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 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
513+ 3.24% |
$46.9K - $48.3K
|
16.3K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
511+ 2.5% |
$46.7K - $48.1K
|
21K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
507+ 2.35% |
$46.3K - $47.8K
|
22.1K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
506+ 11.49% |
$46.3K - $47.7K
|
4.91K
$471K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
497+ 2.69% |
$45.4K - $46.8K
|
19K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
496+ 0.69% |
$45.3K - $46.7K
|
72.4K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
478+ 8.12% |
$43.7K - $45K
|
6.36K
$610K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
475+ 148.44% |
$43.4K - $44.8K
|
795
$76.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
456+ 5.91% |
$41.7K - $43K
|
8.18K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
448+ 0.73% |
$41K - $42.2K
|
61.5K
$5.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
439+ 3.94% |
$40.1K - $41.4K
|
11.6K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
431+ 2.18% |
$39.4K - $40.6K
|
20.2K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
429+ 5.37% |
$39.2K - $40.4K
|
8.42K
$808K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
420New |
$38.4K - $39.6K
|
420
$40.3K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
413+ 5.79% |
$37.8K - $38.9K
|
7.55K
$724K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
407+ 5.54% |
$37.2K - $38.3K
|
7.75K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
397+ 13.62% |
$36.3K - $37.4K
|
3.31K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
396New |
$36.2K - $37.3K
|
396
$38K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
361+ 3.51% |
$33K - $34K
|
10.6K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
349+ 0.53% |
$31.9K - $32.9K
|
66.6K
$6.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
345+ 15.04% |
$31.5K - $32.5K
|
2.64K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
343+ 15.25% |
$31.4K - $32.3K
|
2.59K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
324+ 3.93% |
$29.6K - $30.5K
|
8.57K
$822K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
320New |
$29.3K - $30.2K
|
320
$30.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
318+ 24.2% |
$29.1K - $30K
|
1.63K
$156K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
314+ 6.5% |
$28.7K - $29.6K
|
5.15K
$494K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
BUY
|
- |
309+ 12.34% |
$28.2K - $29.1K
|
2.81K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
301+ 6.56% |
$27.5K - $28.4K
|
4.89K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
299+ 2.24% |
$27.3K - $28.2K
|
13.7K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
295+ 317.2% |
$27K - $27.8K
|
388
$37.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
281+ 5.8% |
$25.7K - $26.5K
|
5.13K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
279+ 2.5% |
$25.5K - $26.3K
|
11.4K
$1.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
279New |
$25.5K - $26.3K
|
279
$26.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
267+ 27.5% |
$24.4K - $25.2K
|
1.24K
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
248New |
$22.7K - $23.4K
|
248
$23.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
227+ 6.0% |
$20.8K - $21.4K
|
4.01K
$385K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
216+ 7.5% |
$19.7K - $20.4K
|
3.1K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
211+ 3.28% |
$19.3K - $19.9K
|
6.64K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
210+ 1.43% |
$19.2K - $19.8K
|
14.9K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
208+ 1.25% |
$19K - $19.6K
|
16.8K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
207+ 2.51% |
$18.9K - $19.5K
|
8.45K
$810K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
202+ 0.76% |
$18.5K - $19K
|
26.9K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
196New |
$17.9K - $18.5K
|
196
$18.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
195+ 2.99% |
$17.8K - $18.4K
|
6.72K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
193+ 16.31% |
$17.6K - $18.2K
|
1.38K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
185New |
$16.9K - $17.4K
|
185
$17.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
180New |
$16.5K - $17K
|
180
$17.3K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
178+ 1.49% |
$16.3K - $16.8K
|
12.1K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
177+ 4.07% |
$16.2K - $16.7K
|
4.53K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
174+ 0.69% |
$15.9K - $16.4K
|
25.3K
$2.42M
|