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 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.16K- 28.32% |
$289K - $298K
|
7.99K
$760K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.35K- 4.58% |
$306K - $315K
|
69.8K
$6.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.37K- 23.54% |
$308K - $317K
|
10.9K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-3.4K- 3.09% |
$311K - $320K
|
106K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.42K- 8.26% |
$312K - $322K
|
38K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 2.94% |
$319K - $329K
|
115K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.72K- 2.83% |
$340K - $350K
|
128K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.75K- 5.53% |
$343K - $353K
|
64K
$6.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-3.78K- 11.69% |
$345K - $356K
|
28.5K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.89K- 0.29% |
$356K - $367K
|
1.33M
$126M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-3.89K- 9.07% |
$356K - $367K
|
39K
$3.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.91K- 26.35% |
$357K - $368K
|
10.9K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.93K- 18.8% |
$359K - $370K
|
17K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.01K- 5.72% |
$367K - $378K
|
66.1K
$6.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4.08K- 1.99% |
$373K - $384K
|
200K
$19.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.18K- 1.9% |
$382K - $394K
|
216K
$20.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.41K- 12.32% |
$403K - $415K
|
31.4K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.42K- 5.15% |
$404K - $417K
|
81.4K
$7.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.46K- 10.09% |
$408K - $421K
|
39.8K
$3.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.49K- 34.67% |
$410K - $423K
|
8.46K
$804K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.76K- 5.51% |
$435K - $448K
|
81.5K
$7.75M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-4.82K- 12.63% |
$440K - $454K
|
33.3K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.89K- 47.95% |
$447K - $461K
|
5.31K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.92K- 47.56% |
$450K - $464K
|
5.43K
$516K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.01K- 8.22% |
$458K - $472K
|
56K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.04K- 1.42% |
$461K - $475K
|
351K
$33.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.24K- 2.5% |
$479K - $493K
|
204K
$19.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 49.94% |
$480K - $495K
|
5.26K
$500K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-5.4K- 4.03% |
$493K - $509K
|
129K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.79K- 23.97% |
$529K - $545K
|
18.4K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.79K- 9.44% |
$529K - $545K
|
55.5K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.97K- 21.74% |
$546K - $563K
|
21.5K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6.94K- 7.79% |
$634K - $653K
|
82.1K
$7.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.33K- 9.38% |
$670K - $691K
|
70.8K
$6.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.41K- 15.71% |
$677K - $698K
|
39.8K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-7.61K- 19.73% |
$696K - $717K
|
31K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-8.08K- 6.7% |
$738K - $761K
|
112K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.18K- 36.81% |
$747K - $770K
|
14K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.28K- 11.08% |
$757K - $780K
|
66.5K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.41K- 2.22% |
$769K - $793K
|
370K
$35.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-8.43K- 5.47% |
$770K - $794K
|
146K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.44K- 50.35% |
$771K - $795K
|
8.32K
$791K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.12K- 41.44% |
$834K - $860K
|
12.9K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.16K- 9.9% |
$837K - $863K
|
83.4K
$7.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.66K- 15.3% |
$883K - $910K
|
53.4K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.7K- 39.29% |
$886K - $914K
|
15K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-10.2K- 82.73% |
$929K - $957K
|
2.12K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-10.3K- 60.69% |
$946K - $975K
|
6.7K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.3K- 17.46% |
$946K - $975K
|
48.9K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-10.7K- 51.61% |
$979K - $1.01M
|
10K
$955K
|