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 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-4- 0.02% |
$366 - $377
|
21.5K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.22% |
$457 - $471
|
2.29K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-9- 0.25% |
$823 - $848
|
3.62K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-10- 4.5% |
$914 - $942
|
212
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11- 0.45% |
$1.01K - $1.04K
|
2.45K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-12- 0.35% |
$1.1K - $1.13K
|
3.44K
$327K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 5.96% |
$1.19K - $1.22K
|
205
$19.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$1.37K - $1.41K
|
9.75K
$927K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 0.15% |
$1.46K - $1.51K
|
10.8K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-21- 0.4% |
$1.92K - $1.98K
|
5.27K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21- 0.77% |
$1.92K - $1.98K
|
2.72K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-23- 1.63% |
$2.1K - $2.17K
|
1.39K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25- 0.67% |
$2.29K - $2.36K
|
3.72K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-26- 0.09% |
$2.38K - $2.45K
|
27.7K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-26- 11.26% |
$2.38K - $2.45K
|
205
$19.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-26- 4.59% |
$2.38K - $2.45K
|
540
$51.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-27- 6.6% |
$2.47K - $2.54K
|
382
$36.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-28- 0.63% |
$2.56K - $2.64K
|
4.39K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-36- 0.17% |
$3.29K - $3.39K
|
20.9K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-40- 0.76% |
$3.66K - $3.77K
|
5.23K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-43- 2.79% |
$3.93K - $4.05K
|
1.5K
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50- 18.05% |
$4.57K - $4.71K
|
227
$21.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-55- 0.52% |
$5.03K - $5.18K
|
10.5K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-58- 59.18% |
$5.3K - $5.46K
|
40
$3.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 2.0% |
$5.48K - $5.65K
|
2.94K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-62- 14.12% |
$5.67K - $5.84K
|
377
$35.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-64- 3.83% |
$5.85K - $6.03K
|
1.61K
$153K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-71- 1.01% |
$6.49K - $6.69K
|
6.96K
$662K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-74- 0.23% |
$6.76K - $6.97K
|
32.2K
$3.06M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-74- 1.88% |
$6.76K - $6.97K
|
3.86K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-79- 1.06% |
$7.22K - $7.44K
|
7.39K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-84- 1.36% |
$7.68K - $7.91K
|
6.09K
$579K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-85- 2.51% |
$7.77K - $8.01K
|
3.3K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-88- 95.65% |
$8.04K - $8.29K
|
4
$380
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-88- 2.78% |
$8.04K - $8.29K
|
3.07K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-93- 0.35% |
$8.5K - $8.76K
|
26.6K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$8.59K - $8.86K
|
10
$951
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-96- 0.9% |
$8.78K - $9.05K
|
10.6K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-97- 1.06% |
$8.87K - $9.14K
|
9.03K
$859K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-100- 3.39% |
$9.14K - $9.42K
|
2.85K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 0.51% |
$9.14K - $9.42K
|
19.4K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-101- 51.53% |
$9.23K - $9.52K
|
95
$9.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.58% |
$9.42K - $9.7K
|
17.6K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-103- 73.57% |
$9.42K - $9.7K
|
37
$3.52K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-104- 1.81% |
$9.51K - $9.8K
|
5.63K
$536K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-107- 0.64% |
$9.78K - $10.1K
|
16.6K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-116- 4.58% |
$10.6K - $10.9K
|
2.42K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-130- 3.44% |
$11.9K - $12.2K
|
3.65K
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-132- 0.85% |
$12.1K - $12.4K
|
15.5K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-133- 3.0% |
$12.2K - $12.5K
|
4.31K
$409K
|