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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.93K+ 44.87% |
$206K - $209K
|
6.23K
$575K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.89K+ 2.79% |
$203K - $205K
|
69.6K
$6.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
1.86K+ 13.77% |
$199K - $202K
|
15.4K
$1.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1.82KNew |
$195K - $197K
|
1.82K
$168K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.74K+ 6.14% |
$186K - $189K
|
30.1K
$2.78M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 6.14% |
$186K - $189K
|
30.1K
$2.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.74K+ 16.58% |
$186K - $188K
|
12.2K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1.64K+ 50.2% |
$175K - $177K
|
4.9K
$453K
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.61K+ 24.36% |
$172K - $175K
|
8.22K
$760K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.6KNew |
$171K - $174K
|
1.6K
$148K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.55K+ 8.55% |
$166K - $168K
|
19.7K
$1.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.5K+ 15.26% |
$161K - $163K
|
11.3K
$1.05M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.5KNew |
$161K - $162K
|
1.5K
$139K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.4K+ 31.54% |
$150K - $152K
|
5.84K
$539K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.38K+ 40.9% |
$148K - $149K
|
4.75K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 208.95% |
$145K - $147K
|
2K
$185K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
1.33K+ 6.05% |
$142K - $144K
|
23.2K
$2.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.32K+ 2.38% |
$142K - $143K
|
56.9K
$5.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.29K+ 102.55% |
$138K - $139K
|
2.54K
$234K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.28K+ 32.86% |
$137K - $139K
|
5.17K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 9.18% |
$131K - $132K
|
14.5K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.22K+ 0.09% |
$131K - $132K
|
1.35M
$124M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 58.36% |
$124K - $125K
|
3.13K
$289K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.14K+ 19.93% |
$122K - $123K
|
6.85K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.12K+ 7.55% |
$120K - $122K
|
16K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.12K+ 1.86% |
$120K - $121K
|
61.4K
$5.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 34.29% |
$118K - $120K
|
4.33K
$400K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.1KNew |
$117K - $119K
|
1.1K
$101K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 8.07% |
$116K - $118K
|
14.5K
$1.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.07K+ 0.2% |
$115K - $116K
|
543K
$50.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.06K+ 31.45% |
$114K - $115K
|
4.44K
$410K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.05K+ 8.12% |
$113K - $114K
|
14K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.05K+ 3.49% |
$112K - $114K
|
31.2K
$2.88M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.05K+ 2.38% |
$112K - $113K
|
45.1K
$4.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.03K+ 11.37% |
$110K - $111K
|
10K
$927K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.02KNew |
$110K - $111K
|
1.02K
$94.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.01K+ 0.82% |
$108K - $109K
|
123K
$11.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1K+ 8.4% |
$107K - $109K
|
12.9K
$1.19M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
981New |
$105K - $106K
|
981
$90.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
921+ 17.62% |
$98.6K - $99.8K
|
6.15K
$568K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
907New |
$97.1K - $98.2K
|
907
$83.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
903+ 1.26% |
$96.6K - $97.8K
|
72.8K
$6.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
893+ 100.68% |
$95.6K - $96.7K
|
1.78K
$164K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
891+ 1.23% |
$95.4K - $96.5K
|
73.5K
$6.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
876+ 39.19% |
$93.8K - $94.9K
|
3.11K
$287K
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
851+ 4.03% |
$91.1K - $92.2K
|
22K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
839+ 2.6% |
$89.8K - $90.9K
|
33.1K
$3.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
802+ 0.76% |
$85.8K - $86.9K
|
107K
$9.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
796+ 117.06% |
$85.2K - $86.2K
|
1.48K
$136K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
770+ 3.13% |
$82.4K - $83.4K
|
25.4K
$2.34M
|