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 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-24.6K- 53.87% |
$2.63M - $2.66M
|
21.1K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 22.87% |
$2.63M - $2.66M
|
82.9K
$7.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.9K- 28.53% |
$2.67M - $2.7M
|
62.4K
$5.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-25.4K- 30.59% |
$2.72M - $2.75M
|
57.7K
$5.4M
|
|
|
May 19, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-25.6K- 74.53% |
$2.74M - $2.77M
|
8.74K
$819K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.7K- 34.15% |
$2.85M - $2.89M
|
51.4K
$4.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-29.3K- 11.62% |
$3.13M - $3.17M
|
223K
$20.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29.4K- 86.8% |
$3.15M - $3.19M
|
4.48K
$419K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-30K- 18.8% |
$3.21M - $3.25M
|
130K
$12.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32.2KClosed |
$3.44M - $3.49M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-32.4K- 45.11% |
$3.47M - $3.51M
|
39.5K
$3.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.8K- 29.68% |
$3.51M - $3.55M
|
77.7K
$7.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-33.4KClosed |
$3.57M - $3.62M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-34.4K- 11.89% |
$3.68M - $3.72M
|
255K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-35.3KClosed |
$3.78M - $3.82M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-36.2KClosed |
$3.87M - $3.92M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-37.4K- 19.44% |
$4.01M - $4.06M
|
155K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-37.8KClosed |
$4.05M - $4.1M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-40.1K- 70.49% |
$4.29M - $4.34M
|
16.8K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.6K- 4.6% |
$4.34M - $4.39M
|
842K
$78.9M
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-43.5K- 85.76% |
$4.66M - $4.71M
|
7.22K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-43.8K- 9.94% |
$4.69M - $4.74M
|
397K
$37.2M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-44.8K- 28.55% |
$4.79M - $4.85M
|
112K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-44.9K- 2.26% |
$4.81M - $4.87M
|
1.94M
$182M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-46.4K- 36.99% |
$4.97M - $5.03M
|
79K
$7.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-48K- 49.96% |
$5.14M - $5.2M
|
48.1K
$4.51M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-49.4K- 8.77% |
$5.29M - $5.35M
|
514K
$48.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-52.7K- 17.41% |
$5.64M - $5.71M
|
250K
$23.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
SELL
|
- |
-55.7K- 48.08% |
$5.96M - $6.03M
|
60.2K
$5.64M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-58K- 5.95% |
$6.21M - $6.29M
|
917K
$85.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60K- 96.13% |
$6.42M - $6.5M
|
2.42K
$226K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63.3KClosed |
$6.77M - $6.85M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-63.3K- 98.47% |
$6.78M - $6.86M
|
981
$91.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-64.1KClosed |
$6.86M - $6.94M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-66.7K- 83.41% |
$7.14M - $7.23M
|
13.3K
$1.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-73.7K- 34.15% |
$7.89M - $7.98M
|
142K
$13.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-93.2K- 66.02% |
$9.98M - $10.1M
|
48K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-93.8K- 12.38% |
$10M - $10.2M
|
664K
$62.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-94.3K- 18.05% |
$10.1M - $10.2M
|
428K
$40.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-97.3K- 96.85% |
$10.4M - $10.5M
|
3.16K
$296K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-99.6K- 11.67% |
$10.7M - $10.8M
|
754K
$70.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-101KClosed |
$10.8M - $10.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-111K- 7.51% |
$11.9M - $12M
|
1.36M
$128M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-113K- 19.76% |
$12.1M - $12.3M
|
460K
$43M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-128K- 6.83% |
$13.7M - $13.9M
|
1.75M
$164M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133K- 2.84% |
$14.3M - $14.5M
|
4.57M
$428M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-134K- 47.13% |
$14.4M - $14.5M
|
151K
$14.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-145KClosed |
$15.5M - $15.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-154KClosed |
$16.4M - $16.6M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-165K- 48.22% |
$17.6M - $17.8M
|
177K
$16.6M
|