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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-143- 97.28% |
$13.1K - $13.5K
|
4
$380
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
9New |
$823 - $848
|
9
$856
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 92.25% |
$288K - $297K
|
265
$25.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-292- 33.37% |
$26.7K - $27.5K
|
583
$55.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.22% |
$457 - $471
|
2.29K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.09K+ 3.27% |
$99.6K - $103K
|
34.4K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
196New |
$17.9K - $18.5K
|
196
$18.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 14.96% |
$125K - $129K
|
10.5K
$999K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
62K+ 4.67% |
$5.67M - $5.85M
|
1.39M
$132M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
45New |
$4.11K - $4.24K
|
45
$4.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-100- 3.39% |
$9.14K - $9.42K
|
2.85K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
854+ 39.43% |
$78.1K - $80.5K
|
3.02K
$287K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
42New |
$3.84K - $3.96K
|
42
$3.99K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.3KNew |
$2.23M - $2.29M
|
24.3K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
320New |
$29.3K - $30.2K
|
320
$30.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-166- 60.81% |
$15.2K - $15.6K
|
107
$10.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-109K- 34.93% |
$9.94M - $10.2M
|
203K
$19.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 5.96% |
$1.19K - $1.22K
|
205
$19.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.08K- 4.62% |
$98.3K - $101K
|
22.2K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-302- 2.4% |
$27.6K - $28.5K
|
12.3K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-368- 9.48% |
$33.6K - $34.7K
|
3.52K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.32K- 24.2% |
$212K - $219K
|
7.27K
$691K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 8.34% |
$136K - $140K
|
19.3K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 2752.63% |
$95.6K - $98.6K
|
1.08K
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
638+ 26.16% |
$58.3K - $60.1K
|
3.08K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
64.1K+ 98.35% |
$5.86M - $6.04M
|
129K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
39KNew |
$3.57M - $3.68M
|
39K
$3.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$8.59K - $8.86K
|
10
$951
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.13K- 33.9% |
$103K - $106K
|
2.19K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
37New |
$3.38K - $3.49K
|
37
$3.52K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
893New |
$81.6K - $84.1K
|
893
$84.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120+ 35.29% |
$11K - $11.3K
|
460
$43.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-852- 19.7% |
$77.9K - $80.3K
|
3.47K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.43% |
$19.2K - $19.8K
|
14.9K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 2.2% |
$2.93K - $3.02K
|
1.49K
$141K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
616+ 128.87% |
$56.3K - $58K
|
1.09K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
54K+ 61.27% |
$4.94M - $5.09M
|
142K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.29KNew |
$209K - $215K
|
2.29K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 18.05% |
$4.57K - $4.71K
|
227
$21.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
535+ 1.18% |
$48.9K - $50.4K
|
45.9K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-997- 13.96% |
$91.1K - $93.9K
|
6.15K
$584K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
36New |
$3.29K - $3.39K
|
36
$3.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.8K- 2.89% |
$256K - $264K
|
94.1K
$8.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-269- 44.61% |
$24.6K - $25.3K
|
334
$31.8K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.61K+ 13.5% |
$330K - $340K
|
30.3K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.86KNew |
$262K - $270K
|
2.86K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-814- 18.59% |
$74.4K - $76.7K
|
3.57K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-305- 93.85% |
$27.9K - $28.7K
|
20
$1.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
349+ 0.53% |
$31.9K - $32.9K
|
66.6K
$6.33M
|
|