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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.27K- 5.96% |
$296K - $308K
|
51.6K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.32K- 10.42% |
$300K - $313K
|
28.6K
$2.65M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.37K- 1.15% |
$304K - $317K
|
291K
$26.9M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.37K- 11.21% |
$305K - $317K
|
26.7K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.39K- 13.58% |
$306K - $319K
|
21.6K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.4K- 16.87% |
$307K - $319K
|
16.7K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 1.6% |
$315K - $327K
|
214K
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.51K- 11.9% |
$317K - $330K
|
26K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.67K- 7.31% |
$331K - $345K
|
46.5K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.67K- 9.12% |
$332K - $345K
|
36.6K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.86K- 19.63% |
$349K - $363K
|
15.8K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.88K- 11.08% |
$351K - $365K
|
31.1K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.96K- 25.82% |
$358K - $373K
|
11.4K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.96K- 21.96% |
$358K - $373K
|
14.1K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.99K- 8.79% |
$361K - $376K
|
41.4K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.01K- 1.51% |
$362K - $377K
|
262K
$24.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.03K- 16.87% |
$364K - $379K
|
19.9K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.1K- 6.63% |
$371K - $386K
|
57.8K
$5.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.19K- 20.47% |
$379K - $395K
|
16.3K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.2K- 32.36% |
$379K - $395K
|
8.77K
$813K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.25K- 28.72% |
$384K - $400K
|
10.5K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.25K- 11.96% |
$384K - $400K
|
31.3K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.32K- 4.79% |
$390K - $406K
|
85.8K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.43K- 52.58% |
$400K - $417K
|
3.99K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4.59K- 84.62% |
$415K - $432K
|
834
$77.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.69K- 7.72% |
$424K - $442K
|
56.1K
$5.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.72K- 43.65% |
$427K - $444K
|
6.1K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.77K- 6.58% |
$431K - $449K
|
67.7K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.87K- 5.34% |
$440K - $458K
|
86.4K
$8M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.87K- 52.98% |
$440K - $458K
|
4.33K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-4.87K- 13.12% |
$440K - $458K
|
32.3K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.9KClosed |
$443K - $461K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.97K- 15.64% |
$449K - $467K
|
26.8K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.02K- 50.66% |
$453K - $472K
|
4.89K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.03K- 10.04% |
$454K - $473K
|
45.1K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-5.33K- 7.83% |
$481K - $501K
|
62.6K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-5.34K- 6.36% |
$483K - $503K
|
78.6K
$7.28M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.36K- 14.9% |
$485K - $505K
|
30.6K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.39K- 20.4% |
$487K - $507K
|
21K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-5.4K- 40.91% |
$488K - $508K
|
7.8K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.96K- 22.46% |
$538K - $561K
|
20.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.97K- 29.43% |
$540K - $562K
|
14.3K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-6.09K- 19.97% |
$550K - $573K
|
24.4K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.35K- 14.47% |
$574K - $597K
|
37.5K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.4K- 21.32% |
$578K - $602K
|
23.6K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.41K- 9.5% |
$579K - $603K
|
61K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.79K- 5.47% |
$614K - $639K
|
117K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.87K- 35.28% |
$620K - $646K
|
12.6K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6.99K- 20.91% |
$632K - $658K
|
26.4K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.05K- 27.33% |
$637K - $664K
|
18.8K
$1.74M
|