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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-138K- 8.2% |
$12.5M - $13M
|
1.55M
$143M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-140K- 7.18% |
$12.7M - $13.2M
|
1.81M
$168M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140K- 98.19% |
$12.7M - $13.2M
|
2.58K
$239K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-170K- 11.39% |
$15.3M - $16M
|
1.32M
$122M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-175K- 96.6% |
$15.8M - $16.5M
|
6.15K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190K- 4.85% |
$17.1M - $17.8M
|
3.72M
$344M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-216K- 88.85% |
$19.5M - $20.3M
|
27.1K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-241K- 16.17% |
$21.8M - $22.7M
|
1.25M
$116M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-251K- 85.51% |
$22.7M - $23.6M
|
42.5K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-260K- 1.79% |
$23.5M - $24.5M
|
14.3M
$1.32B
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-273K- 58.49% |
$24.6M - $25.6M
|
193K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-288K- 17.78% |
$26M - $27.1M
|
1.33M
$123M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304KClosed |
$27.4M - $28.6M
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-358K- 15.05% |
$32.3M - $33.7M
|
2.02M
$187M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-381K- 95.64% |
$34.4M - $35.8M
|
17.3K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-388K- 11.29% |
$35.1M - $36.5M
|
3.05M
$283M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-450K- 22.86% |
$40.7M - $42.4M
|
1.52M
$141M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-465K- 24.17% |
$42M - $43.7M
|
1.46M
$135M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-506K- 90.62% |
$45.8M - $47.6M
|
52.4K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-966K- 1.87% |
$87.3M - $90.9M
|
50.8M
$4.7B
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-988K- 41.1% |
$89.3M - $92.9M
|
1.42M
$131M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2M- 36.66% |
$109M - $113M
|
2.08M
$193M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.16M- 7.5% |
$195M - $203M
|
26.6M
$2.47B
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.26M- 98.35% |
$294M - $306M
|
54.5K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.5M- 17.7% |
$1.22B - $1.27B
|
62.5M
$5.79B
|