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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
55.4K+ 5.77% |
$5.12M - $5.3M
|
1.02M
$96.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55.3K+ 256.29% |
$5.11M - $5.29M
|
76.9K
$7.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
BUY
|
- |
53.7K+ 16.69% |
$4.96M - $5.14M
|
375K
$35.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
52.6K+ 3.06% |
$4.86M - $5.03M
|
1.77M
$168M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.7K+ 7.96% |
$4.78M - $4.95M
|
701K
$66.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
51.5K+ 8.88% |
$4.76M - $4.93M
|
631K
$60M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.1KNew |
$4.72M - $4.89M
|
51.1K
$4.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.1KNew |
$4.63M - $4.79M
|
50.1K
$4.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
49KNew |
$4.53M - $4.69M
|
49K
$4.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
48.5K+ 9.9% |
$4.49M - $4.65M
|
539K
$51.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.5K+ 3.9% |
$4.11M - $4.26M
|
1.18M
$113M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
43.6K+ 1103.14% |
$4.03M - $4.17M
|
47.5K
$4.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
42.6K+ 504.17% |
$3.94M - $4.08M
|
51K
$4.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41.2K+ 3.31% |
$3.81M - $3.94M
|
1.28M
$122M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39.9K+ 2.59% |
$3.69M - $3.82M
|
1.58M
$151M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.7K+ 32.11% |
$3.58M - $3.71M
|
159K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tcw Group Inc
|
BUY
|
- |
38.2K+ 23.92% |
$3.53M - $3.65M
|
198K
$18.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37.5K+ 5.71% |
$3.47M - $3.59M
|
695K
$66.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
36.8K+ 27.99% |
$3.41M - $3.53M
|
168K
$16M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
36.7K+ 5.86% |
$3.39M - $3.51M
|
663K
$63M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.9K+ 10.93% |
$2.86M - $2.96M
|
314K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.8K+ 98.4% |
$2.84M - $2.94M
|
62K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.7K+ 8.29% |
$2.84M - $2.94M
|
401K
$38.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
29.5K+ 4.19% |
$2.73M - $2.82M
|
734K
$69.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
27.6K+ 171.61% |
$2.55M - $2.64M
|
43.7K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
27KNew |
$2.49M - $2.58M
|
27K
$2.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27KNew |
$2.49M - $2.58M
|
27K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 4.11% |
$2.44M - $2.52M
|
668K
$63.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
26KNew |
$2.41M - $2.49M
|
26K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26K+ 24.2% |
$2.4M - $2.49M
|
133K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25.7K+ 3497.42% |
$2.38M - $2.46M
|
26.5K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 8.3% |
$2.36M - $2.45M
|
333K
$31.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.5K+ 1.92% |
$2.36M - $2.44M
|
1.35M
$129M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
25.1KNew |
$2.32M - $2.4M
|
25.1K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.5K+ 3.42% |
$2.17M - $2.25M
|
709K
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
23.1K+ 10.06% |
$2.14M - $2.21M
|
253K
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
23K+ 11.48% |
$2.13M - $2.21M
|
224K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.1K+ 1.73% |
$2.05M - $2.12M
|
1.3M
$124M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
21.9K+ 7.63% |
$2.02M - $2.09M
|
308K
$29.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
21.8K+ 7.28% |
$2.02M - $2.09M
|
322K
$30.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
21.6K+ 24.8% |
$1.99M - $2.06M
|
108K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21K+ 329.82% |
$1.94M - $2.01M
|
27.3K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.5K+ 4.67% |
$1.9M - $1.96M
|
460K
$43.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.4K+ 27.97% |
$1.89M - $1.95M
|
93.3K
$8.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20.3K+ 5.12% |
$1.88M - $1.95M
|
418K
$39.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
19.8K+ 21.38% |
$1.83M - $1.9M
|
113K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
19.8K+ 6.97% |
$1.83M - $1.9M
|
304K
$28.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
19.6K+ 24.36% |
$1.81M - $1.88M
|
100K
$9.53M
|
|