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 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.5KNew |
$229K - $236K
|
2.5K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.47KNew |
$225K - $232K
|
2.47K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.45K+ 13.16% |
$224K - $231K
|
21.1K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.41K+ 7.0% |
$220K - $227K
|
36.9K
$3.51M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 21.13% |
$220K - $227K
|
13.8K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.37K+ 21.37% |
$217K - $223K
|
13.5K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2.37K+ 15.23% |
$216K - $223K
|
17.9K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.31K+ 0.81% |
$211K - $218K
|
289K
$27.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.29KNew |
$209K - $215K
|
2.29K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.27K+ 8.95% |
$207K - $214K
|
27.6K
$2.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 35.21% |
$207K - $213K
|
8.68K
$825K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.24K+ 16.0% |
$205K - $211K
|
16.2K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.24KNew |
$204K - $211K
|
2.24K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.21K+ 2.66% |
$202K - $209K
|
85.5K
$8.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.21KNew |
$202K - $208K
|
2.21K
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.19KNew |
$200K - $206K
|
2.19K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.17K+ 7.13% |
$199K - $205K
|
32.7K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.13K+ 5.12% |
$195K - $201K
|
43.8K
$4.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.13K+ 1.2% |
$195K - $201K
|
179K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.13K+ 2.02% |
$195K - $201K
|
107K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.13K+ 15.51% |
$194K - $200K
|
15.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.11K+ 17.06% |
$193K - $199K
|
14.5K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 1.33% |
$192K - $197K
|
160K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.02K+ 3.7% |
$184K - $190K
|
56.5K
$5.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.96K+ 4.51% |
$179K - $185K
|
45.5K
$4.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.96KNew |
$179K - $185K
|
1.96K
$186K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 4.02% |
$178K - $183K
|
50.2K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.84KNew |
$168K - $173K
|
1.84K
$175K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.83K+ 1.13% |
$167K - $172K
|
163K
$15.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.74K+ 1.9% |
$159K - $164K
|
93.5K
$8.89M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.72K+ 30.05% |
$157K - $162K
|
7.44K
$708K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.71K+ 3.91% |
$157K - $161K
|
45.6K
$4.33M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.7KNew |
$155K - $160K
|
1.7K
$161K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.7K+ 9.05% |
$155K - $160K
|
20.5K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 13.68% |
$152K - $156K
|
13.8K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.65K+ 5.64% |
$151K - $156K
|
30.9K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.64KNew |
$149K - $154K
|
1.64K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59K+ 9.9% |
$145K - $149K
|
17.6K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.57K+ 20.81% |
$144K - $148K
|
9.14K
$869K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 1.69% |
$139K - $143K
|
91.1K
$8.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 8.34% |
$136K - $140K
|
19.3K
$1.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.47K+ 0.75% |
$134K - $138K
|
196K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.4K+ 11.04% |
$128K - $132K
|
14.1K
$1.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.39K+ 17.68% |
$127K - $130K
|
9.22K
$877K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 14.96% |
$125K - $129K
|
10.5K
$999K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 3.31% |
$124K - $128K
|
42.4K
$4.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.35K+ 9.96% |
$123K - $127K
|
14.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.16K+ 9.81% |
$106K - $109K
|
13K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.11K+ 1.41% |
$102K - $105K
|
79.7K
$7.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.09K+ 3.27% |
$99.6K - $103K
|
34.4K
$3.27M
|