Purchases and Sales Made in Q1 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.7M+ 43.21% |
$776M - $824M
|
25.5M
$2.34B
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.47M+ 11057.88% |
$148M - $157M
|
1.48M
$136M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.14M+ 507.98% |
$115M - $122M
|
1.36M
$125M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
644KNew |
$64.9M - $69M
|
644K
$59M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
620KNew |
$62.5M - $66.4M
|
620K
$56.8M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
619K+ 28.48% |
$62.4M - $66.3M
|
2.79M
$256M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
566K+ 29.08% |
$57M - $60.6M
|
2.51M
$230M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
517K+ 4756.14% |
$52.1M - $55.3M
|
528K
$48.3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
505K+ 4.76% |
$50.9M - $54.1M
|
11.1M
$1.02B
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
411K+ 23.48% |
$41.4M - $44M
|
2.16M
$198M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
381K+ 70.85% |
$38.4M - $40.8M
|
919K
$84.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
376K+ 5271.83% |
$37.9M - $40.3M
|
383K
$35.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
369K+ 4.66% |
$37.2M - $39.5M
|
8.29M
$759M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
253K+ 13.49% |
$25.5M - $27M
|
2.13M
$195M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
242KNew |
$24.4M - $25.9M
|
242K
$22.2M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
199K+ 3913.52% |
$20M - $21.3M
|
204K
$18.7M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
193K+ 141.9% |
$19.4M - $20.6M
|
329K
$30.1M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
186K+ 557.17% |
$18.7M - $19.9M
|
219K
$20.1M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
162K+ 6.83% |
$16.4M - $17.4M
|
2.54M
$233M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
159K+ 1.87% |
$16M - $17M
|
8.65M
$792M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
129K+ 85.42% |
$13M - $13.8M
|
279K
$25.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
98.8KNew |
$9.95M - $10.6M
|
98.8K
$9.04M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96.3KNew |
$9.71M - $10.3M
|
96.3K
$8.82M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85K+ 62.96% |
$8.56M - $9.1M
|
220K
$20.1M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
84.6K+ 22.85% |
$8.53M - $9.06M
|
455K
$41.7M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
82.8KNew |
$8.35M - $8.87M
|
82.8K
$7.58M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
79K+ 30.81% |
$7.96M - $8.46M
|
335K
$30.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
78K+ 38.1% |
$7.86M - $8.35M
|
283K
$25.9M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.8K+ 2973.22% |
$7.24M - $7.69M
|
74.2K
$6.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.4K+ 55.21% |
$6.9M - $7.33M
|
192K
$17.6M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
67.1KNew |
$6.76M - $7.18M
|
67.1K
$6.15M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66K+ 50.66% |
$6.65M - $7.06M
|
196K
$18M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
61.3K+ 12.11% |
$6.18M - $6.57M
|
568K
$52M
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
58.6K+ 20.96% |
$5.91M - $6.27M
|
338K
$31M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
58.1K+ 298.42% |
$5.85M - $6.22M
|
77.5K
$7.1M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
57.9K+ 424.92% |
$5.83M - $6.2M
|
71.5K
$6.55M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
54.3KNew |
$5.47M - $5.81M
|
54.3K
$4.97M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40.2K+ 10.15% |
$4.06M - $4.31M
|
437K
$40M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39.7K+ 460.39% |
$4M - $4.25M
|
48.3K
$4.43M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
38.4KNew |
$3.87M - $4.11M
|
38.4K
$3.52M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.2KNew |
$3.65M - $3.88M
|
36.2K
$3.32M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
34.3K+ 11.08% |
$3.46M - $3.67M
|
344K
$31.5M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
33.4K+ 27.06% |
$3.36M - $3.57M
|
157K
$14.3M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
33.4K+ 3.64% |
$3.36M - $3.57M
|
950K
$87M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
30.8KNew |
$3.1M - $3.3M
|
30.8K
$2.82M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
30.3KNew |
$3.05M - $3.24M
|
30.3K
$2.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
29.9K+ 62.23% |
$3.02M - $3.21M
|
78.1K
$7.15M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
29.8K+ 49.51% |
$3M - $3.19M
|
90K
$8.24M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
29.2K+ 8.28% |
$2.94M - $3.13M
|
382K
$35M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.5K+ 55.76% |
$2.67M - $2.83M
|
73.9K
$6.77M
|