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 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-431- 3.98% |
$43.4K - $46.1K
|
10.4K
$958K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-438- 5.67% |
$44.1K - $46.9K
|
7.29K
$672K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-443- 11.67% |
$44.6K - $47.4K
|
3.35K
$309K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-446- 5.97% |
$45K - $47.7K
|
7.03K
$648K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-450- 81.67% |
$45.4K - $48.2K
|
101
$9.31K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-479- 14.28% |
$48.3K - $51.3K
|
2.88K
$265K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-495- 11.5% |
$49.9K - $53K
|
3.81K
$351K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-521- 11.72% |
$52.5K - $55.8K
|
3.92K
$362K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-525- 20.83% |
$52.9K - $56.2K
|
2K
$184K
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-535- 6.14% |
$53.9K - $57.3K
|
8.18K
$754K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-544- 49.86% |
$54.8K - $58.2K
|
547
$50.4K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-551- 1.32% |
$55.5K - $59K
|
41.2K
$3.8M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-556- 1.15% |
$56K - $59.5K
|
47.6K
$4.39M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-561- 67.84% |
$56.5K - $60.1K
|
266
$24.5K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-578- 1.25% |
$58.3K - $61.9K
|
45.6K
$4.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-578- 11.18% |
$58.3K - $61.9K
|
4.59K
$423K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-579- 1.99% |
$58.4K - $62K
|
28.5K
$2.63M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-585- 45.67% |
$59K - $62.6K
|
696
$64.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-590- 19.22% |
$59.5K - $63.2K
|
2.48K
$229K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-595- 14.35% |
$60K - $63.7K
|
3.55K
$327K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-595- 51.92% |
$60K - $63.7K
|
551
$50.8K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-609- 9.9% |
$61.4K - $65.2K
|
5.54K
$511K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-635- 27.15% |
$64K - $68K
|
1.7K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-660- 5.68% |
$66.5K - $70.7K
|
11K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-674- 1.85% |
$67.9K - $72.2K
|
35.7K
$3.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-679- 3.09% |
$68.4K - $72.7K
|
21.3K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-708- 15.99% |
$71.4K - $75.8K
|
3.72K
$343K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-713- 8.83% |
$71.9K - $76.3K
|
7.36K
$679K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-715- 6.18% |
$72.1K - $76.5K
|
10.9K
$1M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-718- 4.64% |
$72.4K - $76.9K
|
14.7K
$1.36M
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-723- 3.11% |
$72.9K - $77.4K
|
22.5K
$2.07M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-746- 3.29% |
$75.2K - $79.9K
|
21.9K
$2.02M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-748Closed |
$75.4K - $80.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-748Closed |
$75.4K - $80.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-753- 5.66% |
$75.9K - $80.6K
|
12.6K
$1.16M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-756- 6.92% |
$76.2K - $80.9K
|
10.2K
$937K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-765- 66.12% |
$77.1K - $81.9K
|
392
$36.1K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-793- 90.63% |
$79.9K - $84.9K
|
82
$7.56K
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-800- 25.62% |
$80.6K - $85.6K
|
2.32K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-817- 55.35% |
$82.3K - $87.5K
|
659
$60.8K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-831- 26.52% |
$83.8K - $89K
|
2.3K
$212K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-839- 14.29% |
$84.6K - $89.8K
|
5.03K
$464K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-845- 42.21% |
$85.2K - $90.5K
|
1.16K
$107K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-845- 10.37% |
$85.2K - $90.5K
|
7.31K
$673K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-863- 1.59% |
$87K - $92.4K
|
53.6K
$4.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-892- 3.81% |
$89.9K - $95.5K
|
22.5K
$2.08M
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-907Closed |
$91.4K - $97.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-911- 7.65% |
$91.8K - $97.5K
|
11K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-925- 22.17% |
$93.2K - $99K
|
3.25K
$299K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-944- 13.72% |
$95.1K - $101K
|
5.93K
$547K
|