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 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.9KNew |
$2.61M - $2.77M
|
25.9K
$2.39M
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
25.7K+ 30.73% |
$2.59M - $2.75M
|
109K
$10.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.2K+ 2.81% |
$2.54M - $2.69M
|
920K
$84.8M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
25K+ 22.34% |
$2.52M - $2.68M
|
137K
$12.6M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2KNew |
$2.33M - $2.48M
|
23.2K
$2.14M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
22.2KNew |
$2.24M - $2.38M
|
22.2K
$2.05M
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22.2K+ 22200.0% |
$2.24M - $2.38M
|
22.3K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
21.7KNew |
$2.19M - $2.32M
|
21.7K
$2M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
21.2KNew |
$2.13M - $2.27M
|
21.2K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.3KNew |
$1.95M - $2.07M
|
19.3K
$1.78M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 9.7% |
$1.94M - $2.06M
|
217K
$20.1M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
19.2K+ 15.11% |
$1.93M - $2.05M
|
146K
$13.5M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.4K+ 57.92% |
$1.76M - $1.87M
|
47.5K
$4.38M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
17.4K+ 57.92% |
$1.76M - $1.87M
|
47.5K
$4.38M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17.3K+ 47.39% |
$1.75M - $1.86M
|
53.9K
$4.97M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 2.22% |
$1.69M - $1.79M
|
771K
$71.1M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.4K+ 4.9% |
$1.65M - $1.76M
|
351K
$32.4M
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
15.7K+ 56.03% |
$1.58M - $1.68M
|
43.6K
$4.02M
|
|
|
May 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
15.4K+ 0.99% |
$1.55M - $1.65M
|
1.57M
$144M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15.4K+ 3.25% |
$1.55M - $1.65M
|
489K
$45.1M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 15.83% |
$1.47M - $1.57M
|
107K
$9.87M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14.5KNew |
$1.46M - $1.55M
|
14.5K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 9.98% |
$1.32M - $1.4M
|
144K
$13.3M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.1KNew |
$1.32M - $1.4M
|
13.1K
$1.2M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.7K+ 1.97% |
$1.28M - $1.36M
|
657K
$60.6M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
12.6K+ 110.26% |
$1.27M - $1.35M
|
24.1K
$2.22M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.3K+ 3.96% |
$1.24M - $1.32M
|
324K
$29.9M
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
11.7K+ 95.95% |
$1.18M - $1.26M
|
24K
$2.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.1K+ 14.95% |
$1.12M - $1.18M
|
85.1K
$7.84M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.3K+ 6.16% |
$1.03M - $1.1M
|
177K
$16.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
9.42K+ 23.69% |
$949K - $1.01M
|
49.2K
$4.53M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.25K+ 333.14% |
$932K - $990K
|
12K
$1.11M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.18K+ 19.75% |
$925K - $982K
|
55.6K
$5.13M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.18K+ 19.75% |
$925K - $982K
|
55.6K
$5.13M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.12KNew |
$919K - $976K
|
9.12K
$840K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.89KNew |
$896K - $952K
|
8.89K
$820K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.72KNew |
$879K - $934K
|
8.72K
$804K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
8.61K+ 6.63% |
$868K - $922K
|
139K
$12.8M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8.29KNew |
$836K - $888K
|
8.29K
$765K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
8.28KNew |
$834K - $886K
|
8.28K
$763K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.2K+ 2.75% |
$827K - $878K
|
306K
$28.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
8.05K+ 12.88% |
$812K - $862K
|
70.6K
$6.51M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.56K+ 11.39% |
$762K - $809K
|
73.9K
$6.81M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.5K+ 25.21% |
$756K - $803K
|
37.3K
$3.43M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.35K+ 2.89% |
$741K - $787K
|
262K
$24.1M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.25K+ 60.67% |
$731K - $776K
|
19.2K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.1K+ 22.08% |
$716K - $760K
|
39.3K
$3.62M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.82K+ 49.37% |
$687K - $730K
|
20.6K
$1.9M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.78KNew |
$683K - $726K
|
6.78K
$625K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.6KNew |
$666K - $707K
|
6.6K
$609K
|