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 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.75K+ 16.51% |
$343K - $361K
|
26.4K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.74K+ 34.97% |
$342K - $360K
|
14.4K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.7K+ 1.38% |
$339K - $356K
|
272K
$25.1M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
3.62K+ 13.68% |
$332K - $349K
|
30.1K
$2.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.61K+ 1.4% |
$331K - $348K
|
261K
$24.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
3.58K+ 67.34% |
$328K - $345K
|
8.89K
$821K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.57K+ 4.39% |
$327K - $344K
|
84.7K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.5K+ 4.57% |
$321K - $338K
|
80.1K
$7.4M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.36K+ 24.36% |
$308K - $324K
|
17.1K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.15K+ 15.99% |
$289K - $304K
|
22.9K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.12K+ 10.91% |
$286K - $301K
|
31.7K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.12K+ 62.79% |
$286K - $301K
|
8.08K
$747K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.11KNew |
$285K - $300K
|
3.11K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.08K+ 12.62% |
$282K - $297K
|
27.5K
$2.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
3.02K+ 63.77% |
$277K - $291K
|
7.76K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.01K+ 1.05% |
$276K - $290K
|
290K
$26.7M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.98KNew |
$274K - $288K
|
2.98K
$276K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.98K+ 209.73% |
$273K - $287K
|
4.4K
$406K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.96K+ 27.33% |
$271K - $285K
|
13.8K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
2.94K+ 3.33% |
$270K - $284K
|
91.2K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.88K+ 2.71% |
$264K - $278K
|
109K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.8K+ 0.47% |
$257K - $270K
|
593K
$54.8M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.78K+ 14.77% |
$254K - $268K
|
21.6K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.75KNew |
$252K - $265K
|
2.75K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 11.57% |
$251K - $264K
|
26.4K
$2.43M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.69K+ 80.63% |
$247K - $260K
|
6.03K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.65KNew |
$243K - $255K
|
2.65K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.63K+ 36.86% |
$241K - $254K
|
9.77K
$903K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.61K+ 33.65% |
$239K - $251K
|
10.3K
$956K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.56K+ 30.91% |
$235K - $247K
|
10.8K
$1M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.53KNew |
$232K - $244K
|
2.53K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.5K+ 60.42% |
$229K - $241K
|
6.63K
$612K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.5K+ 17.4% |
$229K - $241K
|
16.8K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.46K+ 60.74% |
$225K - $237K
|
6.5K
$601K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.45K+ 36.72% |
$225K - $237K
|
9.13K
$844K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.45K+ 24.44% |
$225K - $236K
|
12.5K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 48.78% |
$225K - $236K
|
7.47K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.44K+ 63.9% |
$224K - $236K
|
6.27K
$579K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.42K+ 25.87% |
$222K - $233K
|
11.8K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42K+ 8.89% |
$222K - $233K
|
29.6K
$2.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.37K+ 100.25% |
$218K - $229K
|
4.74K
$438K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$214K - $225K
|
2.34K
$216K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.32KNew |
$213K - $224K
|
2.32K
$214K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
2.28K+ 2.93% |
$209K - $220K
|
80.3K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.26KNew |
$207K - $218K
|
2.26K
$209K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.25K+ 3886.21% |
$207K - $217K
|
2.31K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.25K+ 25.5% |
$207K - $217K
|
11.1K
$1.02M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.22KNew |
$204K - $214K
|
2.22K
$205K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.22K+ 7.45% |
$203K - $214K
|
32K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.21KNew |
$203K - $213K
|
2.21K
$204K
|