Purchases and Sales Made in Q4 2025 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
183K+ 50.24% |
$17.3M - $17.6M
|
546K
$51.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
62.7K+ 1286.88% |
$5.95M - $6.03M
|
67.5K
$6.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
34.5K+ 13.39% |
$3.28M - $3.32M
|
292K
$27.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
14.4KNew |
$1.37M - $1.39M
|
14.4K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.2K+ 41.3% |
$1.06M - $1.08M
|
38.3K
$3.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.92K+ 5.31% |
$941K - $955K
|
197K
$18.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.02K+ 74.78% |
$856K - $868K
|
21.1K
$2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.65K+ 22.61% |
$821K - $833K
|
46.9K
$4.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.7K+ 3.74% |
$730K - $741K
|
213K
$20.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.11K+ 71.53% |
$674K - $684K
|
17K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.12K+ 10.29% |
$486K - $492K
|
54.8K
$5.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.97K+ 128.41% |
$471K - $478K
|
8.84K
$840K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.77K+ 4.52% |
$453K - $459K
|
110K
$10.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.32K+ 57.37% |
$410K - $416K
|
11.9K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 8.1% |
$366K - $371K
|
51.5K
$4.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.09K+ 15.68% |
$293K - $297K
|
22.8K
$2.16M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.89K+ 28.55% |
$275K - $278K
|
13K
$1.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.59KNew |
$246K - $249K
|
2.59K
$246K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
2.24KNew |
$213K - $216K
|
2.24K
$213K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.89K+ 1.47% |
$179K - $182K
|
131K
$12.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53K+ 11.25% |
$145K - $147K
|
15.1K
$1.43M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
824+ 18.16% |
$78.2K - $79.3K
|
5.36K
$510K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
743+ 8.58% |
$70.5K - $71.5K
|
9.4K
$894K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
598New |
$56.8K - $57.5K
|
598
$56.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
558+ 11.08% |
$53K - $53.7K
|
5.59K
$532K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
477+ 5.88% |
$45.3K - $45.9K
|
8.59K
$816K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
403+ 0.93% |
$38.2K - $38.8K
|
43.8K
$4.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
394+ 0.99% |
$37.4K - $37.9K
|
40K
$3.8M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
373+ 0.9% |
$35.4K - $35.9K
|
41.6K
$3.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
365New |
$34.6K - $35.1K
|
365
$34.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
307+ 2.12% |
$29.1K - $29.5K
|
14.8K
$1.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
282+ 0.28% |
$26.8K - $27.1K
|
101K
$9.62M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
216+ 1.52% |
$20.5K - $20.8K
|
14.4K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
203+ 9.27% |
$19.3K - $19.5K
|
2.39K
$228K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
188+ 494.74% |
$17.8K - $18.1K
|
226
$21.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
127+ 1.43% |
$12.1K - $12.2K
|
9.02K
$858K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
120+ 15.09% |
$11.4K - $11.5K
|
915
$87K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
97+ 0.64% |
$9.21K - $9.33K
|
15.2K
$1.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
88+ 1.36% |
$8.35K - $8.47K
|
6.56K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
85+ 3.43% |
$8.07K - $8.18K
|
2.57K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
45+ 0.08% |
$4.27K - $4.33K
|
60K
$5.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
41+ 0.62% |
$3.89K - $3.95K
|
6.61K
$628K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
33New |
$3.13K - $3.18K
|
33
$3.14K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 4.67% |
$664 - $674
|
157
$14.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 0.11% |
$190 - $192
|
1.9K
$181K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 3.13% |
$94.9 - $96.2
|
33
$3.14K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 0.18% |
$475 - $481
|
2.73K
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-19- 0.32% |
$1.8K - $1.83K
|
6K
$570K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-20- 0.89% |
$1.9K - $1.92K
|
2.22K
$211K
|
|