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 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.36K- 2.69% |
$216K - $226K
|
85.5K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.41K- 2.79% |
$220K - $231K
|
84K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.5K- 12.56% |
$229K - $240K
|
17.4K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2.51K- 4.51% |
$229K - $240K
|
53.2K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.51K- 50.62% |
$229K - $241K
|
2.45K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.54K- 1.57% |
$232K - $243K
|
159K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.57K- 1.06% |
$234K - $246K
|
240K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.58K- 9.36% |
$235K - $247K
|
25K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.6K- 14.21% |
$237K - $249K
|
15.7K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.65K- 9.2% |
$242K - $254K
|
26.1K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 90.71% |
$243K - $255K
|
273
$25.2K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.78K- 6.72% |
$253K - $266K
|
38.6K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.79K- 99.89% |
$255K - $267K
|
3
$277
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.81K- 46.76% |
$256K - $269K
|
3.2K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.86K- 29.43% |
$261K - $274K
|
6.85K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.88K- 2.21% |
$263K - $276K
|
127K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.88K- 49.83% |
$263K - $276K
|
2.9K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.93K- 14.99% |
$267K - $281K
|
16.6K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-2.93K- 11.94% |
$268K - $281K
|
21.6K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.94K- 3.03% |
$268K - $281K
|
94K
$8.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.98K- 37.6% |
$272K - $286K
|
4.95K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.08K- 20.83% |
$281K - $295K
|
11.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.09K- 35.64% |
$282K - $296K
|
5.57K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.22K- 8.42% |
$294K - $308K
|
35K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.32K- 0.25% |
$303K - $319K
|
1.33M
$123M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.41K- 2.91% |
$311K - $327K
|
114K
$10.5M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 48.2% |
$322K - $338K
|
3.79K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.71K- 15.99% |
$338K - $355K
|
19.5K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.8K- 0.43% |
$346K - $364K
|
884K
$81.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.11K- 34.54% |
$375K - $394K
|
7.79K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.24K- 54.41% |
$387K - $406K
|
3.55K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.31K- 2.53% |
$393K - $413K
|
166K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.36K- 23.39% |
$398K - $417K
|
14.3K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 12.59% |
$417K - $438K
|
31.8K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.61K- 20.31% |
$420K - $441K
|
18.1K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.85K- 43.87% |
$443K - $465K
|
6.21K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.86K- 16.37% |
$444K - $466K
|
24.8K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.09K- 35.79% |
$464K - $487K
|
9.12K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.3K- 4.72% |
$484K - $508K
|
107K
$9.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.47K- 62.32% |
$499K - $524K
|
3.31K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.56K- 6.61% |
$507K - $533K
|
78.5K
$7.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.1K- 2.8% |
$556K - $584K
|
212K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.12K- 4.76% |
$559K - $586K
|
122K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.27K- 18.32% |
$572K - $600K
|
27.9K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.4K- 19.86% |
$584K - $613K
|
25.8K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.59K- 18.18% |
$601K - $631K
|
29.6K
$2.74M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.89K- 63.02% |
$629K - $660K
|
4.04K
$374K
|
|
|
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
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.81K- 17.92% |
$713K - $748K
|
35.8K
$3.31M
|