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 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
173+ 5.72% |
$15.8K - $16.3K
|
3.2K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
172+ 0.93% |
$15.7K - $16.2K
|
18.7K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
169New |
$15.4K - $15.9K
|
169
$16.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
166+ 29.64% |
$15.2K - $15.6K
|
726
$69K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
156+ 2.33% |
$14.3K - $14.7K
|
6.85K
$651K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
143+ 4.02% |
$13.1K - $13.5K
|
3.7K
$352K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
141+ 1.16% |
$12.9K - $13.3K
|
12.3K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
141+ 2.87% |
$12.9K - $13.3K
|
5.06K
$481K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
140+ 2.88% |
$12.8K - $13.2K
|
5K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
140+ 5.81% |
$12.8K - $13.2K
|
2.55K
$243K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
140+ 2.88% |
$12.8K - $13.2K
|
5K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
139+ 5.55% |
$12.7K - $13.1K
|
2.64K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
137+ 1.47% |
$12.5K - $12.9K
|
9.46K
$899K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
131+ 2.42% |
$12K - $12.3K
|
5.54K
$526K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
131+ 0.5% |
$12K - $12.3K
|
26.6K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
126+ 1.89% |
$11.5K - $11.9K
|
6.8K
$646K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
126+ 0.49% |
$11.5K - $11.9K
|
25.8K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
124+ 12.22% |
$11.3K - $11.7K
|
1.14K
$108K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
120New |
$11K - $11.3K
|
120
$11.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
120+ 35.29% |
$11K - $11.3K
|
460
$43.7K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
117New |
$10.7K - $11K
|
117
$11.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
116+ 4.05% |
$10.6K - $10.9K
|
2.98K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
114+ 2.85% |
$10.4K - $10.7K
|
4.12K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
110+ 21.53% |
$10.1K - $10.4K
|
621
$59.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
108+ 1.28% |
$9.87K - $10.2K
|
8.56K
$814K
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
105+ 1.59% |
$9.6K - $9.89K
|
6.71K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
97+ 2.63% |
$8.87K - $9.14K
|
3.78K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97+ 3.87% |
$8.87K - $9.14K
|
2.61K
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
93+ 0.55% |
$8.5K - $8.76K
|
17.1K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
93+ 0.67% |
$8.5K - $8.76K
|
14K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
92+ 7.74% |
$8.41K - $8.67K
|
1.28K
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
92+ 1.06% |
$8.41K - $8.67K
|
8.8K
$837K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
86New |
$7.86K - $8.1K
|
86
$8.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
79New |
$7.22K - $7.44K
|
79
$7.51K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
75+ 3.46% |
$6.86K - $7.07K
|
2.24K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
74+ 11.13% |
$6.76K - $6.97K
|
739
$70.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
71+ 3.08% |
$6.49K - $6.69K
|
2.38K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
70+ 1.95% |
$6.4K - $6.6K
|
3.66K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
65+ 1.05% |
$5.94K - $6.12K
|
6.27K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
62+ 1.05% |
$5.67K - $5.84K
|
5.95K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 2.35% |
$5.21K - $5.37K
|
2.49K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
57+ 0.35% |
$5.21K - $5.37K
|
16.5K
$1.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
53+ 2.31% |
$4.84K - $4.99K
|
2.35K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
50+ 17.92% |
$4.57K - $4.71K
|
329
$31.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46+ 0.87% |
$4.2K - $4.33K
|
5.36K
$510K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
45New |
$4.11K - $4.24K
|
45
$4.28K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 46.39% |
$4.11K - $4.24K
|
142
$13.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 1.02% |
$3.93K - $4.05K
|
4.28K
$407K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
43+ 5.78% |
$3.93K - $4.05K
|
787
$74.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
43+ 1.04% |
$3.93K - $4.05K
|
4.16K
$395K
|