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 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.37K- 1.45% |
$125K - $129K
|
92.8K
$8.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 23.66% |
$128K - $131K
|
4.5K
$428K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.43K- 35.68% |
$130K - $134K
|
2.57K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.46K- 7.43% |
$133K - $137K
|
18.1K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.46K- 17.2% |
$133K - $137K
|
7.01K
$667K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.49K- 30.62% |
$136K - $141K
|
3.38K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.53K- 4.2% |
$140K - $144K
|
34.9K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.56K- 15.89% |
$143K - $147K
|
8.28K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.66K- 41.19% |
$152K - $157K
|
2.37K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.67K- 25.44% |
$153K - $157K
|
4.9K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.68K- 27.26% |
$153K - $158K
|
4.47K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.69K- 2.92% |
$154K - $159K
|
56.1K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.7K- 9.08% |
$156K - $160K
|
17.1K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.75K- 32.98% |
$160K - $165K
|
3.55K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.82K- 7.32% |
$166K - $171K
|
23K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 38.4% |
$170K - $175K
|
2.99K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.87K- 5.98% |
$171K - $176K
|
29.4K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.91K- 19.44% |
$175K - $180K
|
7.93K
$754K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.97K- 1.07% |
$180K - $185K
|
182K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 4.29% |
$182K - $188K
|
44.5K
$4.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.01K- 29.6% |
$184K - $189K
|
4.78K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.02K- 1.64% |
$185K - $190K
|
121K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.05K- 1.42% |
$188K - $193K
|
142K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.08K- 31.8% |
$190K - $196K
|
4.47K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.09K- 40.14% |
$191K - $196K
|
3.11K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.11K- 17.19% |
$193K - $199K
|
10.2K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.13K- 23.06% |
$194K - $200K
|
7.1K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 6.69% |
$202K - $208K
|
30.7K
$2.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.24K- 18.71% |
$204K - $211K
|
9.72K
$924K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.25K- 0.77% |
$206K - $212K
|
288K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.28K- 3.14% |
$208K - $214K
|
70.3K
$6.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.31K- 2.13% |
$211K - $217K
|
106K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-2.32K- 24.2% |
$212K - $219K
|
7.27K
$692K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.49K- 2.62% |
$228K - $235K
|
92.5K
$8.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-2.54K- 29.64% |
$233K - $240K
|
6.04K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 10.69% |
$234K - $241K
|
21.4K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.63K- 0.17% |
$240K - $248K
|
1.54M
$147M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.65K- 15.61% |
$243K - $250K
|
14.4K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.67K- 31.3% |
$244K - $251K
|
5.85K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.75K- 46.13% |
$251K - $259K
|
3.21K
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.8K- 2.89% |
$256K - $264K
|
94.1K
$8.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 10.88% |
$258K - $266K
|
23.1K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.95K- 11.55% |
$269K - $278K
|
22.6K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.96K- 29.2% |
$270K - $279K
|
7.18K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.96K- 7.7% |
$271K - $279K
|
35.5K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 9.66% |
$272K - $281K
|
27.8K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.02K- 0.08% |
$276K - $284K
|
3.65M
$347M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.04K- 3.59% |
$278K - $286K
|
81.7K
$7.77M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.05K- 3.96% |
$279K - $287K
|
74K
$7.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-3.16K- 92.25% |
$288K - $297K
|
265
$25.2K
|