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
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322K+ 240.92% |
$29.8M - $30.8M
|
456K
$43.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
203K+ 52.35% |
$18.8M - $19.4M
|
591K
$56.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
161K+ 10.81% |
$14.9M - $15.4M
|
1.65M
$158M
|
|
|
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 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
101K+ 46.5% |
$9.31M - $9.64M
|
317K
$30.4M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
76.7K+ 13.12% |
$7.09M - $7.34M
|
661K
$63.4M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
65.9K+ 13.99% |
$6.09M - $6.3M
|
537K
$51.5M
|
|
|
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 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.1KNew |
$4.72M - $4.89M
|
51.1K
$4.9M
|
|
|
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 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
36.7K+ 5.86% |
$3.39M - $3.51M
|
663K
$63.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
27.6K+ 171.61% |
$2.55M - $2.64M
|
43.7K
$4.19M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25.7K+ 3497.42% |
$2.38M - $2.46M
|
26.5K
$2.54M
|
|
|
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 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.5K+ 3.42% |
$2.17M - $2.25M
|
709K
$68M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
21.9K+ 7.63% |
$2.02M - $2.09M
|
308K
$29.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
19.8K+ 6.97% |
$1.83M - $1.9M
|
304K
$29.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19.6K+ 24.36% |
$1.81M - $1.88M
|
100K
$9.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.8K+ 15.78% |
$1.64M - $1.7M
|
130K
$12.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.3K+ 16.12% |
$1.6M - $1.65M
|
125K
$11.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.2K+ 7.53% |
$1.32M - $1.36M
|
203K
$19.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 7.4% |
$1.31M - $1.36M
|
206K
$19.7M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 27.34% |
$1.22M - $1.26M
|
61.5K
$5.9M
|
|
|
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 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
12.9K+ 6.88% |
$1.19M - $1.23M
|
200K
$19.2M
|
|
|
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
|