Purchases and Sales Made in Q4 2021 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.7K- 19.95% |
$289K - $293K
|
10.8K
$1M
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.76K- 3.13% |
$295K - $299K
|
85.4K
$7.89M
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-2.81K- 1.45% |
$300K - $304K
|
191K
$17.6M
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.89K- 18.74% |
$309K - $313K
|
12.5K
$1.16M
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.9KClosed |
$310K - $314K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.01K- 7.6% |
$322K - $326K
|
36.6K
$3.38M
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.02K- 30.91% |
$324K - $327K
|
6.76K
$624K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.38KClosed |
$361K - $366K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.58K- 10.74% |
$383K - $388K
|
29.8K
$2.75M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.58KClosed |
$383K - $388K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.58KClosed |
$384K - $388K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.6KClosed |
$385K - $390K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.63KClosed |
$388K - $393K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.71K- 9.93% |
$397K - $402K
|
33.7K
$3.11M
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.73K- 6.42% |
$399K - $404K
|
54.3K
$5.02M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.76K- 25.6% |
$402K - $407K
|
10.9K
$1.01M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.82KClosed |
$409K - $414K
|
0
$0
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.87K- 11.79% |
$414K - $419K
|
28.9K
$2.67M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.93K- 17.08% |
$420K - $425K
|
19.1K
$1.76M
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-4.04K- 3.94% |
$432K - $438K
|
98.5K
$9.1M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.09KClosed |
$437K - $443K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.1K- 2.49% |
$439K - $445K
|
161K
$14.8M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.12K- 3.53% |
$441K - $446K
|
113K
$10.4M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-4.13K- 10.76% |
$442K - $448K
|
34.3K
$3.17M
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4.23K- 4.45% |
$452K - $458K
|
90.7K
$8.38M
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.36K- 24.34% |
$466K - $472K
|
13.5K
$1.25M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.39KClosed |
$470K - $476K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-4.52KClosed |
$484K - $490K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.56KClosed |
$488K - $494K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.63K- 29.78% |
$496K - $502K
|
10.9K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.66K- 10.65% |
$498K - $504K
|
39.1K
$3.61M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.72KClosed |
$505K - $511K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.08K- 8.83% |
$543K - $550K
|
52.5K
$4.85M
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.08KClosed |
$544K - $550K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.14K- 94.16% |
$550K - $557K
|
319
$29.5K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.31K- 52.99% |
$569K - $576K
|
4.71K
$435K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.54K- 32.32% |
$593K - $600K
|
11.6K
$1.07M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.69K- 2.6% |
$609K - $616K
|
213K
$19.6M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.7K- 8.77% |
$610K - $618K
|
59.4K
$5.48M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.74KClosed |
$614K - $622K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.14K- 1.1% |
$658K - $666K
|
551K
$50.9M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.57K- 48.86% |
$703K - $712K
|
6.88K
$635K
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-6.84K- 10.21% |
$732K - $741K
|
60.1K
$5.55M
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7.01K- 19.35% |
$750K - $759K
|
29.2K
$2.7M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-7.19K- 7.48% |
$770K - $779K
|
88.9K
$8.21M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.24KClosed |
$775K - $785K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-7.31K- 33.12% |
$782K - $792K
|
14.8K
$1.36M
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-7.63K- 17.29% |
$816K - $826K
|
36.5K
$3.37M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.67KClosed |
$820K - $830K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-7.73KClosed |
$828K - $838K
|
0
$0
|