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
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
665+ 31.35% |
$61.5K - $63.7K
|
2.79K
$267K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
646+ 9.13% |
$59.7K - $61.8K
|
7.72K
$741K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
627+ 2.6% |
$58K - $60K
|
24.8K
$2.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
619+ 3.26% |
$57.2K - $59.3K
|
19.6K
$1.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
614+ 3.96% |
$56.8K - $58.8K
|
16.1K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
608+ 16.42% |
$56.2K - $58.2K
|
4.31K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
606+ 82.0% |
$56K - $58K
|
1.35K
$129K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
591+ 0.24% |
$54.6K - $56.6K
|
243K
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
569+ 8.78% |
$52.6K - $54.5K
|
7.05K
$676K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
544+ 2.48% |
$50.3K - $52.1K
|
22.4K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
522+ 7.45% |
$48.3K - $50K
|
7.53K
$722K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
496+ 0.48% |
$45.9K - $47.5K
|
104K
$9.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
436+ 4.83% |
$40.3K - $41.7K
|
9.47K
$908K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
426+ 33.26% |
$39.4K - $40.8K
|
1.71K
$164K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
387+ 4.46% |
$35.8K - $37K
|
9.07K
$869K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
344New |
$31.8K - $32.9K
|
344
$33K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
336+ 4.51% |
$31.1K - $32.2K
|
7.78K
$746K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
323+ 3.18% |
$29.9K - $30.9K
|
10.5K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
318+ 0.57% |
$29.4K - $30.4K
|
55.6K
$5.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
308+ 2.34% |
$28.5K - $29.5K
|
13.5K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
290+ 11.19% |
$26.8K - $27.8K
|
2.88K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
289+ 8.61% |
$26.7K - $27.7K
|
3.65K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
282+ 1.28% |
$26.1K - $27K
|
22.4K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
264+ 9.76% |
$24.4K - $25.3K
|
2.97K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
243+ 7.85% |
$22.5K - $23.3K
|
3.34K
$320K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
240+ 12.24% |
$22.2K - $23K
|
2.2K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
237+ 87.78% |
$21.9K - $22.7K
|
507
$48.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
236+ 4.26% |
$21.8K - $22.6K
|
5.77K
$553K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
235+ 4.81% |
$21.7K - $22.5K
|
5.12K
$491K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
232+ 2900.0% |
$21.5K - $22.2K
|
240
$23K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
213+ 2.05% |
$19.7K - $20.4K
|
10.6K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
202+ 0.16% |
$18.7K - $19.3K
|
129K
$12.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
189+ 0.13% |
$17.5K - $18.1K
|
141K
$13.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
188New |
$17.4K - $18K
|
188
$18K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
169+ 2.29% |
$15.6K - $16.2K
|
7.56K
$725K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
147+ 1.73% |
$13.6K - $14.1K
|
8.66K
$830K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
136+ 2.11% |
$12.6K - $13K
|
6.57K
$630K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
118+ 0.61% |
$10.9K - $11.3K
|
19.5K
$1.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
113+ 2.35% |
$10.4K - $10.8K
|
4.93K
$472K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
110+ 0.83% |
$10.2K - $10.5K
|
13.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
109+ 3.97% |
$10.1K - $10.4K
|
2.86K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
107New |
$9.89K - $10.2K
|
107
$10.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
99+ 3.32% |
$9.15K - $9.48K
|
3.08K
$296K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
95+ 1.08% |
$8.78K - $9.09K
|
8.89K
$853K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
95+ 0.24% |
$8.78K - $9.09K
|
39.9K
$3.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
85+ 1.24% |
$7.86K - $8.14K
|
6.93K
$665K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
69+ 1.31% |
$6.38K - $6.61K
|
5.33K
$511K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
66+ 2.39% |
$6.1K - $6.32K
|
2.83K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
65+ 0.76% |
$6.01K - $6.22K
|
8.6K
$825K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
64+ 1.08% |
$5.92K - $6.13K
|
6.01K
$576K
|