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
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.3K- 4.62% |
$1.76M - $1.85M
|
398K
$37M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-19.7K- 59.88% |
$1.8M - $1.89M
|
13.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-19.8K- 15.01% |
$1.8M - $1.89M
|
112K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.1K- 81.72% |
$1.92M - $2.02M
|
4.71K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.1K- 15.33% |
$1.93M - $2.02M
|
117K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22K- 18.69% |
$2M - $2.1M
|
95.5K
$8.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.3K- 90.03% |
$2.13M - $2.24M
|
2.58K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-24.1K- 2.45% |
$2.2M - $2.31M
|
958K
$88.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.3K- 4.62% |
$2.21M - $2.32M
|
501K
$46.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-26.2K- 84.93% |
$2.39M - $2.51M
|
4.66K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27.3K- 48.69% |
$2.49M - $2.62M
|
28.8K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.2K- 1.09% |
$2.57M - $2.7M
|
2.57M
$239M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 46.7% |
$2.82M - $2.96M
|
35.2K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-31K- 22.07% |
$2.83M - $2.97M
|
110K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-32.7K- 92.7% |
$2.98M - $3.13M
|
2.57K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-32.8KClosed |
$2.99M - $3.14M
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.9K- 8.67% |
$3.01M - $3.16M
|
347K
$32.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-36.1K- 45.1% |
$3.3M - $3.46M
|
44K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42.8K- 63.17% |
$3.9M - $4.1M
|
24.9K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-43.8K- 39.39% |
$4M - $4.2M
|
67.4K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-44K- 22.57% |
$4.01M - $4.21M
|
151K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48K- 6.46% |
$4.38M - $4.6M
|
696K
$64.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.4K- 3.26% |
$5.42M - $5.69M
|
1.76M
$163M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-61.7K- 34.37% |
$5.63M - $5.91M
|
118K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-61.9K- 92.01% |
$5.65M - $5.93M
|
5.38K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-77.5K- 26.09% |
$7.08M - $7.43M
|
220K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-77.8K- 33.41% |
$7.1M - $7.45M
|
155K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-80.2K- 6.12% |
$7.32M - $7.68M
|
1.23M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-88.4K- 95.2% |
$8.06M - $8.47M
|
4.46K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-102K- 35.55% |
$9.27M - $9.73M
|
184K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-107K- 55.96% |
$9.79M - $10.3M
|
84.5K
$7.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-126K- 60.37% |
$11.5M - $12.1M
|
82.8K
$7.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-127K- 24.04% |
$11.6M - $12.2M
|
402K
$37.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 23.61% |
$13.1M - $13.7M
|
464K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-156K- 75.88% |
$14.2M - $14.9M
|
49.6K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-160K- 16.1% |
$14.6M - $15.3M
|
834K
$77.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 26.53% |
$15.1M - $15.8M
|
457K
$42.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-177K- 4.56% |
$16.1M - $16.9M
|
3.7M
$344M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-178K- 48.36% |
$16.2M - $17.1M
|
190K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-210K- 78.72% |
$19.2M - $20.2M
|
56.9K
$5.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-219K- 66.55% |
$20M - $21M
|
110K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-429K- 17.88% |
$39.1M - $41.1M
|
1.97M
$183M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-574K- 62.08% |
$52.4M - $55M
|
351K
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-604K- 93.45% |
$55.1M - $57.9M
|
42.3K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-966K- 74.24% |
$88.2M - $92.6M
|
335K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.41M- 98.45% |
$494M - $519M
|
85K
$7.89M
|