Purchases and Sales Made in Q1 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2024. 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, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.12M+ 542.01% |
$649M - $669M
|
8.43M
$779M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.71MNew |
$156M - $161M
|
1.71M
$158M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.53M+ 157.85% |
$139M - $143M
|
2.49M
$230M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.18MNew |
$108M - $111M
|
1.18M
$109M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.03M+ 189.53% |
$93.5M - $96.3M
|
1.57M
$145M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
951K+ 2198.56% |
$86.7M - $89.4M
|
994K
$91.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
860K+ 4.03% |
$78.4M - $80.8M
|
22.2M
$2.05B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
839K+ 127.92% |
$76.5M - $78.9M
|
1.5M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
595K+ 8.42% |
$54.2M - $55.9M
|
7.66M
$707M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
595K+ 8.42% |
$54.2M - $55.9M
|
7.66M
$707M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
528K+ 17.45% |
$48.1M - $49.6M
|
3.55M
$328M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
503KNew |
$45.9M - $47.3M
|
503K
$46.5M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
494K+ 11.85% |
$45M - $46.4M
|
4.66M
$431M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
384KNew |
$35M - $36.1M
|
384K
$35.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
301K+ 9.41% |
$27.5M - $28.3M
|
3.5M
$324M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231K+ 7.65% |
$21.1M - $21.7M
|
3.25M
$300M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
212K+ 31.63% |
$19.4M - $20M
|
884K
$81.7M
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
200KNew |
$18.2M - $18.8M
|
200K
$18.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
198KNew |
$18M - $18.6M
|
198K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
190K+ 12.88% |
$17.3M - $17.8M
|
1.66M
$154M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
184K+ 122.47% |
$16.8M - $17.3M
|
334K
$30.9M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
174K+ 134.47% |
$15.9M - $16.4M
|
303K
$28M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
165K+ 6.27% |
$15M - $15.5M
|
2.79M
$258M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
157K+ 68.16% |
$14.4M - $14.8M
|
388K
$35.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 8.81% |
$14M - $14.4M
|
1.9M
$175M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
153K+ 5.81% |
$13.9M - $14.3M
|
2.78M
$257M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
152K+ 16.82% |
$13.9M - $14.3M
|
1.06M
$97.5M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
127K+ 35.28% |
$11.6M - $12M
|
488K
$45.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
121K+ 6.4% |
$11M - $11.4M
|
2.01M
$186M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
120K+ 49.79% |
$10.9M - $11.2M
|
360K
$33.3M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
117K+ 7.28% |
$10.7M - $11M
|
1.73M
$160M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
113K+ 133.17% |
$10.3M - $10.6M
|
198K
$18.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
108K+ 92.21% |
$9.87M - $10.2M
|
225K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
107K+ 8.85% |
$9.78M - $10.1M
|
1.32M
$122M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$9.21M - $9.49M
|
101K
$9.33M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
100K+ 5.33% |
$9.12M - $9.4M
|
1.98M
$183M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
94.5K+ 21.28% |
$8.62M - $8.88M
|
539K
$49.8M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
92K+ 3.12% |
$8.39M - $8.64M
|
3.04M
$280M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90.5K+ 21.39% |
$8.25M - $8.5M
|
513K
$47.4M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80K+ 701.54% |
$7.3M - $7.52M
|
91.4K
$8.45M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76.9K+ 34.21% |
$7.01M - $7.22M
|
302K
$27.9M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75.5K+ 94.9% |
$6.89M - $7.1M
|
155K
$14.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
74.2KNew |
$6.77M - $6.98M
|
74.2K
$6.86M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
71.4K+ 5.67% |
$6.51M - $6.71M
|
1.33M
$123M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
67.7K+ 30.06% |
$6.18M - $6.37M
|
293K
$27.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.2K+ 143.16% |
$5.94M - $6.13M
|
111K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
65.1K+ 15.68% |
$5.94M - $6.12M
|
480K
$44.4M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
61.5KNew |
$5.61M - $5.78M
|
61.5K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57.5KNew |
$5.24M - $5.4M
|
57.5K
$5.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.1K+ 14.97% |
$5.12M - $5.27M
|
431K
$39.8M
|