Purchases and Sales Made in Q1 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.83M+ 154.58% |
$902M - $948M
|
16.2M
$1.5B
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.63M+ 18.7% |
$424M - $446M
|
29.4M
$2.71B
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.35M+ 107.47% |
$216M - $227M
|
4.54M
$420M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.88MNew |
$173M - $182M
|
1.88M
$174M
|
|
|
May 09, 2023
Q1 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.3MNew |
$119M - $125M
|
1.3M
$120M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.16M+ 53.63% |
$107M - $112M
|
3.33M
$307M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
957K+ 18392.14% |
$87.7M - $92.3M
|
962K
$88.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
812K+ 35.55% |
$74.4M - $78.3M
|
3.09M
$286M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
795K+ 125.84% |
$72.9M - $76.7M
|
1.43M
$132M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
789K+ 38.65% |
$72.4M - $76.1M
|
2.83M
$262M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
560K+ 159.7% |
$51.4M - $54.1M
|
911K
$84.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
530K+ 7.39% |
$48.6M - $51.1M
|
7.7M
$711M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
504K+ 4.88% |
$46.2M - $48.6M
|
10.8M
$1B
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
457K+ 20.82% |
$41.9M - $44.1M
|
2.65M
$245M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
418K+ 34.67% |
$38.3M - $40.3M
|
1.62M
$150M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
358K+ 25.49% |
$32.8M - $34.5M
|
1.76M
$163M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
356K+ 3970.71% |
$32.6M - $34.3M
|
365K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
323K+ 21.44% |
$29.6M - $31.1M
|
1.83M
$169M
|
|
|
May 12, 2023
Q1 2023
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
305K+ 564.81% |
$28M - $29.4M
|
359K
$33.2M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260K+ 1.14% |
$23.8M - $25.1M
|
23M
$2.12B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
246K+ 894.17% |
$22.5M - $23.7M
|
273K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
190KNew |
$17.4M - $18.3M
|
190K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
181K+ 22.73% |
$16.6M - $17.5M
|
978K
$90.3M
|
|
|
May 15, 2023
Q1 2023
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
180KNew |
$16.5M - $17.3M
|
180K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173K+ 17.7% |
$15.9M - $16.7M
|
1.15M
$106M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
172KNew |
$15.8M - $16.6M
|
172K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
168K+ 69.9% |
$15.4M - $16.2M
|
408K
$37.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
167K+ 19.12% |
$15.3M - $16.1M
|
1.04M
$96M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
165K+ 6.3% |
$15.1M - $15.9M
|
2.79M
$257M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
163K+ 12.98% |
$14.9M - $15.7M
|
1.42M
$131M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
154K+ 34.79% |
$14.1M - $14.9M
|
597K
$55.2M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
150KNew |
$13.8M - $14.5M
|
150K
$13.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
148K+ 6.47% |
$13.6M - $14.3M
|
2.44M
$225M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
146K+ 5.48% |
$13.4M - $14.1M
|
2.81M
$259M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
141KNew |
$12.9M - $13.6M
|
141K
$13M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
140K+ 12.91% |
$12.8M - $13.5M
|
1.23M
$113M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
140K+ 12.91% |
$12.8M - $13.5M
|
1.23M
$113M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
139KNew |
$12.7M - $13.4M
|
139K
$12.8M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
134K+ 5978.74% |
$12.3M - $12.9M
|
136K
$12.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
128K+ 111.3% |
$11.7M - $12.3M
|
243K
$22.4M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
125K+ 819.87% |
$11.5M - $12.1M
|
141K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
118K+ 65.97% |
$10.8M - $11.4M
|
298K
$27.5M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
112KNew |
$10.3M - $10.8M
|
112K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 11.93% |
$9.53M - $10M
|
975K
$90.1M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
97.3K+ 4.78% |
$8.92M - $9.38M
|
2.13M
$197M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
94.2KNew |
$8.64M - $9.09M
|
94.2K
$8.7M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
94.1KNew |
$8.63M - $9.08M
|
94.1K
$8.7M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
89.5K+ 22.69% |
$8.21M - $8.63M
|
484K
$44.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
89.3KNew |
$8.19M - $8.62M
|
89.3K
$8.25M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87.6K+ 180.95% |
$8.04M - $8.45M
|
136K
$12.6M
|