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 |
---|---|---|---|---|---|---|---|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.57% |
$5.35K - $5.42K
|
1.05K
$96.5K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-51Closed |
$5.46K - $5.52K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-53- 0.35% |
$5.67K - $5.74K
|
15.1K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-57- 2.72% |
$6.1K - $6.17K
|
2.04K
$188K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-61- 85.92% |
$6.53K - $6.61K
|
10
$924
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-62- 1.57% |
$6.64K - $6.72K
|
3.9K
$360K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-68- 0.11% |
$7.28K - $7.37K
|
60.3K
$5.57M
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-69- 2.82% |
$7.39K - $7.47K
|
2.38K
$220K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 86.36% |
$8.13K - $8.23K
|
12
$1.11K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-77Closed |
$8.24K - $8.34K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-77- 0.81% |
$8.24K - $8.34K
|
9.38K
$867K
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-78- 3.79% |
$8.35K - $8.45K
|
1.98K
$183K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-85Closed |
$9.1K - $9.21K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-92- 0.28% |
$9.85K - $9.97K
|
33.2K
$3.07M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-92- 3.29% |
$9.85K - $9.97K
|
2.71K
$250K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-99- 2.58% |
$10.6K - $10.7K
|
3.74K
$346K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 3.16% |
$10.7K - $10.8K
|
3.07K
$283K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-101- 4.6% |
$10.8K - $10.9K
|
2.1K
$194K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 59.22% |
$11.3K - $11.5K
|
73
$6.74K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-120Closed |
$12.8K - $13K
|
0
$0
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-123- 0.15% |
$13.2K - $13.3K
|
83.5K
$7.71M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-133- 0.85% |
$14.2K - $14.4K
|
15.5K
$1.43M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-137- 0.7% |
$14.7K - $14.8K
|
19.5K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-140Closed |
$15K - $15.2K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-146- 1.06% |
$15.6K - $15.8K
|
13.6K
$1.26M
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-149- 28.33% |
$15.9K - $16.1K
|
377
$34.8K
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-159- 2.02% |
$17K - $17.2K
|
7.73K
$714K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-160- 4.98% |
$17.1K - $17.3K
|
3.05K
$282K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-163- 20.63% |
$17.4K - $17.7K
|
627
$57.9K
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-164- 5.07% |
$17.6K - $17.8K
|
3.07K
$284K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-167- 3.0% |
$17.9K - $18.1K
|
5.41K
$499K
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-172- 3.65% |
$18.4K - $18.6K
|
4.54K
$419K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-188- 0.77% |
$20.1K - $20.4K
|
24.3K
$2.24M
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-192- 38.95% |
$20.5K - $20.8K
|
301
$27.8K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-195- 5.8% |
$20.9K - $21.1K
|
3.17K
$292K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-197- 7.51% |
$21.1K - $21.3K
|
2.43K
$224K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200Closed |
$21.4K - $21.7K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 0.48% |
$21.4K - $21.7K
|
41.8K
$3.86M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-217Closed |
$23.2K - $23.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-225- 3.0% |
$24.1K - $24.4K
|
7.28K
$673K
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-255Closed |
$27.3K - $27.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-257- 5.22% |
$27.5K - $27.8K
|
4.67K
$431K
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-260- 2.02% |
$27.8K - $28.2K
|
12.6K
$1.17M
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-280Closed |
$30K - $30.3K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-280Closed |
$30K - $30.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-281Closed |
$30.1K - $30.4K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-298- 5.52% |
$31.9K - $32.3K
|
5.1K
$471K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-305Closed |
$32.6K - $33K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-311- 1.33% |
$33.3K - $33.7K
|
23.1K
$2.13M
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-312- 44.19% |
$33.4K - $33.8K
|
394
$36.4K
|