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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
42New |
$3.84K - $3.96K
|
42
$3.99K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
42+ 1.01% |
$3.84K - $3.96K
|
4.19K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41New |
$3.75K - $3.86K
|
41
$3.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
40New |
$3.66K - $3.77K
|
40
$3.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
40New |
$3.66K - $3.77K
|
40
$3.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
38+ 23.75% |
$3.47K - $3.58K
|
198
$18.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
38+ 0.56% |
$3.47K - $3.58K
|
6.88K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
37New |
$3.38K - $3.49K
|
37
$3.52K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
37New |
$3.38K - $3.49K
|
37
$3.52K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
36New |
$3.29K - $3.39K
|
36
$3.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
32New |
$2.93K - $3.02K
|
32
$3.04K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 2.2% |
$2.93K - $3.02K
|
1.49K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
31+ 1.28% |
$2.83K - $2.92K
|
2.45K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.23% |
$2.47K - $2.54K
|
12K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
27+ 5.22% |
$2.47K - $2.54K
|
544
$51.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
26New |
$2.38K - $2.45K
|
26
$2.47K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
24+ 0.25% |
$2.19K - $2.26K
|
9.52K
$905K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 45.45% |
$1.83K - $1.88K
|
64
$6.09K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19+ 1.06% |
$1.74K - $1.79K
|
1.81K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.69% |
$1.55K - $1.6K
|
2.49K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
17+ 6.61% |
$1.55K - $1.6K
|
274
$26.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
17+ 106.25% |
$1.55K - $1.6K
|
33
$3.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
16+ 0.36% |
$1.46K - $1.51K
|
4.5K
$428K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
15+ 0.68% |
$1.37K - $1.41K
|
2.22K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
14+ 0.2% |
$1.28K - $1.32K
|
6.93K
$659K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14+ 0.05% |
$1.28K - $1.32K
|
26K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11+ 0.22% |
$1.01K - $1.04K
|
5.05K
$480K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11New |
$1.01K - $1.04K
|
11
$1.05K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.82% |
$914 - $942
|
1.23K
$117K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.42% |
$823 - $848
|
2.15K
$204K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
9New |
$823 - $848
|
9
$856
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 12.9% |
$731 - $754
|
70
$6.66K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 3.05% |
$731 - $754
|
270
$25.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8New |
$731 - $754
|
8
$761
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7+ 6.8% |
$640 - $660
|
110
$10.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.23% |
$366 - $377
|
1.76K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3+ 0.09% |
$274 - $283
|
3.31K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$274 - $283
|
3
$285
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3+ 2.48% |
$274 - $283
|
124
$11.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 1.24% |
$274 - $283
|
244
$23.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.37% |
$91.4 - $94.2
|
74
$7.04K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 1.75% |
$91.4 - $94.2
|
58
$5.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1- 9.09% |
$91.4 - $94.2
|
10
$951
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$91.4 - $94.2
|
8.56K
$814K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.51% |
$91.4 - $94.2
|
195
$18.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1- 0.02% |
$91.4 - $94.2
|
6.16K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2- 0.06% |
$183 - $188
|
3.36K
$320K
|