Latest Institutional Purchases of Ishares Tr (MBB)
This list provides information on the latest institutional transactions involving Ishares Tr (MBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
183K+ 50.24% |
$17.3M - $17.6M
|
546K
$51.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
152K+ 1740.06% |
$14.4M - $14.6M
|
161K
$15.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
97.6K+ 16.52% |
$9.26M - $9.39M
|
688K
$65.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62.7K+ 1286.88% |
$5.95M - $6.03M
|
67.5K
$6.42M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.5K+ 41.61% |
$4.13M - $4.19M
|
148K
$14.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34.8K+ 10.11% |
$3.3M - $3.35M
|
379K
$36M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
34.5K+ 13.39% |
$3.28M - $3.32M
|
292K
$27.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
27.1KNew |
$2.57M - $2.6M
|
27.1K
$2.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
26.7KNew |
$2.53M - $2.56M
|
26.7K
$2.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.8K+ 1.62% |
$1.97M - $2M
|
1.31M
$124M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20.7KNew |
$1.96M - $1.99M
|
20.7K
$1.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
19.8K+ 133.71% |
$1.88M - $1.91M
|
34.7K
$3.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
19.4K+ 13.42% |
$1.84M - $1.86M
|
164K
$15.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
19.2KNew |
$1.82M - $1.84M
|
19.2K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.37M - $1.39M
|
14.4K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.2K+ 41.3% |
$1.06M - $1.08M
|
38.3K
$3.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
11K+ 4.44% |
$1.04M - $1.06M
|
258K
$24.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
10.3KNew |
$974K - $987K
|
10.3K
$975K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
10.2K+ 3.3% |
$966K - $980K
|
318K
$30.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.92K+ 5.31% |
$941K - $955K
|
197K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.55K+ 3.19% |
$906K - $919K
|
308K
$29.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.53K+ 6.59% |
$904K - $917K
|
154K
$14.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.02K+ 74.78% |
$856K - $868K
|
21.1K
$2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.65K+ 22.61% |
$821K - $833K
|
46.9K
$4.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.87K+ 1.89% |
$747K - $758K
|
424K
$40.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.7K+ 3.74% |
$730K - $741K
|
213K
$20.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.11K+ 71.53% |
$674K - $684K
|
17K
$1.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.5K+ 3.84% |
$616K - $625K
|
176K
$16.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.22K+ 236.05% |
$590K - $599K
|
8.86K
$842K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.82K+ 12.55% |
$552K - $560K
|
52.2K
$4.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.12K+ 10.29% |
$486K - $492K
|
54.8K
$5.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.97K+ 128.41% |
$471K - $478K
|
8.84K
$840K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.95K+ 71.81% |
$470K - $477K
|
11.8K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.77K+ 4.52% |
$453K - $459K
|
110K
$10.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.32K+ 57.37% |
$410K - $416K
|
11.9K
$1.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.31K+ 10.81% |
$409K - $415K
|
44.2K
$4.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.9K+ 6.62% |
$370K - $375K
|
62.7K
$5.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 8.1% |
$366K - $371K
|
51.5K
$4.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.15K+ 3.15% |
$299K - $304K
|
103K
$9.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.12KNew |
$296K - $300K
|
3.12K
$297K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.09K+ 15.68% |
$293K - $297K
|
22.8K
$2.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.08K+ 5.24% |
$293K - $297K
|
61.9K
$5.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 2.61% |
$290K - $294K
|
120K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3K+ 1.94% |
$285K - $289K
|
158K
$15M
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.92KNew |
$277K - $281K
|
2.92K
$277K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.89K+ 28.55% |
$275K - $278K
|
13K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.79K+ 4.79% |
$265K - $269K
|
61.1K
$5.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.79K+ 163.56% |
$265K - $269K
|
4.5K
$428K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.59KNew |
$246K - $249K
|
2.59K
$246K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
2.4KNew |
$228K - $231K
|
2.4K
$228K
|
|