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 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.17K - $2.26K
|
24
$2.22K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
23+ 1.66% |
$2.08K - $2.16K
|
1.41K
$131K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.27% |
$1.9K - $1.98K
|
7.81K
$723K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.08% |
$1.81K - $1.88K
|
980
$90.8K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
18+ 0.02% |
$1.63K - $1.69K
|
73.1K
$6.77M
|
|
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
$254K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
16+ 0.3% |
$1.45K - $1.51K
|
5.29K
$490K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 1.33% |
$1.45K - $1.51K
|
1.22K
$113K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16New |
$1.45K - $1.51K
|
16
$1.48K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15+ 0.46% |
$1.36K - $1.41K
|
3.31K
$306K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14+ 0.11% |
$1.27K - $1.32K
|
12.7K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.73% |
$1.17K - $1.22K
|
1.79K
$166K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.08K - $1.13K
|
12
$1.11K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
11New |
$994 - $1.03K
|
11
$1.02K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 5.67% |
$723 - $753
|
149
$13.8K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 0.11% |
$542 - $564
|
5.54K
$513K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.52% |
$452 - $470
|
971
$90K
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$361 - $376
|
42.5K
$3.94M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
3New |
$271 - $282
|
3
$278
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.69% |
$271 - $282
|
439
$40.7K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.03% |
$181 - $188
|
196
$18.2K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.46% |
$181 - $188
|
434
$40.2K
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$90.4 - $94.1
|
2.3K
$213K
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.23% |
$90.4 - $94.1
|
32
$2.96K
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$90.4 - $94.1
|
17K
$1.58M
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$90.4 - $94.1
|
4.01K
$371K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.58% |
$181 - $188
|
340
$31.5K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3- 1.51% |
$271 - $282
|
196
$18.2K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 1.76% |
$633 - $659
|
391
$36.2K
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-11- 0.07% |
$994 - $1.03K
|
14.8K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-11- 0.32% |
$994 - $1.03K
|
3.39K
$314K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-13- 0.14% |
$1.17K - $1.22K
|
9.49K
$880K
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-13- 0.13% |
$1.17K - $1.22K
|
9.95K
$922K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 1.09% |
$1.45K - $1.51K
|
1.45K
$135K
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16- 0.06% |
$1.45K - $1.51K
|
24.7K
$2.29M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17- 0.38% |
$1.54K - $1.6K
|
4.44K
$411K
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-18- 0.58% |
$1.63K - $1.69K
|
3.06K
$284K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-19- 0.78% |
$1.72K - $1.79K
|
2.43K
$225K
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-19- 0.76% |
$1.72K - $1.79K
|
2.47K
$229K
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-19- 0.64% |
$1.72K - $1.79K
|
2.95K
$273K
|
|
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
$1.3K
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25- 69.44% |
$2.26K - $2.35K
|
11
$1.02K
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-27- 0.69% |
$2.44K - $2.54K
|
3.89K
$361K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-29- 0.72% |
$2.62K - $2.73K
|
3.99K
$369K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-34- 1.37% |
$3.07K - $3.2K
|
2.44K
$226K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-35- 0.61% |
$3.16K - $3.29K
|
5.72K
$530K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37- 27.61% |
$3.34K - $3.48K
|
97
$8.99K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-38- 38.78% |
$3.43K - $3.58K
|
60
$5.56K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-41- 10.49% |
$3.71K - $3.86K
|
350
$32.4K
|