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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.7K+ 3.74% |
$730K - $741K
|
213K
$20.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.43KNew |
$705K - $715K
|
7.43K
$706K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
7.21K+ 0.38% |
$684K - $694K
|
1.91M
$182M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.11K+ 71.53% |
$674K - $684K
|
17K
$1.62M
|
|
|
Jan 27, 2026
Q4 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.1K+ 6.42% |
$674K - $684K
|
118K
$11.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.73K+ 3.06% |
$639K - $648K
|
227K
$21.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.5K+ 3.84% |
$616K - $625K
|
176K
$16.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
6.22K+ 236.05% |
$590K - $599K
|
8.86K
$842K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.15K+ 4.76% |
$583K - $592K
|
135K
$12.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.06K+ 9.85% |
$575K - $583K
|
67.5K
$6.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.82K+ 12.55% |
$552K - $560K
|
52.2K
$4.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.65K+ 1.96% |
$536K - $544K
|
294K
$27.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.65K+ 11.98% |
$536K - $544K
|
52.8K
$5.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
5.57KNew |
$529K - $536K
|
5.57K
$530K
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.21K+ 4.31% |
$495K - $502K
|
126K
$12M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.16KNew |
$490K - $497K
|
5.16K
$491K
|
|
|
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 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.95K+ 71.81% |
$470K - $477K
|
11.8K
$1.13M
|
|
|
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 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.31K+ 10.81% |
$409K - $415K
|
44.2K
$4.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.22K+ 12.71% |
$400K - $406K
|
37.4K
$3.56M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
4.09KNew |
$388K - $393K
|
4.09K
$389K
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.05K+ 70.23% |
$385K - $390K
|
9.82K
$934K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.01KNew |
$380K - $386K
|
4.01K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.9K+ 6.62% |
$370K - $375K
|
62.7K
$5.97M
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.87KNew |
$368K - $373K
|
3.87K
$368K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.86K+ 8.1% |
$366K - $371K
|
51.5K
$4.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
3.86K+ 11.43% |
$366K - $371K
|
37.6K
$3.58M
|
|
|
Jan 26, 2026
Q4 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.84KNew |
$364K - $369K
|
3.84K
$365K
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.73K+ 12.41% |
$354K - $359K
|
33.8K
$3.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.67K+ 265.34% |
$348K - $353K
|
5.05K
$480K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.64KNew |
$345K - $350K
|
3.64K
$346K
|
|
|
Jan 28, 2026
Q4 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
3.49K+ 2.82% |
$331K - $336K
|
127K
$12.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.45K+ 36.82% |
$327K - $332K
|
12.8K
$1.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.42KNew |
$325K - $329K
|
3.42K
$326K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.3K+ 6.25% |
$313K - $318K
|
56.2K
$5.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.29KNew |
$312K - $317K
|
3.29K
$313K
|
|
|
Jan 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.22K+ 2.13% |
$306K - $310K
|
155K
$14.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.2K+ 1.28% |
$304K - $308K
|
253K
$24M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.2K+ 35.23% |
$304K - $308K
|
12.3K
$1.17M
|
|
|
Jan 27, 2026
Q4 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.16KNew |
$300K - $304K
|
3.16K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.15K+ 3.15% |
$299K - $304K
|
103K
$9.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.12KNew |
$296K - $300K
|
3.12K
$297K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.09K+ 15.68% |
$293K - $297K
|
22.8K
$2.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.08K+ 5.24% |
$293K - $297K
|
61.9K
$5.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 2.61% |
$290K - $294K
|
120K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3K+ 1.94% |
$285K - $289K
|
158K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.94K+ 100.0% |
$279K - $283K
|
5.88K
$559K
|
|