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 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.71K+ 75.26% |
$516K - $537K
|
13.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$506K - $527K
|
5.6K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.48K+ 391.22% |
$495K - $516K
|
6.88K
$638K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.44K+ 6.98% |
$492K - $512K
|
83.4K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$487K - $507K
|
5.39K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.37K+ 5.0% |
$485K - $505K
|
113K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.32K+ 31.84% |
$481K - $501K
|
22K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.21K+ 6.27% |
$471K - $490K
|
88.3K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.96K+ 4.36% |
$448K - $466K
|
119K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.83K+ 6.78% |
$437K - $455K
|
76.2K
$7.06M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.82KNew |
$436K - $454K
|
4.82K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.79K+ 3.01% |
$433K - $450K
|
164K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.75K+ 5.18% |
$429K - $447K
|
96.5K
$8.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.73KNew |
$428K - $445K
|
4.73K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.69K+ 1.85% |
$424K - $441K
|
258K
$23.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
4.56K+ 1.9% |
$412K - $429K
|
244K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.46K+ 8.39% |
$403K - $420K
|
57.6K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.42K+ 38.99% |
$399K - $415K
|
15.7K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.35K+ 6.24% |
$393K - $409K
|
74K
$6.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
4.34K+ 3.35% |
$392K - $408K
|
134K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.34K+ 2.48% |
$392K - $408K
|
179K
$16.6M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.33K+ 2.86% |
$391K - $407K
|
156K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.29K+ 55.15% |
$388K - $404K
|
12.1K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.24K+ 41.6% |
$383K - $399K
|
14.4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.1K+ 93.89% |
$371K - $386K
|
8.47K
$784K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.99K+ 4.66% |
$360K - $375K
|
89.6K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.76K+ 2.44% |
$339K - $353K
|
158K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 108.56% |
$337K - $351K
|
7.16K
$664K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
3.72K+ 16.9% |
$337K - $350K
|
25.8K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.71K+ 6.68% |
$336K - $349K
|
59.3K
$5.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.67K+ 0.28% |
$332K - $345K
|
1.33M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.63KNew |
$328K - $342K
|
3.63K
$337K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53KNew |
$319K - $332K
|
3.53K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42K+ 5.9% |
$309K - $321K
|
61.3K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.4K+ 4.26% |
$308K - $320K
|
83.3K
$7.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.36K+ 5417.74% |
$304K - $316K
|
3.42K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
3.35K+ 5.85% |
$302K - $315K
|
60.5K
$5.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.32K+ 167.81% |
$300K - $312K
|
5.3K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.29K+ 4.76% |
$298K - $310K
|
72.4K
$6.71M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.23K+ 101.35% |
$292K - $304K
|
6.41K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.2K+ 20.71% |
$289K - $301K
|
18.6K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.2K+ 1.74% |
$289K - $301K
|
187K
$17.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.12K+ 6.3% |
$282K - $293K
|
52.6K
$4.87M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
3.11KNew |
$281K - $293K
|
3.11K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.09K+ 103066.67% |
$279K - $291K
|
3.1K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
3.09K+ 22.16% |
$279K - $291K
|
17K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 5.22% |
$274K - $285K
|
61K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3KNew |
$271K - $283K
|
3K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.98KNew |
$270K - $281K
|
2.98K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.88KNew |
$261K - $271K
|
2.88K
$267K
|