Purchases and Sales Made in Q2 2025 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18.6M+ 349.34% |
$1.7B - $1.76B
|
24M
$2.24B
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
619K+ 82.04% |
$56.6M - $58.3M
|
1.37M
$129M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
347K+ 864.78% |
$31.8M - $32.7M
|
388K
$36.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
216KNew |
$19.7M - $20.3M
|
216K
$20.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
212K+ 25.72% |
$19.4M - $20M
|
1.04M
$97.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
169K+ 10.08% |
$15.5M - $15.9M
|
1.85M
$173M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 0.58% |
$14.1M - $14.5M
|
26.8M
$2.5B
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
126K+ 42.21% |
$11.5M - $11.9M
|
424K
$39.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
98.7K+ 134.52% |
$9.02M - $9.3M
|
172K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
95.4K+ 62.37% |
$8.72M - $8.99M
|
248K
$23.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
89.1K+ 69.87% |
$8.15M - $8.4M
|
217K
$20.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
84.8K+ 7.21% |
$7.75M - $7.99M
|
1.26M
$118M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
83.7K+ 38.56% |
$7.65M - $7.88M
|
301K
$28.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.8K+ 28.16% |
$6.75M - $6.96M
|
336K
$31.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.8K+ 22.25% |
$6.48M - $6.68M
|
389K
$36.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.3K+ 11.92% |
$6.25M - $6.44M
|
642K
$60M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
66.9KNew |
$6.12M - $6.31M
|
66.9K
$6.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.6K+ 6.11% |
$6M - $6.18M
|
1.14M
$107M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
64.1K+ 98.35% |
$5.86M - $6.04M
|
129K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
62K+ 4.67% |
$5.67M - $5.85M
|
1.39M
$130M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.9K+ 15.08% |
$5.38M - $5.55M
|
449K
$42M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
54K+ 61.27% |
$4.94M - $5.09M
|
142K
$13.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53.3KNew |
$4.87M - $5.02M
|
53.3K
$4.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
50.1K+ 1.64% |
$4.58M - $4.72M
|
3.1M
$290M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
48.5K+ 7.03% |
$4.43M - $4.57M
|
738K
$69.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
45.8K+ 8.77% |
$4.19M - $4.31M
|
568K
$53.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
44K+ 97.65% |
$4.02M - $4.15M
|
89.1K
$8.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43.6K+ 112.1% |
$3.99M - $4.11M
|
82.5K
$7.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
43.4K+ 19.53% |
$3.97M - $4.09M
|
266K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
42.7K+ 15.46% |
$3.9M - $4.02M
|
319K
$29.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
39KNew |
$3.57M - $3.68M
|
39K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.3K+ 2.35% |
$3.13M - $3.23M
|
1.49M
$140M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.7K+ 7.72% |
$3.08M - $3.18M
|
471K
$44M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
33.3KNew |
$3.05M - $3.14M
|
33.3K
$3.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
33.1K+ 26.05% |
$3.02M - $3.12M
|
160K
$15M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
32K+ 1.75% |
$2.92M - $3.01M
|
1.86M
$174M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
28.2K+ 4.17% |
$2.58M - $2.66M
|
704K
$65.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27.4K+ 4.16% |
$2.5M - $2.58M
|
686K
$64.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
27.1K+ 30.83% |
$2.48M - $2.55M
|
115K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
26.8K+ 23.11% |
$2.45M - $2.52M
|
143K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
25.7K+ 15.86% |
$2.35M - $2.42M
|
187K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
24.3KNew |
$2.23M - $2.29M
|
24.3K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22.9K+ 27.16% |
$2.09M - $2.16M
|
107K
$10M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
22.7K+ 15.28% |
$2.07M - $2.14M
|
171K
$16M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22.2K+ 16.94% |
$2.03M - $2.09M
|
153K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
19.9KNew |
$1.82M - $1.87M
|
19.9K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
19.5K+ 64.61% |
$1.78M - $1.83M
|
49.6K
$4.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18.5KNew |
$1.69M - $1.75M
|
18.5K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 1.96% |
$1.69M - $1.74M
|
960K
$89.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.61M - $1.66M
|
17.6K
$1.65M
|