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 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.4K+ 161.43% |
$585K - $603K
|
10.4K
$994K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.34K+ 88.76% |
$579K - $597K
|
13.5K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.26K+ 18.13% |
$572K - $590K
|
40.8K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.25K+ 0.34% |
$572K - $589K
|
1.87M
$179M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.25KNew |
$571K - $589K
|
6.25K
$599K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.16K+ 49.04% |
$563K - $581K
|
18.7K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
6.12K+ 10.09% |
$560K - $577K
|
66.8K
$6.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.12K+ 77.97% |
$559K - $576K
|
14K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.03K+ 8.62% |
$551K - $568K
|
75.9K
$7.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.98K+ 12.13% |
$547K - $564K
|
55.3K
$5.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.76K+ 33.4% |
$527K - $543K
|
23K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5.75KNew |
$526K - $542K
|
5.75K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.7K+ 2.75% |
$521K - $537K
|
213K
$20.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.68K+ 15.15% |
$520K - $536K
|
43.2K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.54KNew |
$506K - $522K
|
5.54K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.5KNew |
$503K - $518K
|
5.5K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.4K+ 3.5% |
$493K - $509K
|
160K
$15.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
5.37KNew |
$490K - $505K
|
5.37K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.3K+ 11.96% |
$485K - $500K
|
49.6K
$4.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.29KNew |
$483K - $498K
|
5.29K
$507K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.11K+ 13.96% |
$467K - $481K
|
41.7K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.03K+ 104.29% |
$460K - $474K
|
9.85K
$944K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.94K+ 229.13% |
$452K - $465K
|
7.1K
$680K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.88K+ 7.8% |
$446K - $460K
|
67.5K
$6.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.81K+ 54.15% |
$439K - $453K
|
13.7K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.8K+ 42.77% |
$439K - $452K
|
16K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4.73KNew |
$433K - $446K
|
4.73K
$454K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.6K+ 21.97% |
$420K - $433K
|
25.5K
$2.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.58K+ 14.67% |
$419K - $432K
|
35.8K
$3.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.52K+ 8.68% |
$413K - $426K
|
56.6K
$5.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.49K+ 20.01% |
$411K - $423K
|
26.9K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.45KNew |
$406K - $419K
|
4.45K
$426K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4.38K+ 7.05% |
$400K - $412K
|
66.4K
$6.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.36KNew |
$398K - $410K
|
4.36K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.23K+ 1.78% |
$387K - $399K
|
242K
$23.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.2K+ 135.8% |
$384K - $396K
|
7.3K
$700K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.18K+ 9.47% |
$382K - $394K
|
48.3K
$4.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.09K+ 19.29% |
$374K - $386K
|
25.3K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.07K+ 52.15% |
$372K - $384K
|
11.9K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.03K+ 2.5% |
$369K - $380K
|
165K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.97K+ 102.11% |
$363K - $374K
|
7.86K
$754K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.89K+ 19.6% |
$356K - $367K
|
23.8K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.83K+ 13.48% |
$350K - $361K
|
32.2K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
3.76K+ 6.85% |
$344K - $355K
|
58.8K
$5.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.76K+ 0.77% |
$344K - $355K
|
489K
$46.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.76K+ 18.28% |
$344K - $354K
|
24.3K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.75K+ 779.42% |
$343K - $353K
|
4.23K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.7K+ 0.94% |
$338K - $348K
|
397K
$38.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.67K+ 0.93% |
$335K - $345K
|
399K
$38.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.64K+ 3.77% |
$333K - $343K
|
100K
$9.6M
|