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 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.79K+ 15.57% |
$163K - $168K
|
13.3K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.76K+ 104.82% |
$161K - $165K
|
3.44K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.73K+ 3.83% |
$158K - $162K
|
46.8K
$4.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.67K+ 25.1% |
$153K - $157K
|
8.34K
$770K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.61K+ 38.58% |
$147K - $151K
|
5.78K
$534K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.59K+ 8.95% |
$145K - $150K
|
19.4K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.58K+ 6.95% |
$144K - $148K
|
24.2K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.55K+ 9.22% |
$141K - $145K
|
18.3K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.53K+ 1.84% |
$140K - $144K
|
84.8K
$7.83M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.51K+ 2.05% |
$138K - $142K
|
75.3K
$6.95M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.51K+ 18.33% |
$138K - $142K
|
9.74K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.49K+ 21.41% |
$136K - $140K
|
8.43K
$778K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1.44K+ 17.07% |
$131K - $135K
|
9.85K
$910K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.4K+ 3.97% |
$128K - $132K
|
36.8K
$3.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 65.13% |
$128K - $132K
|
3.55K
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.33K+ 96.72% |
$121K - $125K
|
2.7K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.23K+ 25.17% |
$112K - $116K
|
6.11K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.19K+ 1.86% |
$109K - $112K
|
65.5K
$6.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.18K+ 4.4% |
$107K - $110K
|
27.9K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 4.79% |
$107K - $110K
|
25.7K
$2.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.12K+ 5.48% |
$102K - $105K
|
21.5K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.06K+ 2.39% |
$96.8K - $99.7K
|
45.5K
$4.2M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.05K+ 22.61% |
$95.3K - $98.2K
|
5.67K
$523K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.04K+ 17.2% |
$94.6K - $97.5K
|
7.07K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.42% |
$92.8K - $95.7K
|
30.8K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1K+ 65.06% |
$91.2K - $94K
|
2.54K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
991+ 26.73% |
$90.4K - $93.1K
|
4.7K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
972+ 17.9% |
$88.6K - $91.3K
|
6.4K
$591K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
970+ 2.42% |
$88.5K - $91.2K
|
41.1K
$3.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
965+ 2.7% |
$88K - $90.7K
|
36.7K
$3.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
963+ 23.93% |
$87.8K - $90.5K
|
4.99K
$461K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
914+ 11.28% |
$83.4K - $85.9K
|
9.02K
$833K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
866+ 402.79% |
$79K - $81.4K
|
1.08K
$99.9K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
856+ 23.54% |
$78.1K - $80.4K
|
4.49K
$415K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
852New |
$77.7K - $80.1K
|
852
$78.7K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
837+ 900.0% |
$76.3K - $78.7K
|
930
$85.9K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
829+ 0.87% |
$75.6K - $77.9K
|
96.3K
$8.89M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
827+ 5.06% |
$75.4K - $77.7K
|
17.2K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
826New |
$75.3K - $77.6K
|
826
$76.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
809+ 313.57% |
$73.8K - $76K
|
1.07K
$98.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
792New |
$72.2K - $74.4K
|
792
$73.2K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
785+ 11.11% |
$71.6K - $73.8K
|
7.85K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
769New |
$70.1K - $72.3K
|
769
$71K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
758+ 5.44% |
$69.1K - $71.2K
|
14.7K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
727+ 11.57% |
$66.3K - $68.3K
|
7.01K
$648K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
712+ 8.38% |
$64.9K - $66.9K
|
9.21K
$850K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
706+ 1.68% |
$64.4K - $66.3K
|
42.8K
$3.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
703+ 1.8% |
$64.1K - $66.1K
|
39.8K
$3.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
700+ 25.33% |
$63.8K - $65.8K
|
3.46K
$320K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
694+ 4.25% |
$63.3K - $65.2K
|
17K
$1.57M
|