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 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.87K+ 0.47% |
$820K - $849K
|
1.9M
$182M
|
|
|
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 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.02K+ 57.3% |
$742K - $768K
|
22K
$2.11M
|
|
|
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 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.38K+ 289.42% |
$683K - $707K
|
9.93K
$953K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.15KNew |
$661K - $684K
|
7.15K
$685K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.91K+ 3.85% |
$639K - $662K
|
186K
$17.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6.79K+ 5.94% |
$628K - $650K
|
121K
$11.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.75K+ 32.01% |
$624K - $646K
|
27.9K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.73K+ 6.01% |
$622K - $644K
|
119K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.68KNew |
$618K - $640K
|
6.68K
$641K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6.31KNew |
$584K - $604K
|
6.31K
$605K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.3K+ 71.1% |
$583K - $603K
|
15.2K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.3K+ 66.58% |
$582K - $603K
|
15.8K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6K+ 26.07% |
$555K - $574K
|
29K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.96K+ 3.65% |
$551K - $570K
|
169K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.89K+ 5.9% |
$544K - $563K
|
106K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
5.48K+ 33.2% |
$507K - $525K
|
22K
$2.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.27K+ 35.33% |
$488K - $505K
|
20.2K
$1.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.59K+ 10.16% |
$424K - $439K
|
49.7K
$4.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.51K+ 2.09% |
$417K - $432K
|
220K
$21.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$415K - $430K
|
4.49K
$431K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.45K+ 10.3% |
$411K - $426K
|
47.7K
$4.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
4.11K+ 14.5% |
$380K - $393K
|
32.4K
$3.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 13.87% |
$374K - $387K
|
33.2K
$3.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.85K+ 20.48% |
$356K - $368K
|
22.6K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 45.85% |
$326K - $338K
|
11.2K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.52KNew |
$326K - $337K
|
3.52K
$338K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.52K+ 13.23% |
$326K - $337K
|
30.1K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.45KNew |
$319K - $330K
|
3.45K
$331K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.39K+ 1.97% |
$314K - $325K
|
175K
$16.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.31K+ 10.75% |
$306K - $317K
|
34.1K
$3.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.24K+ 6.53% |
$300K - $310K
|
52.9K
$5.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.2K+ 12.31% |
$296K - $306K
|
29.2K
$2.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
3.14KNew |
$290K - $300K
|
3.14K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 5.6% |
$287K - $297K
|
58.5K
$5.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.04K+ 20.26% |
$281K - $291K
|
18K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.95K+ 14.73% |
$272K - $282K
|
23K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.91K+ 32.09% |
$269K - $279K
|
12K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.78K+ 78.7% |
$257K - $266K
|
6.31K
$605K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.73KNew |
$253K - $262K
|
2.73K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.65KNew |
$245K - $254K
|
2.65K
$254K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.63K+ 5.5% |
$243K - $252K
|
50.4K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 14.99% |
$226K - $234K
|
18.8K
$1.8M
|