Purchases and Sales Made in Q4 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2024. 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 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
423+ 15.6% |
$38.6K - $40.5K
|
3.13K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
422+ 13.76% |
$38.5K - $40.4K
|
3.49K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 4220.0% |
$38.5K - $40.4K
|
432
$40K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
420+ 8.25% |
$38.3K - $40.2K
|
5.51K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
419+ 7.95% |
$38.2K - $40.1K
|
5.69K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
398New |
$36.3K - $38.1K
|
398
$36.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
388+ 7.19% |
$35.4K - $37.2K
|
5.79K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
384+ 0.68% |
$35K - $36.8K
|
56.8K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
364+ 1.15% |
$33.2K - $34.9K
|
31.9K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
363+ 10.72% |
$33.1K - $34.8K
|
3.75K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
361+ 0.45% |
$32.9K - $34.6K
|
81.1K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
360+ 10.74% |
$32.9K - $34.5K
|
3.71K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
346+ 0.22% |
$31.6K - $33.2K
|
157K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
333+ 4.35% |
$30.4K - $31.9K
|
7.99K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
330+ 7.26% |
$30.1K - $31.6K
|
4.88K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
329+ 0.14% |
$30K - $31.5K
|
238K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
329+ 15.27% |
$30K - $31.5K
|
2.48K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
325New |
$29.7K - $31.1K
|
325
$30.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
316+ 2.7% |
$28.8K - $30.3K
|
12K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
315+ 45.85% |
$28.7K - $30.2K
|
1K
$92.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
312+ 8.18% |
$28.5K - $29.9K
|
4.12K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
309+ 0.8% |
$28.2K - $29.6K
|
39K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
291+ 0.29% |
$26.6K - $27.9K
|
101K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
289+ 2.06% |
$26.4K - $27.7K
|
14.3K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
286+ 74.48% |
$26.1K - $27.4K
|
670
$62.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
262New |
$23.9K - $25.1K
|
262
$24.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
253New |
$23.1K - $24.2K
|
253
$23.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
249+ 6.53% |
$22.7K - $23.9K
|
4.06K
$376K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
241New |
$22K - $23.1K
|
241
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
238+ 4.71% |
$21.7K - $22.8K
|
5.3K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
236+ 1.13% |
$21.5K - $22.6K
|
21.1K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 9.36% |
$20.8K - $21.8K
|
2.67K
$247K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
225+ 0.64% |
$20.5K - $21.6K
|
35.5K
$3.29M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
223New |
$20.4K - $21.4K
|
223
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
221+ 1.97% |
$20.2K - $21.2K
|
11.4K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
219+ 2.97% |
$20K - $21K
|
7.59K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216New |
$19.7K - $20.7K
|
216
$20K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
214+ 9.08% |
$19.5K - $20.5K
|
2.57K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
213+ 2.31% |
$19.4K - $20.4K
|
9.45K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
211New |
$19.3K - $20.2K
|
211
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
208New |
$19K - $19.9K
|
208
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
202+ 5.53% |
$18.4K - $19.4K
|
3.85K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
199+ 5.35% |
$18.2K - $19.1K
|
3.92K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
196New |
$17.9K - $18.8K
|
196
$18.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
189+ 41.45% |
$17.2K - $18.1K
|
645
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
188+ 5.64% |
$17.2K - $18K
|
3.52K
$326K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
180New |
$16.4K - $17.2K
|
180
$16.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169New |
$15.4K - $16.2K
|
169
$15.7K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
168New |
$15.3K - $16.1K
|
168
$15.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
167+ 2087.5% |
$15.2K - $16K
|
175
$16.2K
|