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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.08K+ 12.81% |
$281K - $290K
|
27.2K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.05K+ 5.42% |
$278K - $286K
|
59.2K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.02KNew |
$275K - $284K
|
3.02K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.02K+ 20.13% |
$275K - $284K
|
18K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.01KNew |
$275K - $283K
|
3.01K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.98KNew |
$272K - $280K
|
2.98K
$276K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2.94K+ 7.59% |
$268K - $276K
|
41.7K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$268K - $276K
|
2.94K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.92K+ 34.15% |
$266K - $274K
|
11.5K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.89KNew |
$263K - $272K
|
2.89K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.89KNew |
$263K - $271K
|
2.89K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.78K+ 5.08% |
$253K - $261K
|
57.4K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.72KNew |
$248K - $256K
|
2.72K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.69K+ 58.01% |
$245K - $252K
|
7.32K
$676K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.64K+ 1.35% |
$241K - $248K
|
198K
$18.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.61K+ 14.29% |
$238K - $245K
|
20.9K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.48K+ 37.96% |
$226K - $233K
|
9K
$831K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.46K+ 39.27% |
$224K - $231K
|
8.73K
$806K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.44KNew |
$223K - $229K
|
2.44K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.84% |
$222K - $229K
|
65.9K
$6.09M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.39K+ 4.63% |
$218K - $224K
|
54K
$4.99M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.38KNew |
$217K - $223K
|
2.38K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.37K+ 0.44% |
$216K - $223K
|
540K
$49.9M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.36K+ 6.72% |
$215K - $222K
|
37.4K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.34KNew |
$213K - $220K
|
2.34K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.33K+ 18.06% |
$213K - $219K
|
15.3K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.32K+ 78.7% |
$211K - $218K
|
5.26K
$486K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.3K+ 2.55% |
$210K - $217K
|
92.6K
$8.55M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.28KNew |
$208K - $214K
|
2.28K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.25K+ 2.51% |
$206K - $212K
|
92.2K
$8.52M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.22KNew |
$202K - $209K
|
2.22K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$202K - $208K
|
2.21K
$204K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.21KNew |
$202K - $208K
|
2.21K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.21K+ 0.37% |
$202K - $208K
|
605K
$55.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.15K+ 0.69% |
$196K - $202K
|
315K
$29.1M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.15K+ 9.45% |
$196K - $202K
|
24.9K
$2.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.13K+ 59.97% |
$194K - $200K
|
5.68K
$525K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.11K+ 20.34% |
$192K - $198K
|
12.5K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.05K+ 1.92% |
$187K - $193K
|
109K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.04K+ 986.47% |
$186K - $192K
|
2.25K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03K+ 39.91% |
$185K - $191K
|
7.12K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.02K+ 11.41% |
$184K - $190K
|
19.7K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.02K+ 4.44% |
$184K - $190K
|
47.4K
$4.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.99K+ 5.52% |
$182K - $187K
|
38.1K
$3.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.96K+ 5.62% |
$179K - $184K
|
36.9K
$3.41M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.94K+ 14.51% |
$177K - $183K
|
15.3K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.87K+ 16.51% |
$170K - $175K
|
13.2K
$1.22M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.83K+ 31.56% |
$167K - $172K
|
7.65K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.81K+ 1927.66% |
$165K - $170K
|
1.91K
$176K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.8K+ 7.15% |
$164K - $169K
|
27K
$2.49M
|