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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.3K+ 11.42% |
$2.13M - $2.23M
|
227K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.4K+ 81.8% |
$858K - $901K
|
20.9K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-15K- 1.1% |
$1.37M - $1.44M
|
1.35M
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.1K+ 2.63% |
$4.11M - $4.32M
|
1.76M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
157K+ 162.13% |
$14.3M - $15M
|
253K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-38- 1.2% |
$3.47K - $3.64K
|
3.12K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.67K- 27.7% |
$153K - $160K
|
4.37K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
360+ 10.74% |
$32.9K - $34.5K
|
3.71K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
692+ 28.97% |
$63.2K - $66.3K
|
3.08K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.69K+ 5.51% |
$428K - $449K
|
89.7K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.12K- 17.28% |
$102K - $107K
|
5.37K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
427KNew |
$39M - $40.9M
|
427K
$39.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
115+ 0.32% |
$10.5K - $11K
|
35.5K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
454New |
$41.4K - $43.5K
|
454
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27.3K- 48.69% |
$2.49M - $2.62M
|
28.8K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.46K+ 8.84% |
$407K - $427K
|
54.9K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 1.4% |
$13.7K - $14.4K
|
10.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-992- 4.66% |
$90.5K - $95.1K
|
20.3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.4K- 3.26% |
$5.42M - $5.69M
|
1.76M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-23- 0.46% |
$2.1K - $2.2K
|
5.01K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
135KNew |
$12.3M - $13M
|
135K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.33K+ 7.72% |
$122K - $128K
|
18.6K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
466KNew |
$42.5M - $44.7M
|
466K
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
536K+ 3.84% |
$49M - $51.4M
|
14.5M
$1.34B
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.36K- 23.39% |
$398K - $417K
|
14.3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.06K+ 6.91% |
$553K - $580K
|
93.7K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.51K- 50.62% |
$229K - $241K
|
2.45K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-88.4K- 95.2% |
$8.06M - $8.47M
|
4.46K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.97K- 5.74% |
$910K - $955K
|
164K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.35K+ 2.57% |
$397K - $417K
|
174K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-102K- 35.55% |
$9.27M - $9.73M
|
184K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-58- 0.45% |
$5.29K - $5.56K
|
13K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.04K+ 16.13% |
$733K - $770K
|
57.9K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
833+ 0.21% |
$76K - $79.8K
|
394K
$36.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.43K+ 3.26% |
$405K - $425K
|
141K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.69KNew |
$246K - $258K
|
2.69K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
420+ 8.25% |
$38.3K - $40.2K
|
5.51K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
221+ 1.97% |
$20.2K - $21.2K
|
11.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-29- 4.52% |
$2.65K - $2.78K
|
612
$56.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
594+ 5.16% |
$54.2K - $56.9K
|
12.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7.83KNew |
$715K - $751K
|
7.83K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
87.2KNew |
$7.95M - $8.35M
|
87.2K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
325New |
$29.7K - $31.1K
|
325
$30.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24New |
$2.19K - $2.3K
|
24
$2.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13KNew |
$1.19M - $1.25M
|
13K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
14.8KNew |
$1.35M - $1.42M
|
14.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
590K+ 7.42% |
$53.8M - $56.5M
|
8.54M
$790M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3K+ 365.01% |
$1.94M - $2.04M
|
27.1K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14.8K+ 13.5% |
$1.35M - $1.41M
|
124K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
973+ 21.58% |
$88.8K - $93.2K
|
5.48K
$508K
|