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 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.84K+ 21.86% |
$257K - $267K
|
15.8K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.83K+ 15.13% |
$255K - $266K
|
21.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 20.07% |
$253K - $264K
|
16.8K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.8K+ 44.17% |
$253K - $263K
|
9.14K
$847K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 48.54% |
$250K - $260K
|
8.45K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
2.7K+ 12.47% |
$244K - $254K
|
24.3K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.66KNew |
$240K - $250K
|
2.66K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$230K - $240K
|
2.55K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.54KNew |
$229K - $238K
|
2.54K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.53K+ 6.06% |
$229K - $238K
|
44.3K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$227K - $237K
|
2.51K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
2.5KNew |
$226K - $236K
|
2.5K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.49KNew |
$225K - $234K
|
2.49K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$223K - $232K
|
2.47K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.46KNew |
$222K - $232K
|
2.46K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.42KNew |
$219K - $228K
|
2.42K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.38K+ 10.3% |
$215K - $224K
|
25.5K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.33K+ 2.26% |
$210K - $219K
|
105K
$9.76M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.33K+ 13.85% |
$210K - $219K
|
19.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.31KNew |
$208K - $217K
|
2.31K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 12.4% |
$208K - $217K
|
20.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$206K - $215K
|
2.28K
$212K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
2.25K+ 2.21% |
$203K - $212K
|
104K
$9.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 12.84% |
$201K - $210K
|
19.6K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 49.55% |
$201K - $209K
|
6.71K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.19KNew |
$198K - $206K
|
2.19K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.19K+ 59.93% |
$198K - $206K
|
5.84K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.17K+ 53.84% |
$196K - $204K
|
6.21K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.17K+ 9.93% |
$196K - $204K
|
24K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.17KNew |
$196K - $204K
|
2.17K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 5.15% |
$195K - $203K
|
44.1K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.1KNew |
$190K - $198K
|
2.1K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.09K+ 6.09% |
$189K - $197K
|
36.4K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.02K+ 1.96% |
$182K - $190K
|
105K
$9.75M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2K+ 4.74% |
$181K - $188K
|
44.2K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.91K+ 1.79% |
$172K - $179K
|
108K
$10M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.86K+ 6.79% |
$168K - $175K
|
29.3K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.86K+ 27.17% |
$168K - $175K
|
8.71K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.85K+ 34.86% |
$167K - $174K
|
7.14K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.8K+ 2.52% |
$163K - $170K
|
73.3K
$6.79M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.66K+ 3.94% |
$150K - $156K
|
43.8K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.61K+ 15.02% |
$146K - $152K
|
12.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.61K+ 13.28% |
$145K - $151K
|
13.7K
$1.27M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.58K+ 38.55% |
$143K - $149K
|
5.68K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.57K+ 1.4% |
$142K - $148K
|
113K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.53K+ 12.25% |
$138K - $144K
|
14K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.52K+ 23.29% |
$137K - $143K
|
8.02K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1.51K+ 0.96% |
$136K - $142K
|
159K
$14.7M
|