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 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
59+ 256.52% |
$5.46K - $5.65K
|
82
$7.86K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56+ 1.04% |
$5.18K - $5.36K
|
5.42K
$519K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
48New |
$4.44K - $4.6K
|
48
$4.6K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
45+ 2.1% |
$4.16K - $4.31K
|
2.19K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42New |
$3.88K - $4.02K
|
42
$4.03K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
41+ 5.84% |
$3.79K - $3.92K
|
743
$71.2K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
39+ 3.4% |
$3.61K - $3.73K
|
1.19K
$114K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39+ 0.87% |
$3.61K - $3.73K
|
4.54K
$435K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
37+ 2.69% |
$3.42K - $3.54K
|
1.41K
$135K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
36+ 0.66% |
$3.33K - $3.45K
|
5.47K
$525K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 8.33% |
$3.05K - $3.16K
|
429
$41.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
33+ 12.04% |
$3.05K - $3.16K
|
307
$29.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
30New |
$2.77K - $2.87K
|
30
$2.88K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
28+ 0.91% |
$2.59K - $2.68K
|
3.1K
$297K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.24% |
$2.13K - $2.2K
|
9.54K
$915K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
14+ 9.33% |
$1.29K - $1.34K
|
164
$15.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 5.63% |
$740 - $766
|
150
$14.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$647 - $670
|
7
$671
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
7+ 0.09% |
$647 - $670
|
8.03K
$770K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$647 - $670
|
7
$671
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.23% |
$555 - $574
|
2.66K
$255K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5New |
$462 - $479
|
5
$479
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3+ 0.3% |
$277 - $287
|
994
$95.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.82% |
$185 - $191
|
246
$23.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 0.23% |
$92.5 - $95.7
|
443
$42.5K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.47% |
$92.5 - $95.7
|
213
$20.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-7- 0.07% |
$647 - $670
|
10.6K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13- 0.93% |
$1.2K - $1.24K
|
1.38K
$133K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14- 0.18% |
$1.29K - $1.34K
|
7.59K
$728K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-22- 0.42% |
$2.03K - $2.11K
|
5.21K
$499K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-35- 1.17% |
$3.24K - $3.35K
|
2.95K
$283K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-42- 0.15% |
$3.88K - $4.02K
|
27.7K
$2.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-46- 53.49% |
$4.25K - $4.4K
|
40
$3.84K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-50- 0.55% |
$4.62K - $4.79K
|
9.12K
$874K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-56- 1.66% |
$5.18K - $5.36K
|
3.32K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-76- 1.73% |
$7.03K - $7.28K
|
4.31K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-79- 17.56% |
$7.3K - $7.56K
|
371
$35.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-95- 1.85% |
$8.78K - $9.09K
|
5.03K
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-107- 2.23% |
$9.89K - $10.2K
|
4.68K
$449K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-114- 34.65% |
$10.5K - $10.9K
|
215
$20.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-116- 1.67% |
$10.7K - $11.1K
|
6.81K
$653K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-142- 3.54% |
$13.1K - $13.6K
|
3.87K
$371K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-148- 3.5% |
$13.7K - $14.2K
|
4.08K
$391K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-165- 43.19% |
$15.3K - $15.8K
|
217
$20.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-169- 0.41% |
$15.6K - $16.2K
|
41.2K
$3.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-192- 0.34% |
$17.8K - $18.4K
|
56.3K
$5.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-203- 10.65% |
$18.8K - $19.4K
|
1.7K
$163K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-208- 8.34% |
$19.2K - $19.9K
|
2.29K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-210- 0.23% |
$19.4K - $20.1K
|
92.3K
$8.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-217- 1.48% |
$20.1K - $20.8K
|
14.5K
$1.39M
|