Purchases and Sales Made in Q4 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2022. 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 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7M+ 123.5% |
$1.21B - $1.31B
|
24.7M
$2.28B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95M+ 8.97% |
$527M - $567M
|
72.2M
$6.66B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.95M+ 86.25% |
$261M - $281M
|
6.36M
$586M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.8MNew |
$159M - $172M
|
1.8M
$166M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.67M+ 336.11% |
$148M - $159M
|
2.17M
$200M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.64M+ 29.71% |
$146M - $157M
|
7.17M
$661M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57M+ 7.41% |
$139M - $150M
|
22.7M
$2.09B
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41M+ 180.73% |
$125M - $135M
|
2.2M
$202M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15M+ 463.26% |
$102M - $110M
|
1.4M
$129M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
805K+ 1216.38% |
$71.4M - $76.8M
|
871K
$80.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
784K+ 185.65% |
$69.5M - $74.8M
|
1.21M
$111M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
699K+ 250.95% |
$62M - $66.7M
|
978K
$90.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
695K+ 46.43% |
$61.6M - $66.3M
|
2.19M
$202M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
624K+ 219.28% |
$55.3M - $59.6M
|
909K
$83.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
597K+ 48299.19% |
$52.9M - $57M
|
598K
$55.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
503K+ 50.16% |
$44.6M - $48M
|
1.51M
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
461K+ 11.38% |
$40.8M - $44M
|
4.51M
$416M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
392K+ 3.94% |
$34.7M - $37.4M
|
10.3M
$952M
|
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
387KNew |
$34.3M - $36.9M
|
387K
$35.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
350K+ 383.09% |
$31.1M - $33.5M
|
442K
$40.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
330K+ 27.13% |
$29.3M - $31.5M
|
1.55M
$143M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
317K+ 408.94% |
$28.1M - $30.3M
|
394K
$36.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
300KNew |
$26.6M - $28.6M
|
300K
$27.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297K+ 554.83% |
$26.4M - $28.4M
|
351K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
297K+ 2804.26% |
$26.3M - $28.3M
|
308K
$28.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
288K+ 983.76% |
$25.6M - $27.5M
|
318K
$29.3M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
275K+ 14.51% |
$24.3M - $26.2M
|
2.17M
$200M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
257KNew |
$22.8M - $24.5M
|
257K
$23.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
253K+ 253.21% |
$22.4M - $24.2M
|
353K
$32.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
243K+ 367.5% |
$21.6M - $23.2M
|
309K
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
224K+ 2383.99% |
$19.8M - $21.3M
|
233K
$21.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
214K+ 93.86% |
$19M - $20.5M
|
443K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
204K+ 115.11% |
$18.1M - $19.5M
|
382K
$35.2M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
189KNew |
$16.8M - $18M
|
189K
$17.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
186K+ 112.12% |
$16.5M - $17.8M
|
353K
$32.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
185K+ 14.15% |
$16.4M - $17.7M
|
1.49M
$138M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153K+ 146.9% |
$13.6M - $14.6M
|
258K
$23.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
BUY
|
- |
145K+ 768.71% |
$12.8M - $13.8M
|
163K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
145K+ 416.73% |
$12.8M - $13.8M
|
179K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
130KNew |
$11.5M - $12.4M
|
130K
$12M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
126KNew |
$11.1M - $12M
|
126K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
125KNew |
$11.1M - $11.9M
|
125K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
125K+ 521.87% |
$11.1M - $11.9M
|
149K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
122KNew |
$10.8M - $11.7M
|
122K
$11.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
122KNew |
$10.8M - $11.6M
|
122K
$11.2M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
119K+ 128.07% |
$10.5M - $11.3M
|
212K
$19.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
115K+ 1679.4% |
$10.2M - $11M
|
122K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
115K+ 137.11% |
$10.2M - $11M
|
199K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
113K+ 85.11% |
$10M - $10.8M
|
246K
$22.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
112K+ 132.87% |
$9.92M - $10.7M
|
196K
$18.1M
|