Purchases and Sales Made in Q4 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2023. 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, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.76% |
$172 - $189
|
262
$24.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-5- 0.09% |
$429 - $473
|
5.31K
$490K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6- 1.66% |
$515 - $567
|
356
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7- 0.5% |
$601 - $662
|
1.4K
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-9- 0.19% |
$772 - $851
|
4.66K
$430K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-21- 2.71% |
$1.8K - $1.99K
|
754
$69.6K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-22- 4.21% |
$1.89K - $2.08K
|
500
$46.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-26- 0.44% |
$2.23K - $2.46K
|
5.82K
$537K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-28- 0.85% |
$2.4K - $2.65K
|
3.25K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-28- 0.08% |
$2.4K - $2.65K
|
35.4K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-39- 9.63% |
$3.35K - $3.69K
|
366
$33.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-40- 0.13% |
$3.43K - $3.78K
|
29.6K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.76% |
$4.55K - $5.01K
|
6.94K
$641K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-55- 0.15% |
$4.72K - $5.2K
|
36.5K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-55- 1.61% |
$4.72K - $5.2K
|
3.36K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-58- 0.38% |
$4.98K - $5.48K
|
15.1K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-60- 0.71% |
$5.15K - $5.67K
|
8.35K
$772K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-60- 1.47% |
$5.15K - $5.67K
|
4.02K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-70- 2.31% |
$6.01K - $6.62K
|
2.96K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 73.5% |
$7.38K - $8.13K
|
31
$2.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-107- 3.49% |
$9.18K - $10.1K
|
2.96K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-108- 2.28% |
$9.27K - $10.2K
|
4.62K
$427K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-109- 78.42% |
$9.35K - $10.3K
|
30
$2.77K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-114- 4.76% |
$9.78K - $10.8K
|
2.28K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-117- 36.11% |
$10K - $11.1K
|
207
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-129- 0.18% |
$11.1K - $12.2K
|
73.1K
$6.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-132- 8.92% |
$11.3K - $12.5K
|
1.35K
$125K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-133- 0.5% |
$11.4K - $12.6K
|
26.3K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-137- 0.08% |
$11.8K - $13K
|
181K
$16.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-138- 78.86% |
$11.8K - $13K
|
37
$3.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-139- 5.45% |
$11.9K - $13.1K
|
2.41K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-151- 41.26% |
$13K - $14.3K
|
215
$19.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-153- 8.1% |
$13.1K - $14.5K
|
1.74K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-158- 3.47% |
$13.6K - $14.9K
|
4.4K
$407K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.56% |
$14.6K - $16.1K
|
6.48K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-178- 2.68% |
$15.3K - $16.8K
|
6.46K
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-183- 66.3% |
$15.7K - $17.3K
|
93
$8.59K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-185- 3.48% |
$15.9K - $17.5K
|
5.14K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-197- 2.19% |
$16.9K - $18.6K
|
8.79K
$812K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-200- 4.55% |
$17.2K - $18.9K
|
4.19K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-210- 7.14% |
$18K - $19.9K
|
2.73K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-216- 90.38% |
$18.5K - $20.4K
|
23
$2.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-220- 99.55% |
$18.9K - $20.8K
|
1
$92.4
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-244- 0.29% |
$20.9K - $23.1K
|
84.5K
$7.81M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-247- 7.19% |
$21.2K - $23.4K
|
3.19K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 9.68% |
$21.4K - $23.5K
|
2.32K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-252- 95.45% |
$21.6K - $23.8K
|
12
$1.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-262- 11.67% |
$22.5K - $24.8K
|
1.98K
$183K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-271- 0.64% |
$23.3K - $25.6K
|
42.1K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-291- 2.98% |
$25K - $27.5K
|
9.49K
$876K
|