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 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-110- 50.0% |
$10.1K - $10.6K
|
110
$10.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-111- 1.07% |
$10.2K - $10.7K
|
10.3K
$950K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-121- 14.04% |
$11.1K - $11.7K
|
741
$68.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-125- 3.2% |
$11.5K - $12.1K
|
3.78K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-126- 90.65% |
$11.6K - $12.2K
|
13
$1.2K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-126- 3.32% |
$11.6K - $12.2K
|
3.67K
$339K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-127- 4.19% |
$11.6K - $12.2K
|
2.9K
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-135- 5.95% |
$12.4K - $13K
|
2.13K
$197K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-150- 15.12% |
$13.8K - $14.5K
|
842
$77.8K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-156- 5.74% |
$14.3K - $15K
|
2.56K
$237K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.5% |
$15.1K - $15.9K
|
6.43K
$594K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-180- 3.35% |
$16.5K - $17.4K
|
5.19K
$480K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-197- 0.41% |
$18.1K - $19K
|
47.4K
$4.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-199- 1.81% |
$18.2K - $19.2K
|
10.8K
$995K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-203- 6.02% |
$18.6K - $19.6K
|
3.17K
$293K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-210- 3.43% |
$19.3K - $20.3K
|
5.92K
$547K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-214- 2.1% |
$19.6K - $20.6K
|
10K
$924K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-220- 1.46% |
$20.2K - $21.2K
|
14.9K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-224- 7.2% |
$20.5K - $21.6K
|
2.89K
$267K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-243- 9.76% |
$22.3K - $23.4K
|
2.25K
$207K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-250- 0.23% |
$22.9K - $24.1K
|
106K
$9.83M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-285- 6.46% |
$26.1K - $27.5K
|
4.13K
$381K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-286- 7.98% |
$26.2K - $27.6K
|
3.3K
$305K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-314- 0.36% |
$28.8K - $30.3K
|
87.8K
$8.11M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-315- 1.1% |
$28.9K - $30.4K
|
28.2K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-318- 7.04% |
$29.2K - $30.7K
|
4.2K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-321- 8.3% |
$29.4K - $31K
|
3.55K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-337- 17.62% |
$30.9K - $32.5K
|
1.58K
$146K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-350- 9.32% |
$32.1K - $33.8K
|
3.41K
$315K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-378- 1.91% |
$34.7K - $36.5K
|
19.4K
$1.8M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-456- 2.65% |
$41.8K - $44K
|
16.7K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-458- 6.39% |
$42K - $44.2K
|
6.71K
$620K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-484- 1.4% |
$44.4K - $46.7K
|
34.2K
$3.16M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-523- 8.26% |
$48K - $50.4K
|
5.81K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-526- 4.1% |
$48.2K - $50.7K
|
12.3K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-575- 17.97% |
$52.7K - $55.5K
|
2.62K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-585- 18.08% |
$53.6K - $56.4K
|
2.65K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-590- 11.44% |
$54.1K - $56.9K
|
4.57K
$422K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-591- 86.91% |
$54.2K - $57K
|
89
$8.22K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-605- 19.48% |
$55.5K - $58.4K
|
2.5K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 0.66% |
$57.3K - $60.3K
|
94.5K
$8.73M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-644- 5.64% |
$59.1K - $62.1K
|
10.8K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-698- 4.12% |
$64K - $67.3K
|
16.3K
$1.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-753- 29.52% |
$69.1K - $72.6K
|
1.8K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-776- 6.26% |
$71.2K - $74.8K
|
11.6K
$1.07M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-829- 2.79% |
$76K - $80K
|
28.9K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-844- 9.85% |
$77.4K - $81.4K
|
7.73K
$714K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-853- 4.21% |
$78.2K - $82.3K
|
19.4K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-889- 2.93% |
$81.5K - $85.7K
|
29.5K
$2.72M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-889- 2.93% |
$81.5K - $85.7K
|
29.5K
$2.72M
|