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 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.46% |
$11K - $11.6K
|
8.15K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-123- 5.63% |
$11.2K - $11.8K
|
2.06K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-129- 1.09% |
$11.8K - $12.4K
|
11.7K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-133- 2.41% |
$12.1K - $12.7K
|
5.38K
$498K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-145- 5.15% |
$13.2K - $13.9K
|
2.67K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-151- 4.6% |
$13.8K - $14.5K
|
3.13K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-152- 0.88% |
$13.9K - $14.6K
|
17K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-154- 6.54% |
$14.1K - $14.8K
|
2.2K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-159- 2.57% |
$14.5K - $15.2K
|
6.03K
$558K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-161- 30.67% |
$14.7K - $15.4K
|
364
$33.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-169- 0.97% |
$15.4K - $16.2K
|
17.2K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-185- 1.95% |
$16.9K - $17.7K
|
9.31K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-186- 0.38% |
$17K - $17.8K
|
48.6K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-187- 11.87% |
$17.1K - $17.9K
|
1.39K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-191- 4.79% |
$17.4K - $18.3K
|
3.8K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-198- 5.27% |
$18.1K - $19K
|
3.56K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-201- 2.58% |
$18.3K - $19.3K
|
7.6K
$704K
|
|
|
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
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-237- 7.25% |
$21.6K - $22.7K
|
3.03K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-238- 4.2% |
$21.7K - $22.8K
|
5.42K
$502K
|
|
|
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
$18K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-276- 1.22% |
$25.2K - $26.4K
|
22.3K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-281- 0.9% |
$25.6K - $26.9K
|
31.1K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-281- 3.22% |
$25.6K - $26.9K
|
8.45K
$783K
|
|
|
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
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-322- 0.95% |
$29.4K - $30.9K
|
33.7K
$3.12M
|
|
|
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
$379K
|
|
|
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
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-417- 5.62% |
$38.1K - $40K
|
7K
$649K
|
|
|
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
$404K
|
|
|
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
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-484- 1.07% |
$44.2K - $46.4K
|
44.8K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-494- 16.93% |
$45.1K - $47.3K
|
2.42K
$225K
|
|
|
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
$591K
|
|
|
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
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-562- 7.36% |
$51.3K - $53.9K
|
7.07K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-592- 3.3% |
$54K - $56.7K
|
17.4K
$1.61M
|