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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 23.05% |
$173K - $181K
|
10.1K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.49KNew |
$410K - $430K
|
4.49K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
291+ 0.29% |
$26.6K - $27.9K
|
101K
$9.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
531+ 0.09% |
$48.5K - $50.9K
|
562K
$52.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
839+ 9.05% |
$76.6K - $80.4K
|
10.1K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146K+ 9.92% |
$13.3M - $14M
|
1.62M
$152M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
125+ 18.68% |
$11.4K - $12K
|
794
$74.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-916- 2.0% |
$83.6K - $87.8K
|
44.8K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.65K+ 18.47% |
$150K - $158K
|
10.6K
$989K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-61.9K- 92.01% |
$5.65M - $5.93M
|
5.38K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
922+ 20.94% |
$84.1K - $88.3K
|
5.33K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
1.06K+ 0.49% |
$96.5K - $101K
|
216K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
23.8K+ 8.3% |
$2.17M - $2.28M
|
310K
$29M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.7K+ 46.8% |
$337K - $354K
|
11.6K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
7.42K+ 9.38% |
$677K - $711K
|
86.5K
$8.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.51K+ 9.69% |
$412K - $433K
|
51.1K
$4.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.57K+ 54.21% |
$417K - $438K
|
13K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
60New |
$5.48K - $5.75K
|
60
$5.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-127K- 24.04% |
$11.6M - $12.2M
|
402K
$37.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.3K- 4.62% |
$1.76M - $1.85M
|
398K
$37.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.32K- 1.91% |
$120K - $126K
|
67.9K
$6.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.32K+ 44.8% |
$394K - $414K
|
14K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 1.53% |
$274 - $287
|
199
$18.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
64+ 29.77% |
$5.84K - $6.13K
|
279
$26.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.5K- 12.56% |
$229K - $240K
|
17.4K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-683- 14.73% |
$62.3K - $65.4K
|
3.95K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-924- 15.6% |
$84.3K - $88.5K
|
5K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 66.67% |
$29.6K - $31K
|
162
$15.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91.6K+ 6.19% |
$8.36M - $8.78M
|
1.57M
$147M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
48.5K+ 782.7% |
$4.43M - $4.65M
|
54.7K
$5.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176K+ 3248.95% |
$16M - $16.8M
|
181K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.46% |
$11K - $11.6K
|
8.15K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-26.2K- 84.93% |
$2.39M - $2.51M
|
4.66K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.42KNew |
$312K - $328K
|
3.42K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.98K- 37.6% |
$272K - $286K
|
4.95K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.1K- 81.72% |
$1.92M - $2.02M
|
4.71K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.24K+ 153.01% |
$114K - $119K
|
2.06K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4.64K+ 6.93% |
$423K - $444K
|
71.5K
$6.69M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 11.25% |
$94.4K - $99.1K
|
8.16K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
115+ 4.88% |
$10.5K - $11K
|
2.47K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
705+ 9.37% |
$64.3K - $67.6K
|
8.23K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.13K- 28.36% |
$103K - $109K
|
2.86K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.9K+ 56.21% |
$2M - $2.1M
|
60.8K
$5.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-24- 0.09% |
$2.19K - $2.3K
|
26.2K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 1.47% |
$4.2K - $4.41K
|
3.17K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-276- 1.22% |
$25.2K - $26.4K
|
22.3K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.09K+ 2.02% |
$556K - $583K
|
307K
$28.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-169- 0.97% |
$15.4K - $16.2K
|
17.2K
$1.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$639 - $671
|
7
$655
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 5.5% |
$548 - $575
|
115
$10.8K
|