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
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
247New |
$26.4K - $26.8K
|
247
$22.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
240New |
$25.7K - $26K
|
240
$22.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
234+ 7.99% |
$25K - $25.3K
|
3.16K
$292K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
229+ 5.08% |
$24.5K - $24.8K
|
4.74K
$438K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
214+ 2.46% |
$22.9K - $23.2K
|
8.93K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
211+ 3.71% |
$22.6K - $22.9K
|
5.9K
$545K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
196+ 2.48% |
$21K - $21.2K
|
8.09K
$747K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
190New |
$20.3K - $20.6K
|
190
$17.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
188+ 1.46% |
$20.1K - $20.4K
|
13K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187+ 644.83% |
$20K - $20.3K
|
216
$20K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
185+ 2.2% |
$19.8K - $20K
|
8.6K
$794K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
185+ 1.14% |
$19.8K - $20K
|
16.5K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
174+ 1.9% |
$18.6K - $18.8K
|
9.33K
$861K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
172+ 92.97% |
$18.4K - $18.6K
|
357
$33K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
169+ 18.33% |
$18.1K - $18.3K
|
1.09K
$101K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
161+ 31.02% |
$17.2K - $17.4K
|
680
$62.8K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
143New |
$15.3K - $15.5K
|
143
$13.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
141+ 3.28% |
$15.1K - $15.3K
|
4.45K
$411K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112New |
$12K - $12.1K
|
112
$10.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
108+ 1.97% |
$11.6K - $11.7K
|
5.6K
$517K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.38% |
$10.9K - $11K
|
7.47K
$690K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
101New |
$10.8K - $10.9K
|
101
$9.33K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.44% |
$10.7K - $10.8K
|
22.7K
$2.09M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
98+ 2.6% |
$10.5K - $10.6K
|
3.86K
$357K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
91New |
$9.74K - $9.86K
|
91
$8.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
90+ 4.57% |
$9.63K - $9.75K
|
2.06K
$190K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
86New |
$9.2K - $9.32K
|
86
$7.94K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
86+ 0.18% |
$9.2K - $9.32K
|
48.2K
$4.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
79+ 2.32% |
$8.46K - $8.56K
|
3.48K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
78New |
$8.35K - $8.45K
|
78
$7.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
76+ 0.15% |
$8.13K - $8.23K
|
51.1K
$4.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
75+ 0.84% |
$8.03K - $8.12K
|
9.05K
$835K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
73New |
$7.81K - $7.91K
|
73
$6.74K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
71+ 0.35% |
$7.6K - $7.69K
|
20.5K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
67+ 0.49% |
$7.17K - $7.26K
|
13.6K
$1.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
67+ 3.16% |
$7.17K - $7.26K
|
2.19K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
64New |
$6.85K - $6.93K
|
64
$5.91K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62New |
$6.64K - $6.72K
|
62
$5.73K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 2.41% |
$6.31K - $6.39K
|
2.51K
$231K
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
55+ 2.8% |
$5.89K - $5.96K
|
2.02K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
54New |
$5.78K - $5.85K
|
54
$4.99K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 0.15% |
$5.35K - $5.42K
|
34.2K
$3.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
47+ 2.28% |
$5.03K - $5.09K
|
2.1K
$194K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
47+ 3.13% |
$5.03K - $5.09K
|
1.55K
$143K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.92K - $4.98K
|
46
$4.25K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 1.12% |
$4.92K - $4.98K
|
4.17K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
44+ 0.32% |
$4.71K - $4.77K
|
13.8K
$1.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
43+ 0.11% |
$4.6K - $4.66K
|
39.1K
$3.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
37+ 0.09% |
$3.96K - $4.01K
|
39.7K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
35New |
$3.75K - $3.79K
|
35
$3.23K
|