Purchases and Sales Made in Q3 2025 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
860KNew |
$79.6M - $82.4M
|
860K
$82.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
403K+ 3057.65% |
$37.3M - $38.6M
|
416K
$39.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
203K+ 52.35% |
$18.8M - $19.4M
|
591K
$56.6M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
105KNew |
$9.68M - $10M
|
105K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
91.6KNew |
$8.47M - $8.77M
|
91.6K
$8.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
85.5K+ 8.88% |
$7.9M - $8.18M
|
1.05M
$101M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.3K+ 6.57% |
$7.43M - $7.69M
|
1.3M
$125M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80K+ 5.36% |
$7.39M - $7.66M
|
1.57M
$151M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
78.1K+ 27.1% |
$7.22M - $7.48M
|
366K
$35.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
77.3K+ 115.43% |
$7.14M - $7.4M
|
144K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
71.7KNew |
$6.63M - $6.86M
|
71.7K
$6.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
69.6K+ 16.43% |
$6.44M - $6.67M
|
494K
$47.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
58.9K+ 10.37% |
$5.44M - $5.64M
|
627K
$60.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
58.9KNew |
$5.44M - $5.63M
|
58.9K
$5.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
55.4K+ 5.77% |
$5.12M - $5.3M
|
1.02M
$97.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55.3K+ 256.29% |
$5.11M - $5.29M
|
76.9K
$7.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
53.7K+ 16.69% |
$4.96M - $5.14M
|
375K
$36M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.5K+ 3.9% |
$4.11M - $4.26M
|
1.18M
$114M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
43.6K+ 1103.14% |
$4.03M - $4.17M
|
47.5K
$4.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41.2K+ 3.31% |
$3.81M - $3.94M
|
1.28M
$123M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 4.11% |
$2.44M - $2.52M
|
668K
$64.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26K+ 24.2% |
$2.4M - $2.49M
|
133K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.5K+ 1.92% |
$2.36M - $2.44M
|
1.35M
$130M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
25.1KNew |
$2.32M - $2.4M
|
25.1K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
21.9K+ 7.63% |
$2.02M - $2.09M
|
308K
$29.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19.6K+ 24.36% |
$1.81M - $1.88M
|
100K
$9.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
14K+ 27.83% |
$1.29M - $1.34M
|
64.2K
$6.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13.5K+ 12.0% |
$1.25M - $1.29M
|
126K
$12.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13.2K+ 4.0% |
$1.22M - $1.27M
|
344K
$33M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
13.1K+ 19.76% |
$1.21M - $1.26M
|
79.6K
$7.63M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13K+ 3.75% |
$1.2M - $1.24M
|
359K
$34.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.7K+ 5.44% |
$1.18M - $1.22M
|
247K
$23.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
12.1KNew |
$1.11M - $1.15M
|
12.1K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12K+ 43.43% |
$1.11M - $1.15M
|
39.6K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 10.18% |
$1.04M - $1.07M
|
121K
$11.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3K+ 31.67% |
$956K - $990K
|
43K
$4.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.38K+ 6.93% |
$867K - $898K
|
145K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
8.93K+ 6.27% |
$826K - $855K
|
152K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.9K+ 3.07% |
$823K - $852K
|
299K
$28.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8.59K+ 26.95% |
$794K - $823K
|
40.5K
$3.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
8.51KNew |
$787K - $815K
|
8.51K
$816K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.38K+ 44.72% |
$774K - $802K
|
27.1K
$2.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
8.3K+ 43.2% |
$767K - $794K
|
27.5K
$2.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.14K+ 3.37% |
$753K - $779K
|
249K
$23.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
8.01K+ 18.88% |
$741K - $767K
|
50.4K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.85K+ 6.47% |
$726K - $751K
|
129K
$12.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.54K+ 4.21% |
$697K - $722K
|
187K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6.79K+ 5.94% |
$628K - $650K
|
121K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.3K+ 66.58% |
$582K - $603K
|
15.8K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.96K+ 3.65% |
$551K - $570K
|
169K
$16.2M
|