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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
922+ 20.94% |
$84.1K - $88.3K
|
5.33K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
839+ 9.05% |
$76.6K - $80.4K
|
10.1K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
773+ 8.85% |
$70.5K - $74.1K
|
9.51K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
746+ 9.77% |
$68.1K - $71.5K
|
8.38K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
705+ 9.37% |
$64.3K - $67.6K
|
8.23K
$754K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
675+ 16.16% |
$61.6K - $64.7K
|
4.85K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
665+ 9.27% |
$60.7K - $63.7K
|
7.84K
$718K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
630+ 1.38% |
$57.5K - $60.4K
|
46.2K
$4.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
606+ 25.57% |
$55.3K - $58.1K
|
2.98K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
532+ 0.71% |
$48.6K - $51K
|
75.6K
$6.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
531+ 0.09% |
$48.5K - $50.9K
|
562K
$51.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
461+ 15.39% |
$42.1K - $44.2K
|
3.46K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 17.5% |
$41.1K - $43.1K
|
3.02K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
329+ 0.14% |
$30K - $31.5K
|
238K
$21.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
329+ 15.27% |
$30K - $31.5K
|
2.48K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
309+ 0.8% |
$28.2K - $29.6K
|
39K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
291+ 0.29% |
$26.6K - $27.9K
|
101K
$9.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
249+ 6.53% |
$22.7K - $23.9K
|
4.06K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
211New |
$19.3K - $20.2K
|
211
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
202+ 5.53% |
$18.4K - $19.4K
|
3.85K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
125+ 18.68% |
$11.4K - $12K
|
794
$72.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
115+ 4.88% |
$10.5K - $11K
|
2.47K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
69+ 1.33% |
$6.3K - $6.61K
|
5.27K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
64+ 29.77% |
$5.84K - $6.13K
|
279
$25.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
60New |
$5.48K - $5.75K
|
60
$5.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$4.29K - $4.5K
|
47
$4.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 1.47% |
$4.2K - $4.41K
|
3.17K
$290K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
35+ 0.37% |
$3.19K - $3.35K
|
9.51K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 7.78% |
$1.83K - $1.92K
|
277
$25.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$639 - $671
|
7
$641
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 5.5% |
$548 - $575
|
115
$10.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 1.53% |
$274 - $287
|
199
$18.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-12- 0.2% |
$1.1K - $1.15K
|
5.91K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-24- 0.09% |
$2.19K - $2.3K
|
26.2K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-49- 2.13% |
$4.47K - $4.7K
|
2.25K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.46% |
$11K - $11.6K
|
8.15K
$746K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-169- 0.97% |
$15.4K - $16.2K
|
17.2K
$1.58M
|
|
|
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
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-276- 1.22% |
$25.2K - $26.4K
|
22.3K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-281- 0.9% |
$25.6K - $26.9K
|
31.1K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 66.67% |
$29.6K - $31K
|
162
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-379- 8.49% |
$34.6K - $36.3K
|
4.09K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-461- 11.89% |
$42.1K - $44.2K
|
3.42K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-503- 2.57% |
$45.9K - $48.2K
|
19K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 18.03% |
$49K - $51.5K
|
2.44K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-683- 14.73% |
$62.3K - $65.4K
|
3.95K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-916- 2.0% |
$83.6K - $87.8K
|
44.8K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-924- 15.6% |
$84.3K - $88.5K
|
5K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-969- 3.97% |
$88.4K - $92.8K
|
23.5K
$2.15M
|