Purchases and Sales Made in Q1 2025 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
2.86MNew |
$258M - $269M
|
2.86M
$265M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4M+ 11.0% |
$217M - $226M
|
24.3M
$2.25B
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.34M+ 6.81% |
$121M - $126M
|
21M
$1.95B
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.05MNew |
$95.1M - $99M
|
1.05M
$97.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
907K+ 2142.6% |
$82M - $85.4M
|
950K
$88M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
897K+ 2003.02% |
$81.1M - $84.4M
|
942K
$87.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
668K+ 37.94% |
$60.3M - $62.8M
|
2.43M
$225M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
567K+ 67.99% |
$51.2M - $53.3M
|
1.4M
$130M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
490K+ 36.74% |
$44.3M - $46.1M
|
1.83M
$169M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
489KNew |
$44.2M - $46M
|
489K
$45.3M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
482K+ 137.37% |
$43.5M - $45.3M
|
832K
$77.1M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
454K+ 87.05% |
$41M - $42.7M
|
976K
$90.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
322KNew |
$29.1M - $30.3M
|
322K
$29.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
298KNew |
$26.9M - $28M
|
298K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
297K+ 219.97% |
$26.9M - $28M
|
433K
$40.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
278K+ 17.53% |
$25.1M - $26.1M
|
1.86M
$173M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
254K+ 50.7% |
$22.9M - $23.9M
|
755K
$69.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
241K+ 218.64% |
$21.7M - $22.6M
|
351K
$32.5M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
231KNew |
$20.9M - $21.8M
|
231K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
173K+ 64.06% |
$15.7M - $16.3M
|
444K
$41.2M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
165K+ 290.56% |
$14.9M - $15.5M
|
222K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
164K+ 13.0% |
$14.8M - $15.4M
|
1.42M
$132M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
163K+ 17.92% |
$14.8M - $15.4M
|
1.07M
$99.5M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
151K+ 120.56% |
$13.6M - $14.2M
|
276K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
131KNew |
$11.9M - $12.4M
|
131K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
128K+ 136.75% |
$11.6M - $12M
|
222K
$20.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
117KNew |
$10.6M - $11M
|
117K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
108K+ 23.36% |
$9.79M - $10.2M
|
572K
$53M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
107K+ 195.75% |
$9.67M - $10.1M
|
162K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107K+ 6.79% |
$9.63M - $10M
|
1.68M
$155M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
100K+ 1792.6% |
$9.07M - $9.44M
|
106K
$9.82M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
96.4K+ 22.97% |
$8.71M - $9.07M
|
516K
$47.8M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
84K+ 42.03% |
$7.59M - $7.9M
|
284K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
78.8KNew |
$7.12M - $7.41M
|
78.8K
$7.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
65.2K+ 1175.48% |
$5.89M - $6.13M
|
70.7K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59.8K+ 804.62% |
$5.4M - $5.62M
|
67.2K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$5.3M - $5.52M
|
58.6K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.3K+ 17.4% |
$5M - $5.21M
|
374K
$34.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54.6K+ 4.87% |
$4.94M - $5.14M
|
1.18M
$109M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
50.5K+ 19.23% |
$4.56M - $4.75M
|
313K
$29M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.3K+ 171.09% |
$4.54M - $4.73M
|
79.6K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
49.3KNew |
$4.46M - $4.64M
|
49.3K
$4.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
48.6K+ 72.43% |
$4.4M - $4.58M
|
116K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
48K+ 30.14% |
$4.34M - $4.52M
|
207K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.2KNew |
$4.26M - $4.44M
|
47.2K
$4.37M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
47.1K+ 62.37% |
$4.26M - $4.43M
|
123K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
46.5K+ 130.41% |
$4.2M - $4.37M
|
82.1K
$7.61M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.5K+ 12.98% |
$3.93M - $4.1M
|
379K
$35.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.1K+ 50.56% |
$3.9M - $4.06M
|
128K
$11.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
41.7KNew |
$3.76M - $3.92M
|
41.7K
$3.86M
|