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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.6K+ 14.49% |
$2.37M - $2.61M
|
218K
$20.2M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
27.1KNew |
$2.32M - $2.56M
|
27.1K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
26.9KNew |
$2.31M - $2.54M
|
26.9K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.7KNew |
$2.29M - $2.52M
|
26.7K
$2.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26.4K+ 84.39% |
$2.26M - $2.49M
|
57.6K
$5.32M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26KNew |
$2.23M - $2.46M
|
26K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
25.8KNew |
$2.21M - $2.44M
|
25.8K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
25.7KNew |
$2.2M - $2.43M
|
25.7K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.7K+ 12.38% |
$2.12M - $2.34M
|
225K
$20.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 3.52% |
$2.11M - $2.33M
|
724K
$66.8M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
23.7K+ 13.55% |
$2.03M - $2.24M
|
199K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
23.5K+ 312.72% |
$2.01M - $2.22M
|
31K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
22.4KNew |
$1.92M - $2.12M
|
22.4K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21.9K+ 24.72% |
$1.88M - $2.07M
|
111K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.7K+ 12.67% |
$1.86M - $2.05M
|
193K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
21.3K+ 6.28% |
$1.83M - $2.02M
|
361K
$33.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
21.1K+ 6.46% |
$1.81M - $1.99M
|
347K
$32.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
20.9K+ 15.94% |
$1.79M - $1.98M
|
152K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20.5KNew |
$1.76M - $1.94M
|
20.5K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.4KNew |
$1.75M - $1.93M
|
20.4K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
19.9K+ 280.86% |
$1.71M - $1.88M
|
27K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19.6KNew |
$1.68M - $1.85M
|
19.6K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
19.4K+ 239.89% |
$1.67M - $1.84M
|
27.5K
$2.54M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
19.4KNew |
$1.67M - $1.84M
|
19.4K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19.4KNew |
$1.66M - $1.83M
|
19.4K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.3K+ 144.3% |
$1.66M - $1.83M
|
32.7K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19K+ 4.41% |
$1.63M - $1.8M
|
450K
$41.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
$1.63M - $1.8M
|
19K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18.6K+ 4539.36% |
$1.59M - $1.76M
|
19K
$1.75M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17.8KNew |
$1.53M - $1.68M
|
17.8K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.4K+ 98.74% |
$1.49M - $1.65M
|
35K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.4K+ 40.96% |
$1.49M - $1.64M
|
59.8K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.2K+ 5.44% |
$1.47M - $1.62M
|
333K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
17.1KNew |
$1.47M - $1.62M
|
17.1K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.9KNew |
$1.45M - $1.6M
|
16.9K
$1.56M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
16.9KNew |
$1.45M - $1.6M
|
16.9K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.9K+ 123.62% |
$1.45M - $1.59M
|
30.5K
$2.82M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
16.2K+ 87.36% |
$1.39M - $1.53M
|
34.7K
$3.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
16K+ 3.38% |
$1.38M - $1.52M
|
491K
$45.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 427.14% |
$1.36M - $1.49M
|
19.5K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15.7K+ 151.9% |
$1.35M - $1.49M
|
26.1K
$2.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.3K+ 7.53% |
$1.32M - $1.45M
|
219K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
15.2KNew |
$1.3M - $1.44M
|
15.2K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.1KNew |
$1.29M - $1.42M
|
15.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15K+ 661.06% |
$1.28M - $1.42M
|
17.2K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
14.6K+ 6.84% |
$1.25M - $1.38M
|
228K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14.4K+ 63.72% |
$1.24M - $1.36M
|
37K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$1.23M - $1.35M
|
14.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2K+ 10.08% |
$1.22M - $1.34M
|
155K
$14.3M
|