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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.72K+ 2.91% |
$252K - $260K
|
96.2K
$9.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-217- 1.09% |
$20.1K - $20.8K
|
19.7K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.79K+ 10.84% |
$166K - $172K
|
18.3K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.43K- 44.62% |
$132K - $137K
|
1.77K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 4.22% |
$449K - $465K
|
110K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.72K+ 63.07% |
$251K - $260K
|
7.02K
$667K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-41K- 18.39% |
$3.79M - $3.92M
|
182K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.56K+ 18.25% |
$145K - $150K
|
10.1K
$963K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
15.7K+ 8.77% |
$1.45M - $1.5M
|
195K
$18.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.09K- 1.38% |
$101K - $104K
|
78K
$7.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
62.9K+ 20.92% |
$5.82M - $6.02M
|
364K
$34.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 3.11% |
$4.62K - $4.79K
|
1.56K
$148K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14K+ 12.57% |
$1.29M - $1.34M
|
125K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
16+ 0.72% |
$1.48K - $1.53K
|
2.24K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
22+ 1.13% |
$2.03K - $2.11K
|
1.97K
$187K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
412+ 2.99% |
$38.1K - $39.4K
|
14.2K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.25K- 3.82% |
$208K - $215K
|
56.6K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
48.5K+ 9.9% |
$4.49M - $4.65M
|
539K
$51.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
97.9K+ 39.44% |
$9.06M - $9.38M
|
346K
$32.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
216KNew |
$20M - $20.7M
|
216K
$20.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
265+ 4.7% |
$24.5K - $25.4K
|
5.9K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
86+ 3.9% |
$7.95K - $8.23K
|
2.29K
$218K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.4K- 1.18% |
$222K - $230K
|
201K
$19.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 0.32% |
$135K - $140K
|
461K
$43.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-977- 1.83% |
$90.3K - $93.5K
|
52.5K
$4.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-7- 6.36% |
$647 - $670
|
103
$9.79K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-837- 1.71% |
$77.4K - $80.1K
|
48.1K
$4.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37.5K+ 5.71% |
$3.47M - $3.59M
|
695K
$66.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$370 - $383
|
4
$380
|
|
|
Nov 07, 2025
Q3 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-2.88K- 1.16% |
$267K - $276K
|
247K
$23.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.5K- 1.12% |
$3.01M - $3.11M
|
2.88M
$274M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-121- 2.71% |
$11.2K - $11.6K
|
4.35K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
498+ 0.67% |
$46K - $47.7K
|
75.3K
$7.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
140+ 7.95% |
$12.9K - $13.4K
|
1.9K
$181K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.47K+ 20.16% |
$136K - $141K
|
8.78K
$835K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-100K- 18.18% |
$9.25M - $9.57M
|
450K
$42.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923K+ 1.82% |
$85.3M - $88.4M
|
51.7M
$4.91B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.73K+ 69.09% |
$160K - $166K
|
4.23K
$403K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.67K- 50.33% |
$154K - $160K
|
1.65K
$156K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
67+ 5.41% |
$6.19K - $6.41K
|
1.31K
$124K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
303+ 3.6% |
$28K - $29K
|
8.73K
$830K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 1.06% |
$370 - $383
|
381
$36.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.95KNew |
$365K - $378K
|
3.95K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 5.43% |
$156K - $161K
|
32.6K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-870- 4.29% |
$80.4K - $83.3K
|
19.4K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
20New |
$1.85K - $1.91K
|
20
$1.9K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.17K+ 8.92% |
$109K - $112K
|
14.3K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-296- 8.8% |
$27.4K - $28.3K
|
3.07K
$292K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
3.42KNew |
$316K - $327K
|
3.42K
$325K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.65K- 27.56% |
$152K - $158K
|
4.33K
$411K
|
|