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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
535+ 9.97% |
$48.3K - $50.3K
|
5.9K
$547K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
528+ 1.35% |
$47.7K - $49.7K
|
39.6K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
526+ 12.21% |
$47.5K - $49.5K
|
4.83K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
517New |
$46.7K - $48.6K
|
517
$47.9K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
511New |
$46.2K - $48.1K
|
511
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
493+ 16.0% |
$44.6K - $46.4K
|
3.58K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
478New |
$43.2K - $45K
|
478
$44.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
460+ 3.24% |
$41.6K - $43.3K
|
14.6K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
460New |
$41.6K - $43.3K
|
460
$42.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
430+ 0.98% |
$38.9K - $40.5K
|
44.3K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
430+ 2.47% |
$38.9K - $40.5K
|
17.9K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
425+ 2.53% |
$38.4K - $40K
|
17.3K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
409New |
$37K - $38.5K
|
409
$37.9K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
392+ 3.43% |
$35.4K - $36.9K
|
11.8K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
389+ 4.12% |
$35.2K - $36.6K
|
9.84K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
388+ 13.5% |
$35.1K - $36.5K
|
3.26K
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
385+ 1.26% |
$34.8K - $36.2K
|
30.8K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
384+ 10.21% |
$34.7K - $36.1K
|
4.15K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
371+ 3.42% |
$33.5K - $34.9K
|
11.2K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
368+ 10.47% |
$33.3K - $34.6K
|
3.88K
$360K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
359New |
$32.4K - $33.8K
|
359
$33.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 13.43% |
$32.4K - $33.7K
|
3.02K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
344+ 1.34% |
$31.1K - $32.4K
|
25.9K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
329+ 33.4% |
$29.7K - $31K
|
1.31K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
328New |
$29.6K - $30.9K
|
328
$30.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
327+ 9.46% |
$29.6K - $30.8K
|
3.78K
$351K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
325New |
$29.4K - $30.6K
|
325
$30.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
315New |
$28.5K - $29.6K
|
315
$29.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
295+ 8.46% |
$26.7K - $27.8K
|
3.78K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
291New |
$26.3K - $27.4K
|
291
$27K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
280+ 4.45% |
$25.3K - $26.3K
|
6.57K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
278+ 0.65% |
$25.1K - $26.2K
|
42.9K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
275+ 4.99% |
$24.9K - $25.9K
|
5.79K
$536K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
273+ 3.54% |
$24.7K - $25.7K
|
8K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
270+ 18.17% |
$24.4K - $25.4K
|
1.76K
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
265+ 4.71% |
$23.9K - $24.9K
|
5.9K
$546K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
260+ 1.48% |
$23.5K - $24.5K
|
17.8K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
246New |
$22.2K - $23.1K
|
246
$22.8K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
238+ 7.63% |
$21.5K - $22.4K
|
3.36K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
237+ 3.77% |
$21.4K - $22.3K
|
6.52K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
233+ 0.1% |
$21.1K - $21.9K
|
238K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
233+ 6.62% |
$21.1K - $21.9K
|
3.76K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
231New |
$20.9K - $21.7K
|
231
$21.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
230+ 128.49% |
$20.8K - $21.6K
|
409
$37.9K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
222New |
$20.1K - $20.9K
|
222
$20.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
218New |
$19.7K - $20.5K
|
218
$20.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
208+ 4.42% |
$18.8K - $19.6K
|
4.92K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
205+ 2.66% |
$18.5K - $19.3K
|
7.9K
$732K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
205+ 1576.92% |
$18.5K - $19.3K
|
218
$20.2K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
199+ 3.66% |
$18K - $18.7K
|
5.63K
$522K
|