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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 17.15% |
$1.16M - $1.21M
|
87.8K
$8.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 94.81% |
$1.11M - $1.16M
|
25.3K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 6.37% |
$1.11M - $1.16M
|
205K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12KNew |
$1.08M - $1.12M
|
12K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 2.72% |
$1.04M - $1.09M
|
437K
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
11.5K+ 10.27% |
$1.04M - $1.08M
|
123K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 0.91% |
$1.03M - $1.07M
|
1.26M
$117M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.03M - $1.07M
|
11.4K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11K+ 3.47% |
$991K - $1.03M
|
327K
$30.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 9.95% |
$986K - $1.03M
|
121K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.4KNew |
$936K - $974K
|
10.4K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.3K+ 3.75% |
$935K - $974K
|
286K
$26.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.1K+ 33.58% |
$913K - $950K
|
40.2K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10K+ 1.77% |
$904K - $941K
|
576K
$53.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
9.98K+ 6.98% |
$902K - $939K
|
153K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.96K+ 1.96% |
$900K - $937K
|
517K
$47.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.95K+ 4.61% |
$900K - $936K
|
226K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9.71K+ 11.5% |
$878K - $914K
|
94.2K
$8.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.67K+ 7.97% |
$874K - $910K
|
131K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
9.44K+ 75.75% |
$853K - $888K
|
21.9K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
9.22KNew |
$833K - $868K
|
9.22K
$855K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9.02K+ 52.63% |
$815K - $848K
|
26.2K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.93K+ 30.11% |
$807K - $840K
|
38.6K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.85K+ 7.23% |
$800K - $833K
|
131K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.85K+ 2.93% |
$800K - $833K
|
311K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.56K+ 2.11% |
$773K - $805K
|
414K
$38.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
8.47K+ 2.44% |
$766K - $797K
|
356K
$33M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.4K+ 0.29% |
$759K - $790K
|
2.94M
$272M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.11K+ 35.09% |
$733K - $763K
|
31.2K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.99K+ 2.77% |
$722K - $752K
|
297K
$27.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.97K+ 0.7% |
$721K - $750K
|
1.15M
$106M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.84KNew |
$709K - $738K
|
7.84K
$727K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.69K+ 173.36% |
$695K - $723K
|
12.1K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.56K+ 8.89% |
$683K - $711K
|
92.5K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.48K+ 11.98% |
$676K - $704K
|
69.9K
$6.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.4KNew |
$668K - $696K
|
7.4K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.21K+ 58.03% |
$652K - $678K
|
19.6K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.12KNew |
$644K - $670K
|
7.12K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.09K+ 7.76% |
$641K - $667K
|
98.5K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.6KNew |
$596K - $621K
|
6.6K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.59KNew |
$595K - $620K
|
6.59K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
6.48K+ 11.75% |
$586K - $610K
|
61.6K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.42KNew |
$580K - $604K
|
6.42K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.32K+ 28.63% |
$571K - $595K
|
28.4K
$2.63M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
6.2K+ 2.15% |
$560K - $583K
|
295K
$27.3M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.17KNew |
$557K - $580K
|
6.17K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.09K+ 251.28% |
$550K - $573K
|
8.52K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.87K+ 11.48% |
$530K - $552K
|
57K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
5.84K+ 2.7% |
$528K - $550K
|
222K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.84K+ 225.93% |
$528K - $549K
|
8.42K
$780K
|