Purchases and Sales Made in Q3 2025 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.57M+ 11.76% |
$700M - $724M
|
71.9M
$6.84B
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.32M+ 77.09% |
$307M - $318M
|
7.63M
$726M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45M+ 5.71% |
$134M - $139M
|
26.8M
$2.55B
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.4M+ 5.84% |
$129M - $134M
|
25.4M
$2.41B
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.21M+ 5.66% |
$112M - $115M
|
22.5M
$2.14B
|
|
|
Nov 13, 2025
Q3 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
997K+ 34.92% |
$92.2M - $95.4M
|
3.85M
$366M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
923K+ 1.82% |
$85.3M - $88.4M
|
51.7M
$4.91B
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
860KNew |
$79.6M - $82.4M
|
860K
$81.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
797K+ 42.92% |
$73.7M - $76.3M
|
2.65M
$252M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
727K+ 2.72% |
$67.2M - $69.6M
|
27.5M
$2.61B
|
|
|
Nov 13, 2025
Q3 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
524KNew |
$48.4M - $50.1M
|
524K
$49.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
403K+ 3057.65% |
$37.3M - $38.6M
|
416K
$39.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322K+ 240.92% |
$29.8M - $30.8M
|
456K
$43.3M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
291K+ 2099.2% |
$26.9M - $27.9M
|
305K
$29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
284K+ 2.03% |
$26.3M - $27.2M
|
14.3M
$1.36B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
279K+ 3.03% |
$25.8M - $26.7M
|
9.47M
$900M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
266K+ 86.83% |
$24.6M - $25.4M
|
572K
$54.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
243KNew |
$22.5M - $23.3M
|
243K
$23.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
241K+ 12.44% |
$22.3M - $23.1M
|
2.18M
$207M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
216KNew |
$20M - $20.7M
|
216K
$20.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
203K+ 52.35% |
$18.8M - $19.4M
|
591K
$56.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
162K+ 12.86% |
$15M - $15.5M
|
1.42M
$135M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
161K+ 10.81% |
$14.9M - $15.4M
|
1.65M
$157M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
150K+ 8.03% |
$13.9M - $14.4M
|
2.02M
$192M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116KNew |
$10.7M - $11.1M
|
116K
$11M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
106KNew |
$9.8M - $10.1M
|
106K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
105K+ 161.41% |
$9.74M - $10.1M
|
171K
$16.2M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
105KNew |
$9.68M - $10M
|
105K
$9.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
101K+ 46.5% |
$9.31M - $9.64M
|
317K
$30.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
97.9K+ 39.44% |
$9.06M - $9.38M
|
346K
$32.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
91.6KNew |
$8.47M - $8.77M
|
91.6K
$8.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
85.5K+ 8.88% |
$7.9M - $8.18M
|
1.05M
$99.7M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
80.5K+ 98.98% |
$7.45M - $7.71M
|
162K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.3K+ 6.57% |
$7.43M - $7.69M
|
1.3M
$124M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
80K+ 5.36% |
$7.39M - $7.66M
|
1.57M
$150M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
78.1K+ 27.1% |
$7.22M - $7.48M
|
366K
$34.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
77.3K+ 115.43% |
$7.14M - $7.4M
|
144K
$13.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
76.7K+ 13.12% |
$7.09M - $7.34M
|
661K
$62.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
71.7KNew |
$6.63M - $6.86M
|
71.7K
$6.82M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
71K+ 14.79% |
$6.56M - $6.8M
|
551K
$52.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
69.6K+ 16.43% |
$6.44M - $6.67M
|
494K
$46.9M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
69.5K+ 3.06% |
$6.42M - $6.65M
|
2.34M
$222M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
65.9K+ 13.99% |
$6.09M - $6.3M
|
537K
$51M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
65.7KNew |
$6.08M - $6.29M
|
65.7K
$6.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
62.9K+ 20.92% |
$5.82M - $6.02M
|
364K
$34.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Meteora Capital, LLC
Boca Raton, FL |
BUY
|
- |
61.5K+ 98.4% |
$5.69M - $5.89M
|
124K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.3K+ 34.41% |
$5.49M - $5.68M
|
232K
$22M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
58.9K+ 10.37% |
$5.44M - $5.64M
|
627K
$59.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
58.9KNew |
$5.44M - $5.63M
|
58.9K
$5.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
58K+ 7.85% |
$5.36M - $5.55M
|
796K
$75.7M
|