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 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
218New |
$19.7K - $20.5K
|
218
$20.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
208+ 4.42% |
$18.8K - $19.6K
|
4.92K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
205+ 1576.92% |
$18.5K - $19.3K
|
218
$20.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
205+ 2.66% |
$18.5K - $19.3K
|
7.9K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
199+ 3.66% |
$18K - $18.7K
|
5.63K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
196+ 2.09% |
$17.7K - $18.4K
|
9.6K
$912K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
195+ 5.49% |
$17.6K - $18.3K
|
3.75K
$356K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
195+ 4.33% |
$17.6K - $18.3K
|
4.7K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
190+ 0.11% |
$17.2K - $17.9K
|
172K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
183New |
$16.5K - $17.2K
|
183
$17.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
180+ 68.7% |
$16.3K - $16.9K
|
442
$42K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
170+ 0.83% |
$15.4K - $16K
|
20.6K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
168New |
$15.2K - $15.8K
|
168
$16K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
168+ 188.76% |
$15.2K - $15.8K
|
257
$24.4K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
166+ 3.41% |
$15K - $15.6K
|
5.04K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
162+ 1.16% |
$14.6K - $15.2K
|
14.1K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
153+ 7.42% |
$13.8K - $14.4K
|
2.21K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
147New |
$13.3K - $13.8K
|
147
$14K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
137+ 0.71% |
$12.4K - $12.9K
|
19.5K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
135+ 2.24% |
$12.2K - $12.7K
|
6.16K
$586K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
130+ 1300.0% |
$11.7K - $12.2K
|
140
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
129+ 1.87% |
$11.7K - $12.1K
|
7.03K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
119+ 5.44% |
$10.8K - $11.2K
|
2.31K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
118+ 2.19% |
$10.7K - $11.1K
|
5.5K
$523K
|
|
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
114+ 4.12% |
$10.3K - $10.7K
|
2.88K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 0.1% |
$9.94K - $10.3K
|
113K
$10.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
109+ 51.66% |
$9.85K - $10.3K
|
320
$30.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
107+ 0.97% |
$9.67K - $10.1K
|
11.1K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
106+ 4.78% |
$9.58K - $9.97K
|
2.33K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103+ 0.88% |
$9.31K - $9.69K
|
11.8K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103New |
$9.31K - $9.69K
|
103
$9.79K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
100+ 1.15% |
$9.04K - $9.41K
|
8.79K
$836K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
99+ 1.26% |
$8.95K - $9.31K
|
7.93K
$754K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98New |
$8.86K - $9.22K
|
98
$9.32K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
96New |
$8.68K - $9.03K
|
96
$9.13K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
94+ 940.0% |
$8.49K - $8.84K
|
104
$9.89K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 55.03% |
$8.4K - $8.75K
|
262
$24.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
93New |
$8.4K - $8.75K
|
93
$8.84K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
91+ 1.91% |
$8.22K - $8.56K
|
4.86K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
91+ 1.91% |
$8.22K - $8.56K
|
4.86K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
91+ 2.96% |
$8.22K - $8.56K
|
3.16K
$301K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
90New |
$8.13K - $8.47K
|
90
$8.56K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
80+ 0.09% |
$7.23K - $7.53K
|
89K
$8.47M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
78+ 0.3% |
$7.05K - $7.34K
|
25.7K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
73New |
$6.6K - $6.87K
|
73
$6.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
72New |
$6.51K - $6.77K
|
72
$6.85K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
69+ 1.94% |
$6.24K - $6.49K
|
3.63K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
69+ 2.95% |
$6.24K - $6.49K
|
2.41K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$4.52K - $4.7K
|
50
$4.75K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
42+ 0.72% |
$3.8K - $3.95K
|
5.88K
$559K
|