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 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25- 69.44% |
$2.26K - $2.35K
|
11
$1.05K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-27- 0.69% |
$2.44K - $2.54K
|
3.89K
$370K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-29- 0.72% |
$2.62K - $2.73K
|
3.99K
$379K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-34- 1.37% |
$3.07K - $3.2K
|
2.44K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-35- 0.61% |
$3.16K - $3.29K
|
5.72K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37- 27.61% |
$3.34K - $3.48K
|
97
$9.22K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-38- 38.78% |
$3.43K - $3.58K
|
60
$5.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-41- 10.49% |
$3.71K - $3.86K
|
350
$33.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-45- 2.0% |
$4.07K - $4.23K
|
2.21K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-47- 0.29% |
$4.25K - $4.42K
|
16K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-48- 1.13% |
$4.34K - $4.52K
|
4.18K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-63- 0.89% |
$5.69K - $5.93K
|
7.01K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-64- 1.52% |
$5.78K - $6.02K
|
4.14K
$394K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-65- 1.15% |
$5.87K - $6.12K
|
5.57K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 0.13% |
$5.96K - $6.21K
|
52.1K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-73- 0.56% |
$6.6K - $6.87K
|
12.9K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-74- 3.74% |
$6.69K - $6.96K
|
1.91K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-75- 31.91% |
$6.78K - $7.06K
|
160
$15.2K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76- 43.43% |
$6.87K - $7.15K
|
99
$9.41K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-85- 4.84% |
$7.68K - $8K
|
1.67K
$159K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-85- 13.18% |
$7.68K - $8K
|
560
$53.3K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-87- 55.77% |
$7.86K - $8.18K
|
69
$6.56K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 2.99% |
$8.13K - $8.47K
|
2.92K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-93- 1.13% |
$8.4K - $8.75K
|
8.11K
$771K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-98- 3.23% |
$8.86K - $9.22K
|
2.93K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 90.83% |
$8.95K - $9.31K
|
10
$951
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-99- 1.52% |
$8.95K - $9.31K
|
6.43K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-102- 45.74% |
$9.22K - $9.6K
|
121
$11.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-107- 1.99% |
$9.67K - $10.1K
|
5.27K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-113- 2.8% |
$10.2K - $10.6K
|
3.93K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-115- 3.7% |
$10.4K - $10.8K
|
3K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-120- 3.23% |
$10.8K - $11.3K
|
3.59K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-125- 15.74% |
$11.3K - $11.8K
|
669
$63.6K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-128- 9.76% |
$11.6K - $12K
|
1.18K
$112K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-130- 0.69% |
$11.7K - $12.2K
|
18.8K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-131- 5.1% |
$11.8K - $12.3K
|
2.44K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-168- 3.06% |
$15.2K - $15.8K
|
5.31K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-168- 2.33% |
$15.2K - $15.8K
|
7.03K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-169- 4.69% |
$15.3K - $15.9K
|
3.43K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-171- 4.44% |
$15.5K - $16.1K
|
3.68K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-178- 4.5% |
$16.1K - $16.7K
|
3.78K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-190- 7.65% |
$17.2K - $17.9K
|
2.29K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-197- 3.91% |
$17.8K - $18.5K
|
4.85K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-199- 2.16% |
$18K - $18.7K
|
9.01K
$856K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-200- 6.78% |
$18.1K - $18.8K
|
2.75K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-205- 1.41% |
$18.5K - $19.3K
|
14.3K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-215- 84.98% |
$19.4K - $20.2K
|
38
$3.61K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-231- 2.03% |
$20.9K - $21.7K
|
11.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-231- 5.17% |
$20.9K - $21.7K
|
4.23K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-244- 6.61% |
$22.1K - $23K
|
3.45K
$328K
|