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 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
6.56KNew |
$662K - $703K
|
6.56K
$601K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.52K+ 7.96% |
$657K - $698K
|
88.4K
$8.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.49K+ 3.05% |
$654K - $695K
|
219K
$20.1M
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
6.45K+ 44.43% |
$650K - $690K
|
21K
$1.92M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.23K+ 3.52% |
$628K - $667K
|
183K
$16.8M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
6.19K+ 15.43% |
$624K - $663K
|
46.3K
$4.24M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.02K+ 23.04% |
$606K - $644K
|
32.1K
$2.94M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.9KNew |
$595K - $632K
|
5.9K
$540K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
5.85K+ 236.17% |
$590K - $626K
|
8.33K
$763K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.76K+ 220.4% |
$580K - $617K
|
8.37K
$767K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.62K+ 33.95% |
$566K - $601K
|
22.2K
$2.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
5.42K+ 47.77% |
$546K - $580K
|
16.8K
$1.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.37K+ 22.26% |
$542K - $575K
|
29.5K
$2.7M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.33KNew |
$537K - $571K
|
5.33K
$488K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.29K+ 24.49% |
$533K - $566K
|
26.9K
$2.46M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.01KNew |
$505K - $536K
|
5.01K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5KNew |
$504K - $535K
|
5K
$458K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.98K+ 31.54% |
$502K - $533K
|
20.8K
$1.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.87KNew |
$491K - $521K
|
4.87K
$446K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.82K+ 1.93% |
$486K - $516K
|
254K
$23.3M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.76KNew |
$480K - $510K
|
4.76K
$436K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.71K+ 90.66% |
$474K - $504K
|
9.9K
$907K
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.67K+ 104.24% |
$470K - $500K
|
9.14K
$837K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.56K+ 7.43% |
$460K - $488K
|
66K
$6.04M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
4.43K+ 2.77% |
$446K - $474K
|
164K
$15M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
4.41K+ 89.15% |
$445K - $473K
|
9.37K
$858K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
4.4K+ 15.09% |
$444K - $471K
|
33.6K
$3.08M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.3K+ 7.16% |
$434K - $461K
|
64.4K
$5.9M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.28K+ 7.21% |
$431K - $458K
|
63.6K
$5.83M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.25KNew |
$428K - $455K
|
4.25K
$389K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.2K+ 43.43% |
$423K - $450K
|
13.9K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.2K+ 1.68% |
$423K - $449K
|
254K
$23.3M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
4.17K+ 12.14% |
$420K - $446K
|
38.5K
$3.52M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$412K - $437K
|
4.09K
$374K
|
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.06K+ 1.29% |
$409K - $435K
|
319K
$29.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
4.05K+ 4.88% |
$408K - $434K
|
87K
$7.97M
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.93K+ 3.67% |
$396K - $420K
|
111K
$10.1M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.92K+ 0.46% |
$395K - $420K
|
863K
$79M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$391K - $416K
|
3.88K
$356K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.88K+ 23.92% |
$391K - $415K
|
20.1K
$1.84M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
3.81K+ 36.43% |
$384K - $408K
|
14.3K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.58K+ 5.87% |
$361K - $384K
|
64.6K
$5.92M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.53KNew |
$356K - $378K
|
3.53K
$323K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.45KNew |
$348K - $370K
|
3.45K
$316K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 47.14% |
$337K - $358K
|
10.4K
$957K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.31KNew |
$334K - $355K
|
3.31K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.09K+ 4.61% |
$312K - $331K
|
70.2K
$6.43M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.03KNew |
$305K - $324K
|
3.03K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.03K+ 1.28% |
$305K - $324K
|
240K
$21.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.96KNew |
$298K - $317K
|
2.96K
$271K
|