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
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.7K+ 4.25% |
$3.68M - $3.83M
|
998K
$92.5M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
39.8K+ 48.47% |
$3.6M - $3.74M
|
122K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.3K+ 522.11% |
$3.55M - $3.69M
|
46.8K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
39KNew |
$3.53M - $3.67M
|
39K
$3.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38.9KNew |
$3.51M - $3.66M
|
38.9K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.6KNew |
$3.31M - $3.44M
|
36.6K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
36.1K+ 6.79% |
$3.26M - $3.39M
|
567K
$52.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
36K+ 6.39% |
$3.25M - $3.38M
|
598K
$55.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
35K+ 37.82% |
$3.16M - $3.29M
|
128K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
32.3KNew |
$2.92M - $3.04M
|
32.3K
$2.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
31K+ 11.05% |
$2.8M - $2.92M
|
311K
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
29.6K+ 15.17% |
$2.68M - $2.79M
|
225K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29K+ 11.27% |
$2.62M - $2.73M
|
287K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.8K+ 99.84% |
$2.6M - $2.71M
|
57.6K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.3K+ 24.05% |
$2.56M - $2.67M
|
146K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
26.7K+ 58.26% |
$2.41M - $2.51M
|
72.5K
$6.72M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
26.6K+ 5.84% |
$2.4M - $2.5M
|
482K
$44.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.2K+ 19.55% |
$2.28M - $2.37M
|
154K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
24.6K+ 900.44% |
$2.22M - $2.32M
|
27.3K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7K+ 66.74% |
$2.14M - $2.23M
|
59.3K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
23.6K+ 53.63% |
$2.13M - $2.22M
|
67.6K
$6.26M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.2K+ 7.56% |
$2.1M - $2.18M
|
330K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22.8KNew |
$2.06M - $2.14M
|
22.8K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.5K+ 14.14% |
$2.03M - $2.11M
|
181K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.3K+ 9.82% |
$2.02M - $2.1M
|
250K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 31.01% |
$1.98M - $2.06M
|
92.7K
$8.59M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
21.9K+ 34.13% |
$1.98M - $2.06M
|
86.2K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
20.9KNew |
$1.89M - $1.97M
|
20.9K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
20.7KNew |
$1.87M - $1.95M
|
20.7K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
20.5K+ 6.62% |
$1.85M - $1.93M
|
330K
$30.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 5.48% |
$1.83M - $1.91M
|
390K
$36.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
19.7K+ 2.94% |
$1.78M - $1.86M
|
690K
$63.9M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19.7KNew |
$1.78M - $1.85M
|
19.7K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.7K+ 50.82% |
$1.69M - $1.76M
|
55.5K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18K+ 24.69% |
$1.62M - $1.69M
|
90.7K
$8.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.7K+ 10.8% |
$1.6M - $1.67M
|
182K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.7K+ 11.49% |
$1.51M - $1.58M
|
163K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
16.3K+ 9.98% |
$1.47M - $1.53M
|
179K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16.1KNew |
$1.45M - $1.51M
|
16.1K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
16.1K+ 7.99% |
$1.45M - $1.51M
|
217K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.4K+ 265.45% |
$1.4M - $1.45M
|
21.3K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.2KNew |
$1.37M - $1.43M
|
15.2K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14.7K+ 11.89% |
$1.33M - $1.38M
|
138K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 224.05% |
$1.29M - $1.34M
|
20.7K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
14.2K+ 2.15% |
$1.29M - $1.34M
|
676K
$62.6M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
14.2KNew |
$1.28M - $1.33M
|
14.2K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5K+ 26.24% |
$1.22M - $1.27M
|
65.2K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
13.5K+ 3.28% |
$1.22M - $1.27M
|
424K
$39.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
13.2KNew |
$1.19M - $1.24M
|
13.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
12.9K+ 0.9% |
$1.17M - $1.21M
|
1.45M
$134M
|