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 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 3.37% |
$333K - $350K
|
112K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25K+ 40.21% |
$296K - $311K
|
11.3K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.33K+ 14.55% |
$213K - $223K
|
18.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41- 1.3% |
$3.74K - $3.93K
|
3.11K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.24K- 54.41% |
$387K - $406K
|
3.55K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 337.5% |
$4.93K - $5.17K
|
70
$6.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
14.5K+ 10.5% |
$1.33M - $1.39M
|
153K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
333+ 4.35% |
$30.4K - $31.9K
|
7.99K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4.9KNew |
$447K - $470K
|
4.9K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-85- 0.88% |
$7.76K - $8.14K
|
9.57K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2+ 10.53% |
$183 - $192
|
21
$1.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.3KNew |
$210K - $221K
|
2.3K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
7.99KNew |
$729K - $765K
|
7.99K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-186- 0.38% |
$17K - $17.8K
|
48.6K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-19.8K- 15.01% |
$1.8M - $1.89M
|
112K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.18K- 19.74% |
$199K - $209K
|
8.87K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.09KNew |
$373K - $392K
|
4.09K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 5.84% |
$191K - $201K
|
38K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
865+ 10.86% |
$78.9K - $82.9K
|
8.83K
$818K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.6K+ 14.56% |
$3.52M - $3.7M
|
304K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.86K- 16.37% |
$444K - $466K
|
24.8K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.7K+ 2.54% |
$3.81M - $4M
|
1.68M
$156M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
876+ 5.63% |
$79.9K - $83.9K
|
16.4K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 6.44% |
$1.83M - $1.93M
|
332K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14K- 61.89% |
$1.28M - $1.34M
|
8.64K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 21.57% |
$1.22M - $1.28M
|
75.5K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 6.24% |
$1.62M - $1.7M
|
266K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.04K- 4.69% |
$825K - $866K
|
184K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
42.8K+ 180.8% |
$3.91M - $4.1M
|
66.5K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-494- 16.93% |
$45.1K - $47.3K
|
2.42K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.74KNew |
$798K - $838K
|
8.74K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
27.8KNew |
$2.54M - $2.67M
|
27.8K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
75+ 1.3% |
$6.84K - $7.19K
|
5.84K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-774- 13.96% |
$70.6K - $74.2K
|
4.77K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.46KNew |
$224K - $236K
|
2.46K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 25.32% |
$12.7M - $13.3M
|
686K
$63.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.9K+ 16.26% |
$1.08M - $1.14M
|
84.8K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.1K+ 20.93% |
$100K - $105K
|
6.34K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 1.31% |
$2.1K - $2.2K
|
1.78K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.03K+ 144.79% |
$550K - $578K
|
10.2K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
18.5K+ 1.31% |
$1.69M - $1.77M
|
1.43M
$133M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.91K- 0.46% |
$631K - $662K
|
1.49M
$138M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.16K+ 3.63% |
$288K - $303K
|
90.1K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
298K+ 18.02% |
$27.2M - $28.6M
|
1.95M
$181M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.51M+ 45.55% |
$138M - $145M
|
4.83M
$448M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 7.66% |
$1.25M - $1.31M
|
193K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.09K- 35.64% |
$282K - $296K
|
5.57K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 21.72% |
$195K - $205K
|
12K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
356K+ 10.02% |
$32.5M - $34.1M
|
3.91M
$362M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.4K+ 6.8% |
$1.68M - $1.76M
|
289K
$26.7M
|