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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Mar 12, 2025 Q4 2024	Centaurus Financial, Inc.	SELL	-	-6.89K - 63.02%	$629K - $660K	4.04K $379K
Feb 13, 2025 Q4 2024	United Capital Financial Advisers, LLC Newport Beach, CA	SELL	-	-6.91K - 0.46%	$631K - $662K	1.49M $140M
Feb 14, 2025 Q4 2024	Estate Counselors, LLC	SELL	-	-7.67K - 63.53%	$700K - $734K	4.4K $413K
Feb 10, 2025 Q4 2024	Centurion Wealth Management LLC Mclean, VA	SELL	-	-7.81K - 17.92%	$713K - $748K	35.8K $3.35M
Jan 24, 2025 Q4 2024	Alterna Wealth Management, Inc Houston, TX	SELL	-	-7.82K - 38.5%	$714K - $750K	12.5K $1.17M
Jan 22, 2025 Q4 2024	Capital Asset Advisory Services LLC Haslett, MI	SELL	-	-7.89K - 42.18%	$720K - $756K	10.8K $1.01M
Feb 10, 2025 Q4 2024	Axxcess Wealth Management, LLC Carlsbad, CA	SELL	-	-8.25K - 29.07%	$753K - $791K	20.1K $1.89M
Feb 05, 2025 Q4 2024	Verus Capital Partners, LLC Scottsdale, AZ	SELL	-	-8.75K - 25.95%	$798K - $838K	25K $2.34M
Feb 13, 2025 Q4 2024	Penserra Capital Management LLC Orinda, CA	SELL	-	-9.04K - 4.69%	$825K - $866K	184K $17.2M
Feb 14, 2025 Q4 2024	Brown Advisory Inc	SELL	-	-9.21K - 26.43%	$840K - $882K	25.6K $2.4M
Jan 31, 2025 Q4 2024	Cibc Asset Management Inc Toronto, A6	SELL	-	-9.39K - 1.63%	$857K - $900K	566K $53.1M
Feb 13, 2025 Q4 2024	Federated Hermes, Inc. Pittsburgh, PA	SELL	-	-9.54K - 4.65%	$870K - $914K	195K $18.3M
Feb 13, 2025 Q4 2024	True Private Wealth Advisors	SELL	-	-9.55K - 49.08%	$871K - $915K	9.9K $929K
Feb 14, 2025 Q4 2024	Cambridge Investment Research Advisors, Inc.	SELL	-	-9.64K - 2.37%	$880K - $924K	397K $37.3M
Feb 07, 2025 Q4 2024	High Tower Advisors, LLC Chicago, IL	SELL	-	-9.67K - 4.26%	$883K - $927K	217K $20.4M
Feb 12, 2025 Q4 2024	Prime Capital Investment Advisors, LLC Overland Park, KS	SELL	-	-9.72K - 12.08%	$887K - $932K	70.8K $6.64M
Feb 14, 2025 Q4 2024	Cresset Asset Management, LLC Chicago, IL	SELL	-	-9.81K - 27.7%	$895K - $940K	25.6K $2.4M
Feb 13, 2025 Q4 2024	Bokf, Na Tulsa, OK	SELL	-	-9.86K - 88.05%	$900K - $945K	1.34K $125K
Feb 14, 2025 Q4 2024	Creative Planning Overland Park, KS	SELL	-	-9.97K - 5.74%	$910K - $955K	164K $15.4M
Feb 06, 2025 Q4 2024	Keybank National Association	SELL	-	-9.99K - 4.68%	$912K - $957K	204K $19.1M
Feb 05, 2025 Q4 2024	Us Bancorp \De\	SELL	-	-11.8K - 2.18%	$1.08M - $1.13M	530K $49.7M
Feb 04, 2025 Q4 2024	Cwm, LLC	SELL	-	-12.4K - 0.52%	$1.13M - $1.19M	2.38M $223M
Feb 06, 2025 Q4 2024	Atria Investments LLC Charlotte, NC	SELL	-	-13.1K - 6.95%	$1.19M - $1.25M	175K $16.4M
Feb 13, 2025 Q4 2024	Geo Wealth Management, LLC Chicago, IL	SELL	-	-14K - 61.89%	$1.28M - $1.34M	8.64K $811K
Feb 14, 2025 Q4 2024	Hancock Whitney Corp	SELL	-	-15K - 1.1%	$1.37M - $1.44M	1.35M $126M
Jan 21, 2025 Q4 2024	Impact Partnership Wealth, LLC Kennesaw, GA	SELL	-	-15.5K - 19.47%	$1.42M - $1.49M	64.3K $6.03M
Feb 12, 2025 Q4 2024	Citigroup Inc	SELL	-	-17.3K - 75.58%	$1.58M - $1.66M	5.6K $525K
