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 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-252- 8.94% |
$22.8K - $23.7K
|
2.57K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-266- 8.49% |
$24K - $25K
|
2.87K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-269- 4.86% |
$24.3K - $25.3K
|
5.27K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-290- 1.46% |
$26.2K - $27.3K
|
19.6K
$1.86M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-301- 12.19% |
$27.2K - $28.3K
|
2.17K
$206K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-313- 9.88% |
$28.3K - $29.4K
|
2.86K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-321- 2.24% |
$29K - $30.2K
|
14K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-324- 6.24% |
$29.3K - $30.5K
|
4.87K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-335- 16.33% |
$30.3K - $31.5K
|
1.72K
$163K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-338- 2.31% |
$30.5K - $31.8K
|
14.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-342- 10.87% |
$30.9K - $32.2K
|
2.8K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-349- 8.77% |
$31.5K - $32.8K
|
3.63K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-360- 8.32% |
$32.5K - $33.9K
|
3.97K
$377K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-361- 0.45% |
$32.6K - $34K
|
80.7K
$7.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-371- 10.86% |
$33.5K - $34.9K
|
3.05K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-373- 4.17% |
$33.7K - $35.1K
|
8.58K
$816K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-389- 16.63% |
$35.2K - $36.6K
|
1.95K
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-391- 1.16% |
$35.3K - $36.8K
|
33.3K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-391- 14.52% |
$35.3K - $36.8K
|
2.3K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-392- 8.04% |
$35.4K - $36.9K
|
4.48K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-400- 19.45% |
$36.1K - $37.6K
|
1.66K
$158K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-401- 14.9% |
$36.2K - $37.7K
|
2.29K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-419- 1.37% |
$37.9K - $39.4K
|
30.1K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-424- 3.37% |
$38.3K - $39.9K
|
12.2K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-432- 15.09% |
$39K - $40.6K
|
2.43K
$231K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-457- 1.18% |
$41.3K - $43K
|
38.1K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-475- 3.26% |
$42.9K - $44.7K
|
14.1K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-477- 1.71% |
$43.1K - $44.9K
|
27.5K
$2.61M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-480- 0.99% |
$43.4K - $45.2K
|
48.1K
$4.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-484- 10.01% |
$43.7K - $45.5K
|
4.35K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-497- 0.51% |
$44.9K - $46.8K
|
96.9K
$9.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-522- 3.22% |
$47.2K - $49.1K
|
15.7K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-527- 2.06% |
$47.6K - $49.6K
|
25.1K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-533- 10.63% |
$48.2K - $50.1K
|
4.48K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-538- 3.13% |
$48.6K - $50.6K
|
16.7K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-544- 2.98% |
$49.2K - $51.2K
|
17.7K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-545- 3.44% |
$49.3K - $51.3K
|
15.3K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-569- 17.2% |
$51.4K - $53.5K
|
2.74K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-580- 19.2% |
$52.4K - $54.6K
|
2.44K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-584- 43.65% |
$52.8K - $54.9K
|
754
$71.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-599- 51.42% |
$54.1K - $56.4K
|
566
$53.8K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-600- 3.52% |
$54.2K - $56.4K
|
16.4K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-604- 85.43% |
$54.6K - $56.8K
|
103
$9.79K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-607- 1.94% |
$54.9K - $57.1K
|
30.7K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-617- 7.06% |
$55.8K - $58K
|
8.13K
$773K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-628Closed |
$56.8K - $59.1K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-632- 0.87% |
$57.1K - $59.5K
|
71.9K
$6.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-657- 5.26% |
$59.4K - $61.8K
|
11.8K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-678- 22.78% |
$61.3K - $63.8K
|
2.3K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-727- 9.42% |
$65.7K - $68.4K
|
6.99K
$665K
|