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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.96KNew |
$298K - $317K
|
2.96K
$273K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
2.93KNew |
$295K - $314K
|
2.93K
$270K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.91KNew |
$293K - $312K
|
2.91K
$268K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.89K+ 6.24% |
$291K - $309K
|
49.1K
$4.53M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.88KNew |
$290K - $308K
|
2.88K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.81K+ 8.84% |
$283K - $301K
|
34.6K
$3.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.79K+ 1.3% |
$282K - $299K
|
217K
$20M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.72KNew |
$274K - $291K
|
2.72K
$251K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72K+ 9.5% |
$274K - $291K
|
31.4K
$2.89M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.72KNew |
$274K - $291K
|
2.72K
$251K
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
2.67KNew |
$269K - $286K
|
2.67K
$246K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
2.62K+ 3.08% |
$264K - $280K
|
87.6K
$8.07M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.46K+ 51.79% |
$248K - $264K
|
7.22K
$665K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$244K - $259K
|
2.42K
$223K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.41KNew |
$243K - $258K
|
2.41K
$222K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.37KNew |
$239K - $254K
|
2.37K
$219K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.37K+ 53.37% |
$239K - $253K
|
6.8K
$627K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.34KNew |
$236K - $251K
|
2.34K
$216K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.34KNew |
$235K - $250K
|
2.34K
$215K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.32K+ 1.16% |
$234K - $248K
|
202K
$18.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.26KNew |
$228K - $242K
|
2.26K
$208K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.21KNew |
$223K - $236K
|
2.21K
$204K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$222K - $236K
|
2.2K
$203K
|
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.19K+ 80.01% |
$221K - $234K
|
4.93K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.17KNew |
$218K - $232K
|
2.17K
$200K
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.12KNew |
$214K - $227K
|
2.12K
$195K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
2.1K+ 16.74% |
$212K - $225K
|
14.7K
$1.35M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
2.1K+ 16.93% |
$212K - $225K
|
14.5K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.1KNew |
$212K - $225K
|
2.1K
$194K
|
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
2.09K+ 2.12% |
$210K - $223K
|
101K
$9.27M
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.08KNew |
$209K - $222K
|
2.08K
$191K
|
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 69066.67% |
$209K - $222K
|
2.08K
$191K
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.03K+ 3.87% |
$205K - $217K
|
54.5K
$5.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.03K+ 3.95% |
$205K - $217K
|
53.4K
$4.93M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.03K+ 14.44% |
$204K - $217K
|
16.1K
$1.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2K+ 20.13% |
$201K - $214K
|
11.9K
$1.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2KNew |
$201K - $214K
|
2K
$184K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.98K+ 9.26% |
$200K - $212K
|
23.4K
$2.16M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.97KNew |
$198K - $210K
|
1.97K
$181K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.95K+ 21.85% |
$197K - $209K
|
10.9K
$1M
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
1.84K+ 10.16% |
$185K - $197K
|
19.9K
$1.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.8K+ 8.51% |
$182K - $193K
|
23K
$2.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1.7K+ 18.16% |
$172K - $182K
|
11.1K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.59K+ 1.76% |
$160K - $170K
|
91.7K
$8.46M
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
1.53K+ 6.03% |
$154K - $164K
|
26.9K
$2.48M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.4K+ 40.25% |
$141K - $150K
|
4.88K
$450K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 58.6% |
$137K - $145K
|
3.67K
$338K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 8.41% |
$134K - $143K
|
17.2K
$1.59M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.3K+ 12.62% |
$131K - $139K
|
11.6K
$1.07M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.18KNew |
$119K - $127K
|
1.18K
$109K
|