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 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.7K- 60.08% |
$981K - $1.01M
|
7.13K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11K- 19.53% |
$1M - $1.03M
|
45.1K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-11.1K- 50.67% |
$1.01M - $1.04M
|
10.8K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-11.4K- 8.47% |
$1.04M - $1.07M
|
123K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.5K- 8.04% |
$1.05M - $1.08M
|
132K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-12.1K- 66.94% |
$1.11M - $1.14M
|
5.97K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-12.5K- 1.19% |
$1.14M - $1.18M
|
1.04M
$98.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 60.36% |
$1.17M - $1.21M
|
8.43K
$801K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 7.21% |
$1.18M - $1.22M
|
166K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 2.72% |
$1.18M - $1.22M
|
463K
$44M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5K- 8.66% |
$1.23M - $1.27M
|
142K
$13.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-17.2K- 70.81% |
$1.58M - $1.62M
|
7.11K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17.3K- 66.73% |
$1.58M - $1.63M
|
8.63K
$821K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20.2K- 1.6% |
$1.85M - $1.91M
|
1.24M
$118M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-21K- 34.06% |
$1.92M - $1.98M
|
40.6K
$3.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-21.8K- 10.04% |
$1.99M - $2.05M
|
195K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.8K- 0.78% |
$2.08M - $2.15M
|
2.92M
$277M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 4.18% |
$2.09M - $2.16M
|
526K
$50M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-23.3K- 4.51% |
$2.13M - $2.19M
|
493K
$46.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-23.4K- 32.54% |
$2.14M - $2.2M
|
48.4K
$4.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.9K- 25.74% |
$2.18M - $2.25M
|
68.8K
$6.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-25.1K- 45.23% |
$2.29M - $2.37M
|
30.4K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-25.2K- 41.12% |
$2.3M - $2.37M
|
36K
$3.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.4K- 2.11% |
$2.41M - $2.49M
|
1.22M
$116M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-26.8K- 8.62% |
$2.45M - $2.53M
|
284K
$27.1M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27.5K- 59.78% |
$2.52M - $2.59M
|
18.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-27.9K- 2.21% |
$2.55M - $2.63M
|
1.23M
$117M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-31.4K- 2.07% |
$2.87M - $2.96M
|
1.49M
$142M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-35.6K- 3.56% |
$3.25M - $3.35M
|
963K
$91.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-36K- 62.52% |
$3.29M - $3.39M
|
21.6K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-40K- 14.09% |
$3.66M - $3.77M
|
244K
$23.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-40.2K- 52.79% |
$3.67M - $3.79M
|
36K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-41.2K- 13.97% |
$3.76M - $3.88M
|
254K
$24.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-42K- 3.19% |
$3.84M - $3.96M
|
1.28M
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-51.2K- 14.99% |
$4.68M - $4.82M
|
290K
$27.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-63.2K- 8.25% |
$5.78M - $5.96M
|
703K
$66.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-68.5K- 96.82% |
$6.26M - $6.45M
|
2.25K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71.3K- 39.3% |
$6.51M - $6.71M
|
110K
$10.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-82K- 4.06% |
$7.49M - $7.72M
|
1.94M
$184M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-82.2K- 77.59% |
$7.51M - $7.75M
|
23.7K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-83.5K- 26.68% |
$7.64M - $7.87M
|
230K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-98.1K- 67.1% |
$8.97M - $9.24M
|
48.1K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-109K- 34.93% |
$9.94M - $10.2M
|
203K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-112K- 5.47% |
$10.2M - $10.6M
|
1.94M
$184M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-194K- 9.32% |
$17.7M - $18.3M
|
1.89M
$179M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-211K- 60.08% |
$19.3M - $19.8M
|
140K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-220K- 59.02% |
$20.2M - $20.8M
|
153K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-257K- 1.8% |
$23.5M - $24.2M
|
14M
$1.33B
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-348K- 80.35% |
$31.8M - $32.8M
|
85K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-489K- 99.98% |
$44.7M - $46.1M
|
100
$9.51K
|