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 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.44K+ 14.26% |
$226K - $234K
|
19.6K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.44K+ 19.45% |
$226K - $233K
|
15K
$1.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.42K+ 3.67% |
$224K - $232K
|
68.5K
$6.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.29K+ 4.3% |
$212K - $220K
|
55.6K
$5.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.29K+ 91.61% |
$212K - $219K
|
4.79K
$460K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.23KNew |
$206K - $214K
|
2.23K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.23K+ 99.38% |
$206K - $213K
|
4.47K
$429K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.21KNew |
$205K - $212K
|
2.21K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.18K+ 3.23% |
$201K - $208K
|
69.7K
$6.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.16K+ 3.84% |
$200K - $207K
|
58.3K
$5.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.13K+ 3.68% |
$197K - $204K
|
60K
$5.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.03K+ 9.69% |
$188K - $195K
|
23K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.91K+ 16.05% |
$177K - $183K
|
13.8K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$171K - $177K
|
1.85K
$177K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.83K+ 65.24% |
$169K - $175K
|
4.64K
$444K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.8K+ 5.74% |
$166K - $172K
|
33.2K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.74K+ 46.01% |
$161K - $166K
|
5.52K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.69K+ 5.23% |
$156K - $161K
|
33.9K
$3.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
BUY
|
- |
1.63K+ 1.53% |
$151K - $156K
|
108K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.61K+ 62.49% |
$149K - $155K
|
4.2K
$402K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.47K+ 10.78% |
$136K - $141K
|
15.1K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38K+ 74.73% |
$127K - $132K
|
3.22K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.37K+ 10.16% |
$126K - $131K
|
14.8K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.36K+ 13.0% |
$126K - $130K
|
11.9K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.35K+ 3.66% |
$125K - $129K
|
38.3K
$3.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.29K+ 4.74% |
$119K - $123K
|
28.5K
$2.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 2.96% |
$115K - $120K
|
43.4K
$4.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 13.6% |
$115K - $119K
|
10.4K
$995K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.22K+ 9.06% |
$113K - $117K
|
14.7K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.21K+ 1.67% |
$112K - $116K
|
73.6K
$7.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.15K+ 13.46% |
$106K - $110K
|
9.69K
$930K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.08K+ 2.67% |
$99.9K - $103K
|
41.5K
$3.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.05K+ 3.39% |
$97K - $100K
|
32K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.02K+ 5.47% |
$94.4K - $97.7K
|
19.7K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
999New |
$92.4K - $95.6K
|
999
$95.8K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
972+ 4.82% |
$89.9K - $93K
|
21.2K
$2.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
937+ 0.81% |
$86.6K - $89.7K
|
117K
$11.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
933+ 10.9% |
$86.3K - $89.3K
|
9.49K
$910K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
930+ 9.57% |
$86K - $89K
|
10.6K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
917+ 5.91% |
$84.8K - $87.8K
|
16.4K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
909+ 2.0% |
$84K - $87K
|
46.4K
$4.45M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
865New |
$80K - $82.8K
|
865
$82.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
864New |
$79.9K - $82.7K
|
864
$82.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
835+ 3.78% |
$77.2K - $79.9K
|
22.9K
$2.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
817+ 10.57% |
$75.5K - $78.2K
|
8.54K
$819K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
798+ 13.4% |
$73.8K - $76.4K
|
6.75K
$648K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
796+ 48.77% |
$73.6K - $76.2K
|
2.43K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
788+ 10.76% |
$72.9K - $75.4K
|
8.11K
$778K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
766+ 4.13% |
$70.8K - $73.3K
|
19.3K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
727+ 1.3% |
$67.2K - $69.6K
|
56.7K
$5.44M
|