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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
38+ 0.18% |
$3.43K - $3.58K
|
20.9K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
37New |
$3.34K - $3.48K
|
37
$3.52K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34New |
$3.07K - $3.2K
|
34
$3.23K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.71% |
$2.62K - $2.73K
|
4.12K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28New |
$2.53K - $2.63K
|
28
$2.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.74% |
$2.53K - $2.63K
|
3.83K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.28% |
$2.44K - $2.54K
|
9.59K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.17K - $2.26K
|
24
$2.28K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23+ 1.66% |
$2.08K - $2.16K
|
1.41K
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.27% |
$1.9K - $1.98K
|
7.81K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.08% |
$1.81K - $1.88K
|
980
$93.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.66% |
$1.63K - $1.69K
|
2.74K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.02% |
$1.63K - $1.69K
|
73.1K
$6.95M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 1.33% |
$1.45K - $1.51K
|
1.22K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16New |
$1.45K - $1.51K
|
16
$1.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
16+ 0.3% |
$1.45K - $1.51K
|
5.29K
$503K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15+ 0.46% |
$1.36K - $1.41K
|
3.31K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14+ 0.11% |
$1.27K - $1.32K
|
12.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.73% |
$1.17K - $1.22K
|
1.79K
$170K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.08K - $1.13K
|
12
$1.14K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
11New |
$994 - $1.03K
|
11
$1.05K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 5.67% |
$723 - $753
|
149
$14.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 0.11% |
$542 - $564
|
5.54K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.52% |
$452 - $470
|
971
$92.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$361 - $376
|
42.5K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$271 - $282
|
3
$285
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.69% |
$271 - $282
|
439
$41.7K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.03% |
$181 - $188
|
196
$18.6K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.46% |
$181 - $188
|
434
$41.3K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$90.4 - $94.1
|
17K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.23% |
$90.4 - $94.1
|
32
$3.04K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$90.4 - $94.1
|
2.3K
$219K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$90.4 - $94.1
|
4.01K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.58% |
$181 - $188
|
340
$32.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3- 1.51% |
$271 - $282
|
196
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 1.76% |
$633 - $659
|
391
$37.2K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-11- 0.32% |
$994 - $1.03K
|
3.39K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-11- 0.07% |
$994 - $1.03K
|
14.8K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-13- 0.13% |
$1.17K - $1.22K
|
9.95K
$946K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-13- 0.14% |
$1.17K - $1.22K
|
9.49K
$903K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16- 0.06% |
$1.45K - $1.51K
|
24.7K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 1.09% |
$1.45K - $1.51K
|
1.45K
$138K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17- 0.38% |
$1.54K - $1.6K
|
4.44K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.58% |
$1.63K - $1.69K
|
3.06K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-19- 0.64% |
$1.72K - $1.79K
|
2.95K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-19- 0.78% |
$1.72K - $1.79K
|
2.43K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-19- 0.76% |
$1.72K - $1.79K
|
2.47K
$235K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-20Closed |
$1.81K - $1.88K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-22- 61.11% |
$1.99K - $2.07K
|
14
$1.33K
|