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
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.08K+ 18.48% |
$98.6K - $102K
|
6.92K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.07KNew |
$98K - $101K
|
1.07K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.06K+ 1.64% |
$96.5K - $99.5K
|
65.3K
$6.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 2752.63% |
$95.6K - $98.6K
|
1.08K
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.04K+ 13.95% |
$95.2K - $98.2K
|
8.51K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.04K+ 9409.09% |
$94.6K - $97.5K
|
1.05K
$99.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.03K+ 9.38% |
$94.2K - $97.1K
|
12K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 2.47% |
$92.8K - $95.6K
|
42.1K
$4.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.01K+ 2.75% |
$92.3K - $95.2K
|
37.7K
$3.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
995+ 5.42% |
$91K - $93.7K
|
19.4K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
986+ 17.7% |
$90.1K - $92.9K
|
6.56K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
962+ 0.61% |
$87.9K - $90.6K
|
160K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
953New |
$87.1K - $89.8K
|
953
$90.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
953+ 11.73% |
$87.1K - $89.8K
|
9.08K
$863K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
934+ 7.22% |
$85.4K - $88K
|
13.9K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
917+ 23.3% |
$83.8K - $86.4K
|
4.85K
$461K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
905+ 6.45% |
$82.7K - $85.3K
|
14.9K
$1.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
893New |
$81.6K - $84.1K
|
893
$84.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
854+ 39.43% |
$78.1K - $80.5K
|
3.02K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
851+ 2.15% |
$77.8K - $80.2K
|
40.4K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
845+ 23.92% |
$77.2K - $79.6K
|
4.38K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
834+ 12.1% |
$76.2K - $78.6K
|
7.73K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
780+ 124.2% |
$71.3K - $73.5K
|
1.41K
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
760+ 5.37% |
$69.5K - $71.6K
|
14.9K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
751+ 5.24% |
$68.6K - $70.8K
|
15.1K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
739+ 1.0% |
$67.6K - $69.6K
|
74.8K
$7.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
722+ 8.02% |
$66K - $68K
|
9.73K
$925K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
722+ 9.49% |
$66K - $68K
|
8.33K
$792K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
712+ 4.49% |
$65.1K - $67.1K
|
16.6K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
704+ 5.95% |
$64.4K - $66.3K
|
12.5K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
695+ 3.64% |
$63.5K - $65.5K
|
19.8K
$1.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
664+ 3.15% |
$60.7K - $62.6K
|
21.7K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
638+ 26.16% |
$58.3K - $60.1K
|
3.08K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
632+ 4.38% |
$57.8K - $59.5K
|
15.1K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
616+ 128.87% |
$56.3K - $58K
|
1.09K
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
615+ 8.8% |
$56.2K - $57.9K
|
7.6K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
614+ 9.15% |
$56.1K - $57.9K
|
7.32K
$696K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
612New |
$55.9K - $57.7K
|
612
$58.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
602+ 1.66% |
$55K - $56.7K
|
36.9K
$3.51M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
582+ 12.98% |
$53.2K - $54.8K
|
5.07K
$482K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
579+ 2.69% |
$52.9K - $54.6K
|
22.1K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
571+ 2.78% |
$52.2K - $53.8K
|
21.1K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
559+ 2.35% |
$51.1K - $52.7K
|
24.3K
$2.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 21.31% |
$50.5K - $52.1K
|
3.15K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
547+ 2.32% |
$50K - $51.5K
|
24.2K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
535+ 1.18% |
$48.9K - $50.4K
|
45.9K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
532+ 12.84% |
$48.6K - $50.1K
|
4.67K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
531+ 7.72% |
$48.5K - $50K
|
7.41K
$705K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
530+ 5.33% |
$48.4K - $49.9K
|
10.5K
$996K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
513+ 3.24% |
$46.9K - $48.3K
|
16.3K
$1.55M
|