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
|
Latitude Advisors, LLC
|
BUY
|
- |
164+ 2.44% |
$15K - $15.7K
|
6.9K
$639K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
156New |
$14.2K - $14.9K
|
156
$14.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
156New |
$14.2K - $14.9K
|
156
$14.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
152+ 4.29% |
$13.9K - $14.6K
|
3.69K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 1.4% |
$13.7K - $14.4K
|
10.9K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145New |
$13.2K - $13.9K
|
145
$13.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$12.9K - $13.5K
|
141
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
125+ 18.68% |
$11.4K - $12K
|
794
$73.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
115+ 0.32% |
$10.5K - $11K
|
35.5K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
115+ 4.88% |
$10.5K - $11K
|
2.47K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
101+ 1.36% |
$9.22K - $9.68K
|
7.53K
$698K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 0.65% |
$8.76K - $9.2K
|
14.8K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
90+ 0.13% |
$8.21K - $8.62K
|
69.7K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
89New |
$8.12K - $8.53K
|
89
$8.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
81New |
$7.39K - $7.76K
|
81
$7.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
75+ 1.3% |
$6.84K - $7.19K
|
5.84K
$541K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
72+ 1.88% |
$6.57K - $6.9K
|
3.9K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71+ 19.45% |
$6.48K - $6.8K
|
436
$40.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
69+ 1.33% |
$6.3K - $6.61K
|
5.27K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
65New |
$5.93K - $6.23K
|
65
$6.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
64+ 29.77% |
$5.84K - $6.13K
|
279
$25.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62New |
$5.66K - $5.94K
|
62
$5.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
60New |
$5.48K - $5.75K
|
60
$5.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
58+ 2.37% |
$5.29K - $5.56K
|
2.51K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$5.2K - $5.46K
|
57
$5.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
54+ 337.5% |
$4.93K - $5.17K
|
70
$6.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$4.56K - $4.79K
|
50
$4.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
49+ 245.0% |
$4.47K - $4.7K
|
69
$6.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
48+ 6.6% |
$4.38K - $4.6K
|
775
$71.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47+ 7.42% |
$4.29K - $4.5K
|
680
$63K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$4.29K - $4.5K
|
47
$4.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 1.47% |
$4.2K - $4.41K
|
3.17K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
44New |
$4.02K - $4.22K
|
44
$4.08K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 0.99% |
$3.92K - $4.12K
|
4.38K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
43New |
$3.92K - $4.12K
|
43
$3.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 2.94% |
$3.83K - $4.02K
|
1.47K
$136K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38+ 0.21% |
$3.47K - $3.64K
|
18K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
37+ 18.69% |
$3.38K - $3.55K
|
235
$21.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
35+ 0.37% |
$3.19K - $3.35K
|
9.51K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.4% |
$2.46K - $2.59K
|
6.75K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
26New |
$2.37K - $2.49K
|
26
$2.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25+ 9.19% |
$2.28K - $2.4K
|
297
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
24New |
$2.19K - $2.3K
|
24
$2.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 1.31% |
$2.1K - $2.2K
|
1.78K
$165K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$2.1K - $2.2K
|
23
$2.13K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
20New |
$1.83K - $1.92K
|
20
$1.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 7.78% |
$1.83K - $1.92K
|
277
$25.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20New |
$1.83K - $1.92K
|
20
$1.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
19New |
$1.73K - $1.82K
|
19
$1.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
18+ 0.58% |
$1.64K - $1.72K
|
3.15K
$291K
|