Purchases and Sales Made in Q2 2025 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.6K+ 8.27% |
$4.54M - $4.68M
|
650K
$62.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
48.5K+ 7.03% |
$4.43M - $4.57M
|
738K
$70.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
45.8K+ 8.77% |
$4.19M - $4.31M
|
568K
$54.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.2K+ 28.34% |
$4.04M - $4.16M
|
200K
$19.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
44K+ 97.65% |
$4.02M - $4.15M
|
89.1K
$8.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.6K+ 112.1% |
$3.99M - $4.11M
|
82.5K
$7.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
43.4K+ 19.53% |
$3.97M - $4.09M
|
266K
$25.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
42.7K+ 15.46% |
$3.9M - $4.02M
|
319K
$30.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
39KNew |
$3.57M - $3.68M
|
39K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
38.9K+ 1089.37% |
$3.56M - $3.67M
|
42.5K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.5K+ 46.89% |
$3.52M - $3.63M
|
121K
$11.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
37.4KNew |
$3.42M - $3.53M
|
37.4K
$3.59M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
35.7K+ 8.03% |
$3.26M - $3.36M
|
480K
$46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 1.38% |
$3.21M - $3.3M
|
2.58M
$247M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.3K+ 2.35% |
$3.13M - $3.23M
|
1.49M
$143M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.7K+ 7.72% |
$3.08M - $3.18M
|
471K
$45.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
33.3KNew |
$3.05M - $3.14M
|
33.3K
$3.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
33.1K+ 26.05% |
$3.02M - $3.12M
|
160K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
32K+ 1.75% |
$2.92M - $3.01M
|
1.86M
$178M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$2.86M - $2.94M
|
31.3K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
28.2K+ 4.17% |
$2.58M - $2.66M
|
704K
$67.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27.4K+ 4.16% |
$2.5M - $2.58M
|
686K
$65.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
27.1K+ 30.83% |
$2.48M - $2.55M
|
115K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
26.8K+ 23.11% |
$2.45M - $2.52M
|
143K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
25.7K+ 15.86% |
$2.35M - $2.42M
|
187K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.1K+ 9.73% |
$2.29M - $2.36M
|
283K
$27.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25K+ 6.02% |
$2.28M - $2.35M
|
439K
$42.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.3KNew |
$2.23M - $2.29M
|
24.3K
$2.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.9K+ 27.16% |
$2.09M - $2.16M
|
107K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
22.7K+ 15.28% |
$2.07M - $2.14M
|
171K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22.2K+ 16.94% |
$2.03M - $2.09M
|
153K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.89M
|
20K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
19.9KNew |
$1.82M - $1.87M
|
19.9K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.5K+ 187.16% |
$1.79M - $1.84M
|
30K
$2.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
19.5K+ 64.61% |
$1.78M - $1.83M
|
49.6K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 9289.0% |
$1.7M - $1.75M
|
18.8K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18.5KNew |
$1.69M - $1.75M
|
18.5K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 1.96% |
$1.69M - $1.74M
|
960K
$92.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.61M - $1.66M
|
17.6K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 680.09% |
$1.6M - $1.64M
|
20K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.1KNew |
$1.56M - $1.61M
|
17.1K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17KNew |
$1.56M - $1.6M
|
17K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16.5K+ 7.13% |
$1.51M - $1.55M
|
248K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16.2K+ 4.9% |
$1.48M - $1.52M
|
346K
$33.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$1.42M - $1.47M
|
15.6K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
15.5K+ 5.72% |
$1.42M - $1.46M
|
286K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.5K+ 29.55% |
$1.42M - $1.46M
|
67.9K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
15.2K+ 12.97% |
$1.39M - $1.43M
|
132K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.6K+ 21.77% |
$1.34M - $1.38M
|
81.8K
$7.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.1K+ 1.23% |
$1.29M - $1.33M
|
1.16M
$111M
|