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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 2.91% |
$311K - $327K
|
114K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.71K- 15.99% |
$338K - $355K
|
19.5K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.8K- 0.43% |
$346K - $364K
|
884K
$82.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.11K- 34.54% |
$375K - $394K
|
7.79K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.24K- 54.41% |
$387K - $406K
|
3.55K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.31K- 2.53% |
$393K - $413K
|
166K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.36K- 23.39% |
$398K - $417K
|
14.3K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 12.59% |
$417K - $438K
|
31.8K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.61K- 20.31% |
$420K - $441K
|
18.1K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.85K- 43.87% |
$443K - $465K
|
6.21K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.86K- 16.37% |
$444K - $466K
|
24.8K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.09K- 35.79% |
$464K - $487K
|
9.12K
$847K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.3K- 4.72% |
$484K - $508K
|
107K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.47K- 62.32% |
$499K - $524K
|
3.31K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.56K- 6.61% |
$507K - $533K
|
78.5K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.1K- 2.8% |
$556K - $584K
|
212K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.12K- 4.76% |
$559K - $586K
|
122K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.27K- 18.32% |
$572K - $600K
|
27.9K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.4K- 19.86% |
$584K - $613K
|
25.8K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.59K- 18.18% |
$601K - $631K
|
29.6K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.91K- 0.46% |
$631K - $662K
|
1.49M
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-7.67K- 63.53% |
$700K - $734K
|
4.4K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.81K- 17.92% |
$713K - $748K
|
35.8K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.82K- 38.5% |
$714K - $750K
|
12.5K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.89K- 42.18% |
$720K - $756K
|
10.8K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.25K- 29.07% |
$753K - $791K
|
20.1K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.75K- 25.95% |
$798K - $838K
|
25K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.04K- 4.69% |
$825K - $866K
|
184K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-9.21K- 26.43% |
$840K - $882K
|
25.6K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.39K- 1.63% |
$857K - $900K
|
566K
$52.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.54K- 4.65% |
$870K - $914K
|
195K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-9.55K- 49.08% |
$871K - $915K
|
9.9K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.64K- 2.37% |
$880K - $924K
|
397K
$36.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.67K- 4.26% |
$883K - $927K
|
217K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.72K- 12.08% |
$887K - $932K
|
70.8K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.81K- 27.7% |
$895K - $940K
|
25.6K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.86K- 88.05% |
$900K - $945K
|
1.34K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.97K- 5.74% |
$910K - $955K
|
164K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.99K- 4.68% |
$912K - $957K
|
204K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.18% |
$1.08M - $1.13M
|
530K
$49.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.4K- 0.52% |
$1.13M - $1.19M
|
2.38M
$221M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 6.95% |
$1.19M - $1.25M
|
175K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14K- 61.89% |
$1.28M - $1.34M
|
8.64K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-15K- 1.1% |
$1.37M - $1.44M
|
1.35M
$125M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15.5K- 19.47% |
$1.42M - $1.49M
|
64.3K
$5.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-17.3K- 75.58% |
$1.58M - $1.66M
|
5.6K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.7K- 6.24% |
$1.62M - $1.7M
|
266K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18K- 2.21% |
$1.65M - $1.73M
|
799K
$74.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-18.1K- 14.55% |
$1.65M - $1.74M
|
106K
$9.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.7K- 2.9% |
$1.71M - $1.8M
|
628K
$58.3M
|