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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.05K- 4.12% |
$89.8K - $98.9K
|
24.3K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.05K- 16.68% |
$90.1K - $99.3K
|
5.25K
$484K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.11K- 23.43% |
$95.5K - $105K
|
3.64K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.12K- 13.42% |
$96.2K - $106K
|
7.23K
$668K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.13K- 14.23% |
$97.2K - $107K
|
6.83K
$631K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.2K- 1.51% |
$103K - $114K
|
78.2K
$7.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.23K- 34.19% |
$106K - $116K
|
2.37K
$219K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.26K- 7.15% |
$108K - $119K
|
16.3K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.27K- 2.5% |
$109K - $120K
|
49.5K
$4.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.31K- 1.54% |
$112K - $124K
|
83.8K
$7.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.33K- 16.48% |
$114K - $126K
|
6.73K
$622K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.33K- 23.02% |
$114K - $126K
|
4.45K
$411K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.34K- 6.12% |
$115K - $127K
|
20.6K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.37K- 5.16% |
$117K - $129K
|
25.2K
$2.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.42K- 20.42% |
$122K - $134K
|
5.52K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.46K- 19.17% |
$125K - $138K
|
6.14K
$567K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.49K- 6.01% |
$128K - $141K
|
23.3K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.54K- 1.82% |
$132K - $146K
|
83.1K
$7.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-1.55K- 2.48% |
$133K - $146K
|
60.8K
$5.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.56K- 31.41% |
$133K - $147K
|
3.4K
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.59K- 25.51% |
$136K - $150K
|
4.63K
$428K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.59K- 3.7% |
$137K - $150K
|
41.4K
$3.82M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.7K- 31.19% |
$146K - $160K
|
3.74K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.73K- 0.41% |
$148K - $163K
|
415K
$38.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 42.3% |
$151K - $167K
|
2.4K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.8K- 98.2% |
$155K - $170K
|
33
$3.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.86K- 98.41% |
$160K - $176K
|
30
$2.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.87K- 32.21% |
$160K - $176K
|
3.93K
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.92K- 5.2% |
$165K - $182K
|
35.1K
$3.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.95K- 23.1% |
$167K - $184K
|
6.49K
$599K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 5.35% |
$174K - $192K
|
35.9K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.05K- 5.8% |
$176K - $194K
|
33.2K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 10.17% |
$177K - $195K
|
18.3K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.07K- 7.51% |
$178K - $196K
|
25.5K
$2.36M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.09K- 12.94% |
$179K - $198K
|
14.1K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.09K- 4.09% |
$180K - $198K
|
49.1K
$4.53M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.11K- 36.27% |
$181K - $199K
|
3.7K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.16K- 13.44% |
$185K - $204K
|
13.9K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.2K- 2.93% |
$188K - $208K
|
72.8K
$6.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 8.0% |
$201K - $221K
|
26.9K
$2.48M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.35K- 19.05% |
$201K - $222K
|
9.97K
$921K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.38K- 42.9% |
$204K - $225K
|
3.17K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.41K- 12.73% |
$206K - $227K
|
16.5K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
SELL
|
- |
-2.45K- 1.53% |
$211K - $232K
|
157K
$14.5M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.6K- 25.55% |
$223K - $246K
|
7.57K
$699K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.63K- 42.57% |
$226K - $249K
|
3.55K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-2.68K- 33.73% |
$230K - $254K
|
5.27K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 27.32% |
$231K - $255K
|
7.17K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.78K- 46.83% |
$238K - $262K
|
3.15K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.78K- 6.36% |
$238K - $263K
|
40.9K
$3.78M
|