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 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-7.27K- 7.34% |
$657K - $684K
|
91.7K
$8.5M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.38K- 25.54% |
$667K - $694K
|
21.5K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.44K- 13.35% |
$672K - $700K
|
48.3K
$4.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.56K- 41.81% |
$683K - $711K
|
10.5K
$974K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.58K- 14.83% |
$685K - $713K
|
43.5K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-7.67K- 13.76% |
$693K - $721K
|
48.1K
$4.45M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.71K- 8.84% |
$696K - $725K
|
79.4K
$7.36M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.73K- 5.12% |
$698K - $727K
|
143K
$13.3M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-7.81K- 33.47% |
$706K - $735K
|
15.5K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.99K- 27.98% |
$722K - $752K
|
20.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8.15K- 18.18% |
$736K - $767K
|
36.7K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 12.82% |
$741K - $771K
|
55.7K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.3K- 44.29% |
$750K - $781K
|
10.4K
$967K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.32K- 23.06% |
$752K - $783K
|
27.8K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.46K- 44.5% |
$764K - $795K
|
10.5K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.47K- 5.17% |
$765K - $797K
|
155K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.58K- 28.8% |
$776K - $807K
|
21.2K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.62K- 12.35% |
$779K - $811K
|
61.2K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.11K- 29.09% |
$823K - $857K
|
22.2K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.66K- 0.47% |
$873K - $909K
|
2.05M
$190M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.8K- 30.8% |
$886K - $922K
|
22K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.3K- 13.97% |
$926K - $964K
|
63.1K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-10.5K- 27.54% |
$946K - $985K
|
27.6K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.5K- 74.07% |
$948K - $987K
|
3.67K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.7K- 12.49% |
$965K - $1M
|
74.8K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11K- 1.62% |
$991K - $1.03M
|
665K
$61.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.1K- 35.72% |
$1M - $1.04M
|
20K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.4K- 6.9% |
$1.03M - $1.08M
|
154K
$14.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.5K- 1.71% |
$1.04M - $1.08M
|
659K
$61M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.9K- 62.52% |
$1.08M - $1.12M
|
7.14K
$661K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12K- 17.73% |
$1.08M - $1.13M
|
55.5K
$5.15M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.8K- 6.73% |
$1.16M - $1.2M
|
177K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12.9K- 19.99% |
$1.17M - $1.21M
|
51.7K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-13K- 25.2% |
$1.17M - $1.22M
|
38.5K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13.2K- 65.56% |
$1.19M - $1.24M
|
6.92K
$641K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-13.7K- 20.95% |
$1.24M - $1.29M
|
51.7K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.7K- 16.21% |
$1.24M - $1.29M
|
71.1K
$6.58M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.8K- 55.22% |
$1.24M - $1.3M
|
11.2K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.9K- 11.98% |
$1.25M - $1.3M
|
102K
$9.43M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 7.59% |
$1.28M - $1.33M
|
173K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.4K- 22.14% |
$1.31M - $1.36M
|
50.8K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-15K- 21.42% |
$1.35M - $1.41M
|
55K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 8.62% |
$1.38M - $1.43M
|
161K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15.4K- 13.71% |
$1.39M - $1.45M
|
96.9K
$8.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-15.5K- 6.58% |
$1.4M - $1.46M
|
220K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-15.9K- 9.66% |
$1.44M - $1.49M
|
148K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16K- 9.11% |
$1.44M - $1.5M
|
159K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16K- 9.02% |
$1.45M - $1.51M
|
161K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-16.9K- 64.41% |
$1.52M - $1.59M
|
9.32K
$864K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-17.1K- 48.57% |
$1.54M - $1.61M
|
18.1K
$1.67M
|