$2.77K - $2.87K
|
30
$2.85K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
569+ 8.78% |
$52.6K - $54.5K
|
7.05K
$670K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
118+ 0.61% |
$10.9K - $11.3K
|
19.5K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-217- 1.48% |
$20.1K - $20.8K
|
14.5K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.15K+ 13.46% |
$106K - $110K
|
9.69K
$922K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14- 0.18% |
$1.29K - $1.34K
|
7.59K
$722K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6.31KNew |
$584K - $604K
|
6.31K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.65K- 10.1% |
$153K - $158K
|
14.7K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56+ 1.04% |
$5.18K - $5.36K
|
5.42K
$515K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
243+ 7.85% |
$22.5K - $23.3K
|
3.34K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.91K+ 16.05% |
$177K - $183K
|
13.8K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
12.9K+ 6.88% |
$1.19M - $1.23M
|
200K
$19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 7.4% |
$1.31M - $1.36M
|
206K
$19.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42New |
$3.88K - $4.02K
|
42
$3.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.75K- 5.21% |
$254K - $263K
|
50K
$4.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
101K+ 46.5% |
$9.31M - $9.64M
|
317K
$30.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.38K+ 289.42% |
$683K - $707K
|
9.93K
$944K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38K+ 74.73% |
$127K - $132K
|
3.22K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 2.69% |
$3.42K - $3.54K
|
1.41K
$134K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6K+ 26.07% |
$555K - $574K
|
29K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
109+ 3.97% |
$10.1K - $10.4K
|
2.86K
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
236+ 4.26% |
$21.8K - $22.6K
|
5.77K
$549K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-208- 8.34% |
$19.2K - $19.9K
|
2.29K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
999New |
$92.4K - $95.6K
|
999
$95K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
213+ 2.05% |
$19.7K - $20.4K
|
10.6K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
161K+ 10.81% |
$14.9M - $15.4M
|
1.65M
$157M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$171K - $177K
|
1.85K
$176K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.18K+ 3.23% |
$201K - $208K
|
69.7K
$6.63M
|
|