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
|
Latitude Advisors, LLC
|
SELL
|
- |
-546- 7.77% |
$49.9K - $51.4K
|
6.48K
$616K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-572- 0.99% |
$52.3K - $53.9K
|
57.1K
$5.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-593- 7.51% |
$54.2K - $55.9K
|
7.31K
$695K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-593- 17.65% |
$54.2K - $55.9K
|
2.77K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-603- 1.18% |
$55.1K - $56.8K
|
50.7K
$4.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-608- 18.63% |
$55.6K - $57.3K
|
2.66K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-664- 12.6% |
$60.7K - $62.6K
|
4.61K
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-669- 0.23% |
$61.2K - $63K
|
290K
$27.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-688- 0.05% |
$62.9K - $64.8K
|
1.4M
$133M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-701- 1.85% |
$64.1K - $66K
|
37.1K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-712- 10.55% |
$65.1K - $67.1K
|
6.04K
$574K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-715- 2.5% |
$65.4K - $67.4K
|
27.9K
$2.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-725- 42.25% |
$66.3K - $68.3K
|
991
$94.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-736- 0.83% |
$67.3K - $69.3K
|
87.6K
$8.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-750- 0.31% |
$68.6K - $70.7K
|
244K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-766- 9.55% |
$70K - $72.2K
|
7.26K
$690K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-777- 5.55% |
$71K - $73.2K
|
13.2K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-780- 25.97% |
$71.3K - $73.5K
|
2.22K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-781- 1.33% |
$71.4K - $73.6K
|
57.8K
$5.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-786- 18.2% |
$71.8K - $74.1K
|
3.53K
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-814- 18.59% |
$74.4K - $76.7K
|
3.57K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-819- 36.99% |
$74.9K - $77.2K
|
1.4K
$133K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-831- 0.73% |
$76K - $78.3K
|
113K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-852- 19.7% |
$77.9K - $80.3K
|
3.47K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-859- 1.84% |
$78.5K - $80.9K
|
45.9K
$4.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-892- 5.17% |
$81.5K - $84K
|
16.4K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-905- 6.43% |
$82.7K - $85.3K
|
13.2K
$1.25M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-914- 97.13% |
$83.5K - $86.1K
|
27
$2.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-921- 5.31% |
$84.2K - $86.8K
|
16.4K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-966- 26.68% |
$88.3K - $91K
|
2.66K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-973- 1.91% |
$88.9K - $91.7K
|
49.8K
$4.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-975- 10.22% |
$89.1K - $91.9K
|
8.57K
$815K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-976- 16.86% |
$89.2K - $92K
|
4.81K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-988- 9.92% |
$90.3K - $93.1K
|
8.97K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-997- 13.96% |
$91.1K - $93.9K
|
6.15K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.05K- 10.89% |
$95.5K - $98.5K
|
8.55K
$813K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.05K- 28.9% |
$96K - $98.9K
|
2.58K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.05K- 2.48% |
$96.1K - $99K
|
41.4K
$3.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 6.86% |
$98.1K - $101K
|
14.6K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.08K- 4.62% |
$98.3K - $101K
|
22.2K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.1K- 9.33% |
$100K - $103K
|
10.7K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.13K- 33.9% |
$103K - $106K
|
2.19K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.16K- 11.81% |
$106K - $109K
|
8.66K
$823K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.17K- 31.79% |
$107K - $110K
|
2.5K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 50.98% |
$109K - $112K
|
1.15K
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.23K- 22.42% |
$113K - $116K
|
4.26K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.24K- 0.72% |
$113K - $117K
|
171K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.28K- 6.21% |
$117K - $120K
|
19.3K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.3K- 2.95% |
$119K - $123K
|
42.9K
$4.08M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.36K- 22.16% |
$125K - $128K
|
4.79K
$455K
|