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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$245K - $254K
|
2.65K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.63K+ 5.5% |
$243K - $252K
|
50.4K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.63KNew |
$243K - $252K
|
2.63K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
2.48KNew |
$229K - $238K
|
2.48K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 14.99% |
$226K - $234K
|
18.8K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.44K+ 14.26% |
$226K - $234K
|
19.6K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.44K+ 19.45% |
$226K - $233K
|
15K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.67% |
$224K - $232K
|
68.5K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 3.82% |
$217K - $225K
|
63.8K
$6.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.35K+ 246.27% |
$217K - $225K
|
3.3K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.34KNew |
$217K - $224K
|
2.34K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.3K+ 14.53% |
$213K - $220K
|
18.1K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.3K+ 9.08% |
$212K - $220K
|
27.6K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.29K+ 4.3% |
$212K - $220K
|
55.6K
$5.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.29K+ 91.61% |
$212K - $219K
|
4.79K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.23KNew |
$206K - $214K
|
2.23K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.23KNew |
$206K - $213K
|
2.23K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.21KNew |
$205K - $212K
|
2.21K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.19KNew |
$202K - $209K
|
2.19K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$202K - $209K
|
2.19K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.18KNew |
$202K - $209K
|
2.18K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.18K+ 11.01% |
$202K - $209K
|
22K
$2.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.18K+ 22.28% |
$202K - $209K
|
12K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.18K+ 3.23% |
$201K - $208K
|
69.7K
$6.63M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.16KNew |
$200K - $207K
|
2.16K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.16K+ 3.84% |
$200K - $207K
|
58.3K
$5.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.15KNew |
$199K - $206K
|
2.15K
$204K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.13K+ 3.68% |
$197K - $204K
|
60K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.1KNew |
$195K - $201K
|
2.1K
$200K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.06K+ 4.7% |
$190K - $197K
|
45.9K
$4.36M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.03K+ 9.69% |
$188K - $195K
|
23K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.01K+ 8.92% |
$186K - $193K
|
24.6K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.99K+ 7.38% |
$184K - $190K
|
28.9K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.98K+ 11.66% |
$183K - $189K
|
18.9K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.95K+ 27.11% |
$180K - $186K
|
9.12K
$867K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.93K+ 10.96% |
$178K - $185K
|
19.5K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.91K+ 16.05% |
$177K - $183K
|
13.8K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.89K+ 17.8% |
$175K - $181K
|
12.5K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$171K - $177K
|
1.85K
$176K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.83K+ 65.24% |
$169K - $175K
|
4.64K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 12.24% |
$169K - $175K
|
16.7K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.8K+ 6.46% |
$166K - $172K
|
29.6K
$2.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.8K+ 5.74% |
$166K - $172K
|
33.2K
$3.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.79K+ 10.84% |
$166K - $172K
|
18.3K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.74K+ 46.01% |
$161K - $166K
|
5.52K
$525K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.73K+ 69.09% |
$160K - $166K
|
4.23K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.69K+ 5.23% |
$156K - $161K
|
33.9K
$3.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 5.43% |
$156K - $161K
|
32.6K
$3.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.68K+ 9.55% |
$155K - $161K
|
19.3K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
BUY
|
- |
1.63K+ 1.53% |
$151K - $156K
|
108K
$10.3M
|
|