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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-303- 8.93% |
$26K - $28.6K
|
3.09K
$285K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-303- 3.18% |
$26K - $28.6K
|
9.22K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-321- 1.88% |
$27.5K - $30.4K
|
16.8K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-324- 7.33% |
$27.8K - $30.6K
|
4.09K
$378K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-324- 3.57% |
$27.8K - $30.6K
|
8.75K
$808K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-333- 22.79% |
$28.6K - $31.5K
|
1.13K
$104K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-346- 1.88% |
$29.7K - $32.7K
|
18.1K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-350- 2.54% |
$30K - $33.1K
|
13.4K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-352- 9.53% |
$30.2K - $33.3K
|
3.34K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-353- 20.66% |
$30.3K - $33.4K
|
1.36K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-379- 5.0% |
$32.5K - $35.8K
|
7.19K
$665K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-388- 59.6% |
$33.3K - $36.7K
|
263
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-392- 1.65% |
$33.6K - $37.1K
|
23.4K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-393- 6.09% |
$33.7K - $37.2K
|
6.06K
$559K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-400- 14.52% |
$34.3K - $37.8K
|
2.35K
$217K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-406- 29.99% |
$34.8K - $38.4K
|
948
$87.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-415- 13.09% |
$35.6K - $39.2K
|
2.76K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-418- 3.85% |
$35.9K - $39.5K
|
10.4K
$963K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-425- 14.16% |
$36.5K - $40.2K
|
2.58K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-434- 9.67% |
$37.2K - $41K
|
4.05K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-458- 0.2% |
$39.3K - $43.3K
|
230K
$21.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-482- 82.39% |
$41.4K - $45.6K
|
103
$9.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-497- 15.49% |
$42.7K - $47K
|
2.71K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-505- 8.61% |
$43.3K - $47.7K
|
5.36K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-523- 31.08% |
$44.9K - $49.4K
|
1.16K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-529- 1.02% |
$45.4K - $50K
|
51.4K
$4.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-557- 6.16% |
$47.8K - $52.7K
|
8.48K
$783K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-602- 86.74% |
$51.7K - $56.9K
|
92
$8.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-608- 4.98% |
$52.2K - $57.5K
|
11.6K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-614- 18.38% |
$52.7K - $58.1K
|
2.73K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-645- 3.41% |
$55.4K - $61K
|
18.3K
$1.69M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-648- 5.57% |
$55.6K - $61.3K
|
11K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-688- 17.73% |
$59K - $65.1K
|
3.19K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-711- 16.09% |
$61K - $67.2K
|
3.71K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-717- 17.68% |
$61.5K - $67.8K
|
3.34K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-759- 2.33% |
$65.1K - $71.8K
|
31.8K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-761- 2.78% |
$65.3K - $72K
|
26.7K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-781- 1.33% |
$67K - $73.8K
|
58K
$5.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-797- 1.02% |
$68.4K - $75.4K
|
77.7K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-811- 18.43% |
$69.6K - $76.7K
|
3.59K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-816- 5.44% |
$70K - $77.2K
|
14.2K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-884- 5.94% |
$75.9K - $83.6K
|
14K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-906- 66.03% |
$77.8K - $85.7K
|
466
$43K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-956- 0.04% |
$82K - $90.4K
|
2.62M
$242M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-958- 31.21% |
$82.2K - $90.6K
|
2.11K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-966- 21.06% |
$82.9K - $91.3K
|
3.62K
$334K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-969- 36.46% |
$83.2K - $91.6K
|
1.69K
$156K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-969- 36.46% |
$83.2K - $91.6K
|
1.69K
$156K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-986- 5.25% |
$84.6K - $93.2K
|
17.8K
$1.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-989- 84.97% |
$84.9K - $93.5K
|
175
$16.2K
|