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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
32+ 11.03% |
$2.92K - $3.01K
|
322
$29.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
29+ 1.72% |
$2.64K - $2.73K
|
1.72K
$159K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.64% |
$2.55K - $2.63K
|
4.38K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 0.82% |
$2.46K - $2.54K
|
3.33K
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23+ 0.53% |
$2.1K - $2.16K
|
4.37K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19New |
$1.73K - $1.79K
|
19
$1.76K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19+ 2.97% |
$1.73K - $1.79K
|
659
$60.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
18+ 0.1% |
$1.64K - $1.69K
|
18.1K
$1.67M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18+ 0.66% |
$1.64K - $1.69K
|
2.76K
$255K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18New |
$1.64K - $1.69K
|
18
$1.66K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
16+ 1.32% |
$1.46K - $1.5K
|
1.23K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
16+ 0.59% |
$1.46K - $1.5K
|
2.75K
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
14New |
$1.28K - $1.32K
|
14
$1.29K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14+ 1400.0% |
$1.28K - $1.32K
|
15
$1.39K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
13+ 0.02% |
$1.19K - $1.22K
|
84.5K
$7.81M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12New |
$1.09K - $1.13K
|
12
$1.11K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 25.0% |
$1K - $1.03K
|
55
$5.08K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10+ 1.22% |
$912 - $940
|
829
$76.6K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.58% |
$912 - $940
|
1.72K
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
10+ 0.44% |
$912 - $940
|
2.29K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 18.75% |
$274 - $282
|
19
$1.76K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.01% |
$91.2 - $94
|
10.1K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.44% |
$91.2 - $94
|
42
$3.88K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.29% |
$91.2 - $94
|
340
$31.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.38% |
$91.2 - $94
|
261
$24.1K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$91.2 - $94
|
7.17K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-10- 0.36% |
$912 - $940
|
2.75K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.23% |
$1.09K - $1.13K
|
5.2K
$480K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-12- 17.91% |
$1.09K - $1.13K
|
55
$5.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14- 50.0% |
$1.28K - $1.32K
|
14
$1.29K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-20- 0.63% |
$1.82K - $1.88K
|
3.15K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-35- 0.02% |
$3.19K - $3.29K
|
206K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.54% |
$3.19K - $3.29K
|
6.45K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38- 0.08% |
$3.47K - $3.57K
|
47.9K
$4.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-39- 0.06% |
$3.56K - $3.67K
|
70.2K
$6.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-48- 3.54% |
$4.38K - $4.51K
|
1.31K
$121K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-54- 4.78% |
$4.92K - $5.07K
|
1.08K
$99.4K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-56- 1.61% |
$5.11K - $5.26K
|
3.42K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-56- 32.0% |
$5.11K - $5.26K
|
119
$11K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-59- 4.23% |
$5.38K - $5.54K
|
1.34K
$123K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 2.33% |
$5.75K - $5.92K
|
2.64K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-65- 0.11% |
$5.93K - $6.11K
|
58.3K
$5.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-73- 0.73% |
$6.66K - $6.86K
|
9.9K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-80- 2.93% |
$7.3K - $7.52K
|
2.65K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-91- 0.78% |
$8.3K - $8.55K
|
11.5K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-95- 1.79% |
$8.66K - $8.93K
|
5.21K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-100- 50.0% |
$9.12K - $9.4K
|
100
$9.24K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-101- 26.72% |
$9.21K - $9.49K
|
277
$25.6K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-113- 4.26% |
$10.3K - $10.6K
|
2.54K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-113- 0.73% |
$10.3K - $10.6K
|
15.3K
$1.42M
|