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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-187- 11.87% |
$17.1K - $17.9K
|
1.39K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-191- 4.79% |
$17.4K - $18.3K
|
3.8K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-198- 5.27% |
$18.1K - $19K
|
3.56K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-201- 2.58% |
$18.3K - $19.3K
|
7.6K
$703K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-205- 6.99% |
$18.7K - $19.6K
|
2.73K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-237- 7.25% |
$21.6K - $22.7K
|
3.03K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-238- 4.2% |
$21.7K - $22.8K
|
5.42K
$501K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-241- 6.54% |
$22K - $23.1K
|
3.45K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-260- 57.27% |
$23.7K - $24.9K
|
194
$17.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-276- 1.22% |
$25.2K - $26.4K
|
22.3K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-281- 3.22% |
$25.6K - $26.9K
|
8.45K
$782K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-281- 0.9% |
$25.6K - $26.9K
|
31.1K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-284- 1.37% |
$25.9K - $27.2K
|
20.4K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-295- 3.94% |
$26.9K - $28.3K
|
7.2K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-322- 0.95% |
$29.4K - $30.9K
|
33.7K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 66.67% |
$29.6K - $31K
|
162
$15K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-354- 2.07% |
$32.3K - $33.9K
|
16.7K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-358- 8.04% |
$32.7K - $34.3K
|
4.1K
$379K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-372- 20.9% |
$33.9K - $35.6K
|
1.41K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-379- 8.49% |
$34.6K - $36.3K
|
4.09K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-387- 12.98% |
$35.3K - $37.1K
|
2.59K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-390- 11.27% |
$35.6K - $37.4K
|
3.07K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-411- 5.13% |
$37.5K - $39.4K
|
7.6K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-417- 5.62% |
$38.1K - $40K
|
7K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-450- 17.99% |
$41.1K - $43.1K
|
2.05K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-453- 9.42% |
$41.3K - $43.4K
|
4.36K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-458- 3.05% |
$41.8K - $43.9K
|
14.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-461- 11.89% |
$42.1K - $44.2K
|
3.42K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-478- 10.15% |
$43.6K - $45.8K
|
4.23K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-484- 1.07% |
$44.2K - $46.4K
|
44.8K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-494- 16.93% |
$45.1K - $47.3K
|
2.42K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-503- 2.57% |
$45.9K - $48.2K
|
19K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-531- 7.68% |
$48.5K - $50.9K
|
6.38K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 18.03% |
$49K - $51.5K
|
2.44K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-560- 62.08% |
$51.1K - $53.7K
|
342
$31.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-562- 7.36% |
$51.3K - $53.9K
|
7.07K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-592- 3.3% |
$54K - $56.7K
|
17.4K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 17.42% |
$55.1K - $57.9K
|
2.86K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-618- 10.04% |
$56.4K - $59.2K
|
5.54K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-642- 2.7% |
$58.6K - $61.5K
|
23.1K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-643- 9.95% |
$58.7K - $61.6K
|
5.82K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-651- 11.78% |
$59.4K - $62.4K
|
4.88K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-676- 2.48% |
$61.7K - $64.8K
|
26.5K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-683- 14.73% |
$62.3K - $65.4K
|
3.95K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-683- 15.37% |
$62.3K - $65.4K
|
3.76K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-690- 60.53% |
$63K - $66.1K
|
450
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-709- 3.44% |
$64.7K - $67.9K
|
19.9K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-735- 2.26% |
$67.1K - $70.4K
|
31.8K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-738- 0.65% |
$67.3K - $70.7K
|
113K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-740- 5.53% |
$67.5K - $70.9K
|
12.6K
$1.17M
|