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 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.76K- 14.99% |
$159K - $165K
|
9.96K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 9.35% |
$159K - $165K
|
17K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.78K- 2.06% |
$161K - $168K
|
84.7K
$7.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.81K- 44.61% |
$164K - $170K
|
2.25K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.84K- 36.43% |
$166K - $173K
|
3.21K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.86K- 0.88% |
$168K - $175K
|
209K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1.88K- 96.37% |
$170K - $177K
|
71
$6.58K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.89K- 31.97% |
$171K - $178K
|
4.02K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.9K- 19.96% |
$171K - $178K
|
7.61K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.92K- 20.24% |
$173K - $181K
|
7.56K
$701K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2K- 17.09% |
$180K - $188K
|
9.68K
$897K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-2.04K- 25.51% |
$184K - $192K
|
5.95K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.09K- 22.62% |
$189K - $196K
|
7.14K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.09K- 45.76% |
$189K - $196K
|
2.48K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.1K- 77.44% |
$190K - $198K
|
612
$56.7K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.18K- 5.67% |
$197K - $205K
|
36.3K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.25K- 3.38% |
$203K - $211K
|
64.2K
$5.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.26K- 87.71% |
$204K - $212K
|
316
$29.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-2.27K- 10.92% |
$205K - $213K
|
18.5K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 24.96% |
$206K - $214K
|
6.85K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.29K- 22.9% |
$207K - $216K
|
7.72K
$715K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.3K- 23.51% |
$207K - $216K
|
7.47K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 6.53% |
$208K - $216K
|
32.9K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.31K- 38.02% |
$208K - $217K
|
3.76K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.34K- 47.33% |
$212K - $220K
|
2.61K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.35K- 18.61% |
$212K - $221K
|
10.3K
$952K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.36K- 12.44% |
$213K - $222K
|
16.6K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 21.09% |
$214K - $223K
|
8.88K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.38K- 9.09% |
$215K - $224K
|
23.8K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-2.51K- 72.76% |
$227K - $237K
|
941
$87.2K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.52K- 10.09% |
$228K - $237K
|
22.4K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-2.59K- 12.29% |
$234K - $244K
|
18.5K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.64K- 26.14% |
$239K - $249K
|
7.47K
$692K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 13.29% |
$239K - $249K
|
17.3K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.71K- 1.23% |
$245K - $255K
|
217K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 55.96% |
$245K - $255K
|
2.14K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.73K- 29.22% |
$246K - $256K
|
6.6K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 31.92% |
$249K - $260K
|
5.88K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.81K- 12.46% |
$254K - $264K
|
19.8K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.82K- 6.66% |
$255K - $266K
|
39.6K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-2.83K- 3.24% |
$255K - $266K
|
84.3K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-2.92K- 10.49% |
$264K - $275K
|
24.9K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 19.67% |
$264K - $275K
|
12K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.12K- 16.96% |
$282K - $293K
|
15.2K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 11.51% |
$282K - $293K
|
24K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.12K- 7.05% |
$282K - $293K
|
41.1K
$3.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.14K- 2.29% |
$283K - $295K
|
134K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.16K- 50.99% |
$286K - $298K
|
3.04K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.26K- 17.28% |
$295K - $307K
|
15.6K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3.27K- 10.89% |
$295K - $307K
|
26.7K
$2.48M
|