Feb 13, 2025 Q4 2024	Rockefeller Capital Management L.P. New York, NY	SELL	-	-17.7K - 6.24%	$1.62M - $1.7M	266K $25M
Feb 14, 2025 Q4 2024	Kovitz Investment Group Partners, LLC	SELL	-	-18K - 2.21%	$1.65M - $1.73M	799K $74.9M
Feb 04, 2025 Q4 2024	Beacon Bridge Wealth Partners, LLC Conshohocken, PA	SELL	-	-18.1K - 14.55%	$1.65M - $1.74M	106K $9.99M
Feb 12, 2025 Q4 2024	Nottingham Advisors, Inc. Amherst, NY	SELL	-	-18.7K - 2.9%	$1.71M - $1.8M	628K $58.9M
Jan 13, 2025 Q4 2024	Capital Investment Advisors, LLC	SELL	-	-19.3K - 4.62%	$1.76M - $1.85M	398K $37.3M
Feb 03, 2025 Q4 2024	Florin Court Capital LLP	SELL	-	-19.7K - 59.88%	$1.8M - $1.89M	13.2K $1.24M
Feb 13, 2025 Q4 2024	Stone House Investment Management, LLC	SELL	-	-19.8K - 15.01%	$1.8M - $1.89M	112K $10.5M
Jan 13, 2025 Q4 2024	Advisor Net Financial, Inc	SELL	-	-21.1K - 81.72%	$1.92M - $2.02M	4.71K $442K
Feb 07, 2025 Q4 2024	Tortoise Investment Management, LLC	SELL	-	-21.1K - 15.33%	$1.93M - $2.02M	117K $10.9M
Feb 13, 2025 Q4 2024	Guggenheim Capital LLC Chicago, IL	SELL	-	-22K - 18.69%	$2M - $2.1M	95.5K $8.96M
Jan 28, 2025 Q4 2024	Golden State Wealth Management, LLC Santa Ana, CA	SELL	-	-23.3K - 90.03%	$2.13M - $2.24M	2.58K $242K
Jan 30, 2025 Q4 2024	Asset Management One Co., Ltd.	SELL	-	-24.1K - 2.45%	$2.2M - $2.31M	958K $89.8M
Jan 27, 2025 Q4 2024	Mirae Asset Global Investments Co., Ltd.	SELL	-	-24.3K - 4.62%	$2.21M - $2.32M	501K $47M
Jan 13, 2025 Q4 2024	Ehrlich Financial Group Laguna Niguel, CA	SELL	-	-26.2K - 84.93%	$2.39M - $2.51M	4.66K $437K
Feb 14, 2025 Q4 2024	Benjamin Edwards Inc Clayton, MO	SELL	-	-27.3K - 48.69%	$2.49M - $2.62M	28.8K $2.7M
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	SELL	-	-28.2K - 1.09%	$2.57M - $2.7M	2.57M $241M
Feb 14, 2025 Q4 2024	Iht Wealth Management, LLC Chicago, IL	SELL	-	-30.9K - 46.7%	$2.82M - $2.96M	35.2K $3.3M
Feb 13, 2025 Q4 2024	Trek Financial, LLC Scottsdale, AZ	SELL	-	-31K - 22.07%	$2.83M - $2.97M	110K $10.3M
Feb 11, 2025 Q4 2024	Wayfinding Financial, LLC Lynnwood, WA	SELL	-	-32.7K - 92.7%	$2.98M - $3.13M	2.57K $241K
Feb 12, 2025 Q4 2024	1 North Wealth Services LLC Annapolis, MD	SELL	-	-32.8K Closed	$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 $32.6M
Feb 10, 2025 Q4 2024	Municipal Employees' Retirement System Of Michigan	SELL	-	-36.1K - 45.1%	$3.3M - $3.46M	44K $4.12M
Feb 25, 2025 Q4 2024	National Asset Management, Inc. Boca Raton, FL	SELL	-	-39.6K - 46.24%	$3.62M - $3.8M	46.1K $4.32M

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Purchases and Sales Made in Q4 2024 in Ishares Tr (MBB)

-6.89K

-6.91K

-7.67K

-7.81K

-7.82K

-7.89K

-8.25K

-8.75K

-9.04K

-9.21K

-9.39K

-9.54K

-9.55K

-9.64K

-9.67K

-9.72K

-9.81K

-9.86K

-9.97K

-9.99K

-11.8K

-12.4K

-13.1K

-14K

-15K

-15.5K

-17.3K

-17.7K

-18K

-18.1K

-18.7K

-19.3K

-19.7K

-19.8K

-21.1K

-21.1K

-22K

-23.3K

-24.1K

-24.3K

-26.2K

-27.3K

-28.2K

-30.9K

-31K

-32.7K

-32.8K

-32.9K

-36.1K

-39.6K

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