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 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-833- 1.8% |
$75.3K - $78.4K
|
45.4K
$4.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-843- 10.9% |
$76.2K - $79.3K
|
6.89K
$639K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-854- 16.24% |
$77.2K - $80.3K
|
4.4K
$408K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-854- 5.86% |
$77.2K - $80.3K
|
13.7K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-878- 1.95% |
$79.3K - $82.6K
|
44.2K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-901- 36.9% |
$81.4K - $84.8K
|
1.54K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-904- 18.08% |
$81.7K - $85K
|
4.1K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-924- 2.38% |
$83.5K - $86.9K
|
37.8K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-941- 27.31% |
$85K - $88.5K
|
2.51K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-951- 22.27% |
$85.9K - $89.5K
|
3.32K
$308K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-965- 10.37% |
$87.2K - $90.8K
|
8.34K
$773K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-966- 17.94% |
$87.3K - $90.9K
|
4.42K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-966- 0.86% |
$87.3K - $90.9K
|
111K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-968- 4.51% |
$87.5K - $91.1K
|
20.5K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-971- 18.36% |
$87.7K - $91.4K
|
4.32K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-985- 9.74% |
$89K - $92.7K
|
9.13K
$846K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.01K- 8.4% |
$91.1K - $94.8K
|
11K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.03K- 17.49% |
$92.9K - $96.7K
|
4.85K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 6.45% |
$97.4K - $101K
|
15.6K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.1K- 9.71% |
$99.1K - $103K
|
10.2K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1.11K- 20.28% |
$99.9K - $104K
|
4.35K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.58% |
$102K - $106K
|
70.1K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.14K- 26.13% |
$103K - $108K
|
3.23K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.18K- 62.66% |
$106K - $111K
|
702
$65K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.21K- 20.82% |
$109K - $113K
|
4.59K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 10.2% |
$111K - $115K
|
10.8K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.25K- 3.95% |
$113K - $118K
|
30.5K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.27K- 9.63% |
$115K - $120K
|
11.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.29K- 9.51% |
$117K - $121K
|
12.3K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.31K- 13.66% |
$118K - $123K
|
8.25K
$764K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.31K- 17.59% |
$119K - $124K
|
6.15K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.33K- 16.56% |
$120K - $125K
|
6.69K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.34K- 10.26% |
$121K - $126K
|
11.7K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.4K- 1.45% |
$127K - $132K
|
95.1K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.42K- 10.41% |
$128K - $133K
|
12.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.47K- 19.32% |
$133K - $138K
|
6.13K
$567K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.48K- 18.14% |
$134K - $139K
|
6.67K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.48K- 16.8% |
$134K - $140K
|
7.35K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.52K- 17.13% |
$137K - $143K
|
7.35K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.53K- 3.24% |
$139K - $144K
|
45.8K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.55K- 13.59% |
$140K - $145K
|
9.82K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.58K- 20.91% |
$142K - $148K
|
5.96K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.58K- 30.33% |
$142K - $148K
|
3.62K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.58K- 10.44% |
$143K - $149K
|
13.6K
$1.26M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.61K- 10.75% |
$146K - $152K
|
13.4K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.63K- 9.21% |
$147K - $153K
|
16K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 43.1% |
$148K - $154K
|
2.16K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.65K- 19.47% |
$149K - $155K
|
6.81K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.67K- 23.55% |
$150K - $157K
|
5.4K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.72K- 2.54% |
$156K - $162K
|
66.2K
$6.13M
|