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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.64K+ 1.11% |
$333K - $343K
|
331K
$31.7M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.61KNew |
$330K - $340K
|
3.61K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.61K+ 1.92% |
$330K - $340K
|
192K
$18.4M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.61K+ 13.5% |
$330K - $340K
|
30.3K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.6KNew |
$329K - $339K
|
3.6K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 3.54% |
$329K - $339K
|
105K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.56K+ 2.23% |
$325K - $335K
|
163K
$15.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.53KNew |
$323K - $333K
|
3.53K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.52K+ 21.06% |
$322K - $332K
|
20.3K
$1.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.52K+ 144.1% |
$321K - $331K
|
5.96K
$571K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.51K+ 144.57% |
$321K - $331K
|
5.94K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
3.38K+ 3.34% |
$309K - $318K
|
105K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.36KNew |
$308K - $317K
|
3.36K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.32K+ 45.2% |
$304K - $313K
|
10.7K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.32K+ 3.0% |
$304K - $313K
|
114K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.31K+ 1.12% |
$303K - $312K
|
300K
$28.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.26KNew |
$298K - $307K
|
3.26K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 2.86% |
$296K - $305K
|
116K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.23KNew |
$295K - $304K
|
3.23K
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.15K+ 10.1% |
$288K - $296K
|
34.3K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.15K+ 13.1% |
$288K - $296K
|
27.2K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 1.47% |
$287K - $296K
|
217K
$20.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
3.1K+ 0.52% |
$283K - $292K
|
602K
$57.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.01K+ 27.09% |
$275K - $284K
|
14.1K
$1.35M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.99KNew |
$273K - $281K
|
2.99K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.97K+ 5.74% |
$271K - $280K
|
54.6K
$5.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 62.67% |
$271K - $279K
|
7.7K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.96KNew |
$270K - $279K
|
2.96K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.96K+ 14.08% |
$270K - $279K
|
24K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.94K+ 3.03% |
$269K - $277K
|
99.8K
$9.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.91K+ 17.88% |
$266K - $275K
|
19.2K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.87K+ 7.26% |
$263K - $271K
|
42.4K
$4.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.86KNew |
$262K - $270K
|
2.86K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.86K+ 1.83% |
$261K - $269K
|
159K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.83K+ 1.38% |
$259K - $266K
|
208K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.81KNew |
$256K - $264K
|
2.81K
$269K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
2.77K+ 2.67% |
$253K - $261K
|
107K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.76K+ 1.99% |
$252K - $260K
|
141K
$13.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.75KNew |
$251K - $259K
|
2.75K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.71KNew |
$247K - $255K
|
2.71K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.68K+ 30.56% |
$245K - $253K
|
11.5K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.66K+ 5.14% |
$243K - $250K
|
54.3K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.66K+ 5.15% |
$243K - $250K
|
54.2K
$5.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 36.61% |
$240K - $247K
|
9.78K
$938K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.61K+ 8.53% |
$239K - $246K
|
33.2K
$3.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.61K+ 9.97% |
$238K - $246K
|
28.8K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.61K+ 2.31% |
$238K - $245K
|
115K
$11.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.59K+ 18.9% |
$237K - $244K
|
16.3K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.57KNew |
$234K - $242K
|
2.57K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
2.56K+ 9.96% |
$234K - $242K
|
28.3K
$2.72M
|