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 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
54.9KNew |
$5.01M - $5.16M
|
54.9K
$5.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
54.8K+ 4.15% |
$5M - $5.15M
|
1.38M
$127M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
54.6K+ 39.07% |
$4.98M - $5.14M
|
194K
$18M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
54K+ 1994.24% |
$4.92M - $5.07M
|
56.7K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53.5K+ 16.77% |
$4.88M - $5.03M
|
372K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
51.9KNew |
$4.74M - $4.88M
|
51.9K
$4.8M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
50KNew |
$4.56M - $4.7M
|
50K
$4.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
47.3K+ 25.47% |
$4.32M - $4.45M
|
233K
$21.5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
47.1K+ 8.36% |
$4.3M - $4.43M
|
611K
$56.4M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
46.8K+ 239.93% |
$4.27M - $4.4M
|
66.3K
$6.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
43.6K+ 13.95% |
$3.98M - $4.1M
|
356K
$32.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
43.1K+ 1.93% |
$3.93M - $4.05M
|
2.28M
$210M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
42KNew |
$3.83M - $3.95M
|
42K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.7K+ 25603.07% |
$3.81M - $3.92M
|
41.9K
$3.87M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
41.3K+ 66.51% |
$3.76M - $3.88M
|
103K
$9.55M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
40.1KNew |
$3.66M - $3.77M
|
40.1K
$3.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 41.46% |
$3.59M - $3.7M
|
134K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
38.9KNew |
$3.55M - $3.65M
|
38.9K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38.4KNew |
$3.51M - $3.61M
|
38.4K
$3.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
37.8K+ 684.66% |
$3.45M - $3.55M
|
43.3K
$4M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
37.6K+ 39988.3% |
$3.43M - $3.53M
|
37.7K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.3K+ 264.75% |
$3.4M - $3.5M
|
51.4K
$4.75M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
37.2K+ 18.72% |
$3.39M - $3.49M
|
236K
$21.8M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37.1K+ 2.57% |
$3.38M - $3.49M
|
1.48M
$137M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
35.8K+ 1209.85% |
$3.26M - $3.36M
|
38.7K
$3.58M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
34.8K+ 29.36% |
$3.18M - $3.27M
|
154K
$14.2M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
33.6K+ 10.96% |
$3.06M - $3.16M
|
340K
$31.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
32K+ 581.4% |
$2.92M - $3.01M
|
37.5K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
31.4K+ 37.73% |
$2.86M - $2.95M
|
115K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
30.9K+ 15.03% |
$2.82M - $2.9M
|
236K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
30.3K+ 206.84% |
$2.76M - $2.85M
|
45K
$4.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
28.4K+ 5.78% |
$2.59M - $2.67M
|
520K
$48M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
28.4K+ 83.08% |
$2.59M - $2.67M
|
62.5K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.4K+ 2.3% |
$2.59M - $2.66M
|
1.26M
$117M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
27.9K+ 4.59% |
$2.55M - $2.62M
|
636K
$58.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 17.69% |
$2.5M - $2.58M
|
182K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
27.4K+ 477.59% |
$2.5M - $2.57M
|
33.1K
$3.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.4K+ 47.54% |
$2.5M - $2.57M
|
84.9K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
26.7K+ 1.84% |
$2.44M - $2.51M
|
1.48M
$137M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
26.5K+ 71.55% |
$2.41M - $2.49M
|
63.5K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.8K+ 39.15% |
$2.26M - $2.33M
|
88.3K
$8.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24.6K+ 5.6% |
$2.24M - $2.31M
|
464K
$42.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.6K+ 33.92% |
$2.15M - $2.21M
|
93K
$8.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.5K+ 9.54% |
$2.15M - $2.21M
|
270K
$25M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.9K+ 10.28% |
$2.09M - $2.15M
|
246K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.9K+ 81.04% |
$2.09M - $2.15M
|
51.1K
$4.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
22.9KNew |
$2.08M - $2.15M
|
22.9K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22.6K+ 36.61% |
$2.06M - $2.12M
|
84.2K
$7.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
21.3K+ 25.38% |
$1.94M - $2M
|
105K
$9.7M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
21.2KNew |
$1.93M - $1.99M
|
21.2K
$1.96M
|