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 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 33.98% |
$1.43M - $1.51M
|
61.6K
$5.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 51.8% |
$1.42M - $1.5M
|
45.4K
$4.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.3K+ 44.15% |
$1.4M - $1.48M
|
50K
$4.62M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 72.25% |
$1.32M - $1.39M
|
34.3K
$3.17M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14.3K+ 23.47% |
$1.31M - $1.38M
|
75K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$1.3M - $1.37M
|
14.2K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.9K+ 514.07% |
$1.27M - $1.34M
|
16.6K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.8K+ 7.08% |
$1.27M - $1.33M
|
209K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
13.8K+ 3064.59% |
$1.26M - $1.33M
|
14.2K
$1.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
13.6K+ 5.11% |
$1.25M - $1.31M
|
280K
$25.8M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
13.5K+ 33.44% |
$1.24M - $1.31M
|
54K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13.3KNew |
$1.22M - $1.28M
|
13.3K
$1.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.2K+ 22.22% |
$1.21M - $1.27M
|
72.6K
$6.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
13.1K+ 166.67% |
$1.2M - $1.26M
|
20.9K
$1.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
13KNew |
$1.2M - $1.26M
|
13K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
12.8K+ 26.93% |
$1.18M - $1.24M
|
60.5K
$5.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
12.5K+ 48.49% |
$1.15M - $1.21M
|
38.4K
$3.55M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.5K+ 31.71% |
$1.15M - $1.21M
|
52K
$4.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 255.13% |
$1.13M - $1.18M
|
17.1K
$1.58M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 29.9% |
$1.09M - $1.14M
|
51.5K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 44.89% |
$1.08M - $1.13M
|
38K
$3.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.6K+ 73.47% |
$1.07M - $1.12M
|
27.5K
$2.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.2K+ 13.15% |
$1.03M - $1.08M
|
96.7K
$8.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.2K+ 211.13% |
$1.03M - $1.08M
|
16.5K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 19.59% |
$1.02M - $1.07M
|
68K
$6.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
10.9K+ 6.05% |
$1M - $1.05M
|
191K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
10.7K+ 23.38% |
$982K - $1.03M
|
56.5K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.5K+ 25.0% |
$966K - $1.02M
|
52.7K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.4K+ 34.16% |
$958K - $1.01M
|
41K
$3.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
10.2K+ 6.26% |
$939K - $988K
|
174K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10K+ 25.16% |
$917K - $965K
|
49.8K
$4.6M
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
10KNew |
$917K - $965K
|
10K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.99K+ 3.02% |
$916K - $964K
|
341K
$31.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.97K+ 6.91% |
$914K - $961K
|
154K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.95K+ 48.5% |
$913K - $960K
|
30.5K
$2.82M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.77K+ 39.08% |
$896K - $942K
|
34.8K
$3.21M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
9.56K+ 6.75% |
$877K - $922K
|
151K
$14M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
9.5K+ 2.24% |
$871K - $916K
|
433K
$40M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.41K+ 237.46% |
$863K - $907K
|
13.4K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.34K+ 13.8% |
$857K - $901K
|
77K
$7.12M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.15K+ 2.9% |
$839K - $882K
|
325K
$30M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.64KNew |
$792K - $833K
|
8.64K
$798K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.61K+ 12.45% |
$789K - $830K
|
77.7K
$7.18M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.42K+ 3.84% |
$772K - $812K
|
228K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.35K+ 30.77% |
$766K - $806K
|
35.5K
$3.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.31KNew |
$762K - $801K
|
8.31K
$768K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.88K+ 165.2% |
$722K - $760K
|
12.6K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
7.75KNew |
$711K - $748K
|
7.75K
$716K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
7.7KNew |
$706K - $743K
|
7.7K
$712K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
7.64KNew |
$701K - $737K
|
7.64K
$706K
|