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 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-16.6K- 22.24% |
$1.52M - $1.56M
|
58.2K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.1K- 1.11% |
$1.56M - $1.61M
|
1.53M
$141M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.5K- 7.99% |
$1.59M - $1.64M
|
201K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-17.6K- 68.33% |
$1.6M - $1.65M
|
8.16K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-17.7K- 55.59% |
$1.61M - $1.66M
|
14.1K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18.2K- 65.97% |
$1.66M - $1.71M
|
9.37K
$865K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.8K- 12.0% |
$1.71M - $1.76M
|
138K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-19.6K- 19.36% |
$1.79M - $1.84M
|
81.7K
$7.55M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.1K- 20.49% |
$2.02M - $2.08M
|
85.8K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-24.5K- 83.28% |
$2.24M - $2.31M
|
4.93K
$455K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25K- 76.48% |
$2.28M - $2.35M
|
7.7K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-26.4K- 51.22% |
$2.4M - $2.48M
|
25.1K
$2.32M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.1K- 0.35% |
$2.47M - $2.54M
|
7.66M
$707M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-28.2K- 50.13% |
$2.57M - $2.65M
|
28K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-30K- 13.66% |
$2.74M - $2.82M
|
190K
$17.5M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-30.8K- 88.82% |
$2.81M - $2.9M
|
3.88K
$358K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-30.8K- 20.85% |
$2.81M - $2.9M
|
117K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-31.9K- 5.63% |
$2.91M - $3M
|
535K
$49.4M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-32.6K- 6.85% |
$2.97M - $3.06M
|
443K
$41M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.9K- 6.46% |
$3.18M - $3.28M
|
505K
$46.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-37K- 34.96% |
$3.37M - $3.47M
|
68.8K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.2K- 0.32% |
$3.94M - $4.06M
|
13.6M
$1.26B
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.8K- 6.61% |
$4.36M - $4.49M
|
676K
$62.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-50.2K- 85.39% |
$4.57M - $4.71M
|
8.58K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.4KClosed |
$4.69M - $4.83M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-52.3K- 48.44% |
$4.77M - $4.92M
|
55.7K
$5.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-52.8K- 39.82% |
$4.82M - $4.96M
|
79.8K
$7.37M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-58.2K- 72.21% |
$5.31M - $5.47M
|
22.4K
$2.07M
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-66.2K- 86.48% |
$6.04M - $6.22M
|
10.4K
$957K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-73.3K- 21.98% |
$6.68M - $6.88M
|
260K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-80.6K- 10.94% |
$7.35M - $7.58M
|
656K
$60.6M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-84.4K- 46.76% |
$7.7M - $7.93M
|
96.1K
$8.88M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-92.1K- 1.69% |
$8.4M - $8.65M
|
5.37M
$496M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-104K- 73.36% |
$9.51M - $9.8M
|
37.9K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-126K- 43.9% |
$11.5M - $11.8M
|
161K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-134K- 41.51% |
$12.2M - $12.6M
|
189K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-134K- 31.5% |
$12.2M - $12.6M
|
291K
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-156K- 99.4% |
$14.2M - $14.7M
|
939
$86.7K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-160K- 7.37% |
$14.6M - $15M
|
2.01M
$186M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-178K- 68.86% |
$16.3M - $16.8M
|
80.7K
$7.45M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-180K- 82.43% |
$16.4M - $16.9M
|
38.3K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-184K- 7.07% |
$16.8M - $17.3M
|
2.42M
$223M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-200K- 39.7% |
$18.2M - $18.8M
|
304K
$28M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-313K- 1.82% |
$28.5M - $29.4M
|
16.9M
$1.56B
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-343K- 99.05% |
$31.3M - $32.2M
|
3.28K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.36M- 72.42% |
$124M - $128M
|
518K
$47.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.46M- 70.69% |
$133M - $137M
|
604K
$55.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67M- 84.0% |
$153M - $157M
|
319K
$29.4M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.81M- 99.99% |
$257M - $265M
|
300
$27.7K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.78M- 5.02% |
$345M - $355M
|
71.5M
$6.61B
|