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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
897K+ 2003.02% |
$81.1M - $84.4M
|
942K
$87.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
490K+ 36.74% |
$44.3M - $46.1M
|
1.83M
$169M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
298KNew |
$26.9M - $28M
|
298K
$27.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
163K+ 17.92% |
$14.8M - $15.4M
|
1.07M
$99.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
117KNew |
$10.6M - $11M
|
117K
$10.9M
|
|
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
58.6KNew |
$5.3M - $5.52M
|
58.6K
$5.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
41.7KNew |
$3.76M - $3.92M
|
41.7K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38.9KNew |
$3.51M - $3.66M
|
38.9K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
36K+ 6.39% |
$3.25M - $3.38M
|
598K
$55.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7K+ 66.74% |
$2.14M - $2.23M
|
59.3K
$5.48M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.2K+ 7.56% |
$2.1M - $2.18M
|
330K
$30.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 14.14% |
$2.03M - $2.11M
|
181K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
20.5K+ 6.62% |
$1.85M - $1.93M
|
330K
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.2KNew |
$1.37M - $1.43M
|
15.2K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5K+ 26.24% |
$1.22M - $1.27M
|
65.2K
$6.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 94.81% |
$1.11M - $1.16M
|
25.3K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11K+ 3.47% |
$991K - $1.03M
|
327K
$30.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.1K+ 33.58% |
$913K - $950K
|
40.2K
$3.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
9.98K+ 6.98% |
$902K - $939K
|
153K
$14.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.67K+ 7.97% |
$874K - $910K
|
131K
$12.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.11K+ 35.09% |
$733K - $763K
|
31.2K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.42KNew |
$580K - $604K
|
6.42K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
5.84K+ 2.7% |
$528K - $550K
|
222K
$20.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
4.56K+ 1.9% |
$412K - $429K
|
244K
$22.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.35K+ 6.24% |
$393K - $409K
|
74K
$6.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53KNew |
$319K - $332K
|
3.53K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.36K+ 5417.74% |
$304K - $316K
|
3.42K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.2K+ 20.71% |
$289K - $301K
|
18.6K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.12K+ 6.3% |
$282K - $293K
|
52.6K
$4.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.09K+ 103066.67% |
$279K - $291K
|
3.1K
$286K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.83K+ 15.13% |
$255K - $266K
|
21.5K
$1.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.8K+ 2.52% |
$163K - $170K
|
73.3K
$6.78M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.48K+ 11.87% |
$133K - $139K
|
13.9K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.38K+ 26.73% |
$125K - $130K
|
6.55K
$605K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.28K+ 78.51% |
$116K - $121K
|
2.92K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.23KNew |
$111K - $115K
|
1.23K
$113K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$107K - $112K
|
1.19K
$110K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.11K+ 20.79% |
$100K - $104K
|
6.43K
$595K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
974+ 8.4% |
$88K - $91.6K
|
12.6K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
688+ 1.12% |
$62.2K - $64.7K
|
62.1K
$5.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
603New |
$54.5K - $56.7K
|
603
$55.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
583+ 3.21% |
$52.7K - $54.8K
|
18.8K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
545+ 0.54% |
$49.3K - $51.3K
|
101K
$9.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
543+ 0.53% |
$49.1K - $51.1K
|
104K
$9.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
384+ 10.21% |
$34.7K - $36.1K
|
4.15K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
325New |
$29.4K - $30.6K
|
325
$30.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
273+ 3.54% |
$24.7K - $25.7K
|
8K
$739K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
270+ 18.17% |
$24.4K - $25.4K
|
1.76K
$162K
|