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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.2K- 7.59% |
$1.28M - $1.33M
|
173K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.4K- 22.14% |
$1.31M - $1.36M
|
50.8K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-15K- 21.42% |
$1.35M - $1.41M
|
55K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 8.62% |
$1.38M - $1.43M
|
161K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15.4K- 13.71% |
$1.39M - $1.45M
|
96.9K
$9.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-15.5K- 6.58% |
$1.4M - $1.46M
|
220K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-15.9K- 9.66% |
$1.44M - $1.49M
|
148K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16K- 9.11% |
$1.44M - $1.5M
|
159K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16K- 9.02% |
$1.45M - $1.51M
|
161K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-16.9K- 64.41% |
$1.52M - $1.59M
|
9.32K
$886K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-17.1K- 48.57% |
$1.54M - $1.61M
|
18.1K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.4K- 20.87% |
$1.57M - $1.64M
|
66.1K
$6.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.2K- 9.28% |
$1.74M - $1.81M
|
188K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-19.3K- 9.5% |
$1.75M - $1.82M
|
184K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.3K- 32.05% |
$1.75M - $1.82M
|
41K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-21.2K- 22.61% |
$1.91M - $1.99M
|
72.5K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-21.4K- 5.9% |
$1.93M - $2.01M
|
341K
$32.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21.8K- 97.84% |
$1.97M - $2.05M
|
481
$45.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.5K- 0.87% |
$2.03M - $2.11M
|
2.55M
$242M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.3K- 11.92% |
$2.11M - $2.19M
|
172K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-23.7K- 24.83% |
$2.14M - $2.23M
|
71.8K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.4K- 51.31% |
$2.3M - $2.39M
|
24.1K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26.6K- 49.95% |
$2.41M - $2.51M
|
26.7K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-26.7K- 70.52% |
$2.41M - $2.51M
|
11.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.8K- 1.52% |
$2.42M - $2.52M
|
1.73M
$165M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-29.3K- 16.84% |
$2.64M - $2.75M
|
144K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-29.5K- 20.96% |
$2.66M - $2.77M
|
111K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 4.92% |
$2.68M - $2.79M
|
573K
$54.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32K- 7.49% |
$2.89M - $3.01M
|
395K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-32.5K- 4.07% |
$2.94M - $3.06M
|
766K
$72.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.6K- 9.73% |
$3.03M - $3.16M
|
311K
$29.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-36.4K- 41.53% |
$3.29M - $3.43M
|
51.3K
$4.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-38K- 30.1% |
$3.43M - $3.57M
|
88.2K
$8.39M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-38.5K- 32.99% |
$3.48M - $3.62M
|
78.2K
$7.43M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-40.9K- 16.68% |
$3.7M - $3.85M
|
204K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.8K- 12.58% |
$3.78M - $3.93M
|
290K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-43.2K- 75.88% |
$3.9M - $4.06M
|
13.7K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-43.3K- 48.32% |
$3.92M - $4.08M
|
46.4K
$4.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44K- 18.46% |
$3.98M - $4.14M
|
195K
$18.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-45.1K- 56.67% |
$4.08M - $4.25M
|
34.5K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-49.6K- 1.34% |
$4.49M - $4.67M
|
3.65M
$347M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50.8K- 39.58% |
$4.59M - $4.78M
|
77.6K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-53.2K- 1.1% |
$4.81M - $5M
|
4.78M
$455M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-54.4K- 10.26% |
$4.92M - $5.12M
|
476K
$45.2M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-55.1K- 37.53% |
$4.98M - $5.18M
|
91.7K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-58.8K- 8.45% |
$5.31M - $5.53M
|
637K
$60.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-58.8K- 1.09% |
$5.31M - $5.53M
|
5.33M
$507M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-58.9K- 6.66% |
$5.32M - $5.54M
|
825K
$78.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62.8K- 35.74% |
$5.67M - $5.91M
|
113K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-66.6K- 52.31% |
$6.02M - $6.26M
|
60.7K
$5.77M
|