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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.01K+ 7.88% |
$821K - $846K
|
123K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9K+ 180.0% |
$821K - $846K
|
14K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.98K+ 5.55% |
$819K - $844K
|
171K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.95K+ 5.29% |
$817K - $841K
|
178K
$16.4M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.77K+ 4.92% |
$800K - $824K
|
187K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.61K+ 47.15% |
$785K - $809K
|
26.9K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
8.5K+ 12.66% |
$775K - $799K
|
75.6K
$6.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.5K+ 8.96% |
$775K - $799K
|
103K
$9.55M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.47K+ 7.66% |
$773K - $796K
|
119K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.4K+ 207.26% |
$766K - $789K
|
12.5K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.14K+ 26.9% |
$742K - $765K
|
38.4K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.14K+ 26.28% |
$742K - $765K
|
39.1K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.09KNew |
$737K - $760K
|
8.09K
$747K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.06K+ 10.31% |
$735K - $757K
|
86.2K
$7.97M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
7.88KNew |
$719K - $741K
|
7.88K
$728K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.86K+ 35.29% |
$717K - $739K
|
30.1K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7.69K+ 23.0% |
$701K - $723K
|
41.1K
$3.8M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.66K+ 13.43% |
$699K - $720K
|
64.8K
$5.98M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.62K+ 32.59% |
$695K - $716K
|
31K
$2.86M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
7.58KNew |
$691K - $712K
|
7.58K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.56K+ 18.04% |
$690K - $711K
|
49.5K
$4.57M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.44K+ 8.25% |
$678K - $699K
|
97.6K
$9.02M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.41K+ 34.68% |
$676K - $696K
|
28.8K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.35K+ 2.11% |
$670K - $690K
|
355K
$32.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
7.27K+ 17.72% |
$663K - $683K
|
48.3K
$4.46M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.06K+ 4.12% |
$644K - $664K
|
179K
$16.5M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7K+ 20.9% |
$638K - $658K
|
40.5K
$3.74M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
6.86K+ 7.13% |
$626K - $645K
|
103K
$9.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.79K+ 2.95% |
$619K - $638K
|
237K
$21.9M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.69K+ 6.28% |
$610K - $628K
|
113K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.55K+ 27.23% |
$597K - $615K
|
30.6K
$2.83M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.53K+ 3.11% |
$596K - $614K
|
217K
$20M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
6.51K+ 5.43% |
$594K - $612K
|
126K
$11.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.44K+ 4.87% |
$587K - $605K
|
139K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.35K+ 13.76% |
$579K - $597K
|
52.5K
$4.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.07K+ 2.64% |
$553K - $570K
|
236K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.06KNew |
$553K - $570K
|
6.06K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.04K+ 6.5% |
$551K - $568K
|
99K
$9.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.02K+ 1.49% |
$549K - $565K
|
409K
$37.7M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.94KNew |
$542K - $558K
|
5.94K
$549K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.89K+ 11.98% |
$538K - $554K
|
55.1K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.78K+ 13.1% |
$527K - $543K
|
49.9K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.53K+ 28.46% |
$504K - $520K
|
24.9K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.43K+ 5.4% |
$495K - $510K
|
106K
$9.79M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.39K+ 242.57% |
$491K - $506K
|
7.61K
$702K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.34KNew |
$487K - $502K
|
5.34K
$493K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.34KNew |
$487K - $502K
|
5.34K
$493K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.18K+ 37.07% |
$473K - $487K
|
19.2K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.18K+ 7.42% |
$472K - $486K
|
74.9K
$6.92M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.12K+ 11.19% |
$467K - $481K
|
50.9K
$4.7M
|