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 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-968- 10.64% |
$88.8K - $93.4K
|
8.13K
$751K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-978- 6.25% |
$89.7K - $94.3K
|
14.7K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 22.22% |
$91.7K - $96.5K
|
3.5K
$323K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.05K- 11.33% |
$96.3K - $101K
|
8.22K
$759K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.16K- 30.93% |
$106K - $111K
|
2.58K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.16K- 45.71% |
$106K - $112K
|
1.38K
$127K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.17K- 22.92% |
$107K - $113K
|
3.94K
$364K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 1.33% |
$112K - $118K
|
90.9K
$8.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.23K- 1.33% |
$112K - $118K
|
90.9K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.23K- 9.23% |
$112K - $118K
|
12K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.31K- 22.53% |
$120K - $127K
|
4.52K
$417K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.32K- 32.07% |
$121K - $127K
|
2.79K
$257K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.34K- 0.82% |
$123K - $129K
|
162K
$15M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.37K- 9.16% |
$125K - $132K
|
13.5K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.44K- 5.02% |
$132K - $139K
|
27.2K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.47K- 39.37% |
$135K - $142K
|
2.26K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 89.56% |
$139K - $146K
|
177
$16.3K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 0.25% |
$141K - $148K
|
604K
$55.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 7.41% |
$145K - $152K
|
19.8K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.6K- 11.55% |
$147K - $154K
|
12.3K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.6K- 46.9% |
$147K - $155K
|
1.81K
$168K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.63K- 1.27% |
$150K - $157K
|
127K
$11.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.64K- 10.05% |
$150K - $158K
|
14.7K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.64K- 19.17% |
$151K - $159K
|
6.93K
$640K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.71K- 40.07% |
$157K - $165K
|
2.56K
$236K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.72K- 27.61% |
$158K - $166K
|
4.51K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.91K- 8.52% |
$175K - $184K
|
20.5K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.95K- 16.87% |
$179K - $188K
|
9.6K
$886K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.01K- 10.39% |
$185K - $194K
|
17.4K
$1.6M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 99.86% |
$191K - $201K
|
3
$277
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.11K- 10.73% |
$193K - $203K
|
17.5K
$1.62M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.11K- 3.04% |
$194K - $204K
|
67.3K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.21K- 8.07% |
$203K - $213K
|
25.2K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.24K- 70.43% |
$205K - $216K
|
940
$86.8K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.29K- 4.69% |
$210K - $221K
|
46.6K
$4.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-2.42K- 14.94% |
$222K - $234K
|
13.8K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.56K- 2.33% |
$235K - $247K
|
107K
$9.93M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2.63K- 6.59% |
$241K - $253K
|
37.2K
$3.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.7K- 37.78% |
$248K - $261K
|
4.45K
$411K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.91K- 93.63% |
$267K - $281K
|
198
$18.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.14K- 18.36% |
$288K - $303K
|
14K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.21K- 12.21% |
$295K - $310K
|
23.1K
$2.13M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.32K- 16.72% |
$304K - $320K
|
16.5K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.41K- 2.76% |
$312K - $329K
|
120K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-3.97K- 3.77% |
$364K - $383K
|
101K
$9.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-4.17K- 19.43% |
$382K - $402K
|
17.3K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4.23K- 13.05% |
$388K - $408K
|
28.2K
$2.6M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.28K- 38.87% |
$392K - $412K
|
6.73K
$621K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-4.46K- 2.76% |
$409K - $430K
|
157K
$14.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.72K- 7.44% |
$433K - $455K
|
58.7K
$5.42M
|