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
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.48K+ 11.87% |
$133K - $139K
|
13.9K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.47K+ 13.32% |
$133K - $139K
|
12.5K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 16.5% |
$125K - $130K
|
9.76K
$904K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
1.38K+ 26.73% |
$125K - $130K
|
6.55K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.37K+ 5.82% |
$123K - $128K
|
24.8K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.32K+ 16.0% |
$119K - $124K
|
9.54K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 18.77% |
$119K - $124K
|
8.31K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.28K+ 78.51% |
$116K - $121K
|
2.92K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.25K+ 5.05% |
$113K - $117K
|
26K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.23KNew |
$111K - $115K
|
1.23K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 0.8% |
$110K - $115K
|
154K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$107K - $112K
|
1.19K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.17K+ 10.51% |
$105K - $110K
|
12.3K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
1.15K+ 5.2% |
$104K - $108K
|
23.3K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 64.48% |
$102K - $107K
|
2.89K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.11K+ 20.79% |
$100K - $104K
|
6.43K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.07K+ 37.44% |
$96.9K - $101K
|
3.94K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.03K+ 11.36% |
$93.4K - $97.3K
|
10.1K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.02KNew |
$91.7K - $95.5K
|
1.02K
$94K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1K+ 3.91% |
$90.5K - $94.2K
|
26.6K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
998+ 1.06% |
$90.2K - $93.9K
|
95K
$8.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
974+ 8.4% |
$88K - $91.6K
|
12.6K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
920+ 7.65% |
$83.1K - $86.6K
|
12.9K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
915+ 4.62% |
$82.7K - $86.1K
|
20.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
905+ 5.5% |
$81.8K - $85.1K
|
17.4K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
895New |
$80.9K - $84.2K
|
895
$82.9K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
875New |
$79.1K - $82.3K
|
875
$81.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
862+ 49.74% |
$77.9K - $81.1K
|
2.6K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
845+ 3.42% |
$76.4K - $79.5K
|
25.6K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
827+ 4.09% |
$74.7K - $77.8K
|
21.1K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
803+ 0.35% |
$72.6K - $75.5K
|
231K
$21.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
795+ 10.46% |
$71.8K - $74.8K
|
8.39K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
782+ 3.71% |
$70.7K - $73.6K
|
21.9K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
761New |
$68.8K - $71.6K
|
761
$70.5K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
748+ 9.98% |
$67.6K - $70.4K
|
8.24K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
748+ 14.99% |
$67.6K - $70.4K
|
5.74K
$532K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
744New |
$67.2K - $70K
|
744
$68.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
728+ 7.01% |
$65.8K - $68.5K
|
11.1K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
707+ 5.78% |
$63.9K - $66.5K
|
12.9K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
698New |
$63.1K - $65.7K
|
698
$64.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
695+ 26.79% |
$62.8K - $65.4K
|
3.29K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
688+ 1.12% |
$62.2K - $64.7K
|
62.1K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
683+ 0.45% |
$61.7K - $64.3K
|
152K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
665New |
$60.1K - $62.6K
|
665
$61.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
625+ 21.3% |
$56.5K - $58.8K
|
3.56K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
603New |
$54.5K - $56.7K
|
603
$55.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
583+ 3.21% |
$52.7K - $54.8K
|
18.8K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
556+ 5.68% |
$50.2K - $52.3K
|
10.4K
$959K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
545+ 0.54% |
$49.3K - $51.3K
|
101K
$9.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
543+ 0.53% |
$49.1K - $51.1K
|
104K
$9.63M
|