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 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.48K- 18.14% |
$134K - $139K
|
6.67K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.58K- 30.33% |
$142K - $148K
|
3.62K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.65K- 19.47% |
$149K - $155K
|
6.81K
$629K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-1.72K- 2.54% |
$156K - $162K
|
66.2K
$6.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.78K- 2.06% |
$161K - $168K
|
84.7K
$7.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.81K- 44.61% |
$164K - $170K
|
2.25K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.89K- 31.97% |
$171K - $178K
|
4.02K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.3K- 23.51% |
$207K - $216K
|
7.47K
$691K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.34K- 47.33% |
$212K - $220K
|
2.61K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 21.09% |
$214K - $223K
|
8.88K
$821K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.38K- 9.09% |
$215K - $224K
|
23.8K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-2.59K- 12.29% |
$234K - $244K
|
18.5K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.64K- 26.14% |
$239K - $249K
|
7.47K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 55.96% |
$245K - $255K
|
2.14K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.12K- 7.05% |
$282K - $293K
|
41.1K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-3.14K- 2.29% |
$283K - $295K
|
134K
$12.4M
|
|
|
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
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.86K- 19.63% |
$349K - $363K
|
15.8K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.96K- 21.96% |
$358K - $373K
|
14.1K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.19K- 20.47% |
$379K - $395K
|
16.3K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.69K- 7.72% |
$424K - $442K
|
56.1K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.72K- 43.65% |
$427K - $444K
|
6.1K
$564K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-4.77K- 6.58% |
$431K - $449K
|
67.7K
$6.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.96K- 22.46% |
$538K - $561K
|
20.6K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.87K- 35.28% |
$620K - $646K
|
12.6K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.56K- 41.81% |
$683K - $711K
|
10.5K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.58K- 14.83% |
$685K - $713K
|
43.5K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 12.82% |
$741K - $771K
|
55.7K
$5.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.32K- 23.06% |
$752K - $783K
|
27.8K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-11.9K- 62.52% |
$1.08M - $1.12M
|
7.14K
$660K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-13.7K- 20.95% |
$1.24M - $1.29M
|
51.7K
$4.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15.4K- 13.71% |
$1.39M - $1.45M
|
96.9K
$8.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-16.9K- 64.41% |
$1.52M - $1.59M
|
9.32K
$862K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.2K- 9.28% |
$1.74M - $1.81M
|
188K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26.6K- 49.95% |
$2.41M - $2.51M
|
26.7K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-36.4K- 41.53% |
$3.29M - $3.43M
|
51.3K
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-73K- 96.58% |
$6.6M - $6.87M
|
2.58K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-175K- 96.6% |
$15.8M - $16.5M
|
6.15K
$569K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-288K- 17.78% |
$26M - $27.1M
|
1.33M
$123M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-381K- 95.64% |
$34.4M - $35.8M
|
17.3K
$1.6M
|