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 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.7K+ 454.98% |
$2.25M - $2.36M
|
30.1K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 16.05% |
$2.22M - $2.33M
|
176K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
23.8K+ 8.3% |
$2.17M - $2.28M
|
310K
$29M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.7K+ 3.67% |
$2.16M - $2.27M
|
670K
$62.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23.4K+ 8.68% |
$2.14M - $2.24M
|
293K
$27.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23.3KNew |
$2.13M - $2.24M
|
23.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.3K+ 11.42% |
$2.13M - $2.23M
|
227K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
23.1K+ 4.54% |
$2.1M - $2.21M
|
531K
$49.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.1KNew |
$2.02M - $2.12M
|
22.1K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.9K+ 56.21% |
$2M - $2.1M
|
60.8K
$5.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21.7K+ 1.77% |
$1.98M - $2.08M
|
1.25M
$117M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21.4K+ 8.58% |
$1.95M - $2.05M
|
271K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3K+ 365.01% |
$1.94M - $2.04M
|
27.1K
$2.53M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
20.9K+ 16.58% |
$1.91M - $2M
|
147K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
20.8KNew |
$1.89M - $1.99M
|
20.8K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.3K+ 79.71% |
$1.85M - $1.95M
|
45.8K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.1K+ 6.44% |
$1.83M - $1.93M
|
332K
$31.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.92M
|
20K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
19.2K+ 8.51% |
$1.76M - $1.84M
|
245K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.6K+ 2.89% |
$1.7M - $1.78M
|
662K
$61.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
18.5K+ 1.31% |
$1.69M - $1.77M
|
1.43M
$134M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
18.4K+ 3.66% |
$1.68M - $1.77M
|
522K
$48.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
18.4KNew |
$1.68M - $1.76M
|
18.4K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.4K+ 6.8% |
$1.68M - $1.76M
|
289K
$27M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.7K+ 13.84% |
$1.62M - $1.7M
|
146K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17.7K+ 12.5% |
$1.62M - $1.7M
|
159K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.4K+ 18865.22% |
$1.58M - $1.66M
|
17.4K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 13.74% |
$1.58M - $1.65M
|
143K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.1K+ 10.79% |
$1.56M - $1.64M
|
175K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 11.82% |
$1.5M - $1.58M
|
156K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 2.78% |
$1.49M - $1.56M
|
603K
$56.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 10.65% |
$1.4M - $1.47M
|
159K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14.9K+ 14.06% |
$1.36M - $1.43M
|
121K
$11.3M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
14.9KNew |
$1.36M - $1.43M
|
14.9K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
14.8KNew |
$1.35M - $1.42M
|
14.8K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
14.8K+ 13.5% |
$1.35M - $1.41M
|
124K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.6K+ 363800.0% |
$1.33M - $1.39M
|
14.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
14.5K+ 10.5% |
$1.33M - $1.39M
|
153K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
14.5K+ 61.93% |
$1.32M - $1.39M
|
37.8K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.2KNew |
$1.29M - $1.36M
|
14.2K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 4.27% |
$1.29M - $1.36M
|
346K
$32.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.8K+ 22.65% |
$1.26M - $1.33M
|
75K
$7.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
13.7K+ 14.65% |
$1.25M - $1.31M
|
107K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 7.66% |
$1.25M - $1.31M
|
193K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.6KNew |
$1.24M - $1.3M
|
13.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 21.57% |
$1.22M - $1.28M
|
75.5K
$7.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.3K+ 52.94% |
$1.22M - $1.28M
|
38.5K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.2K+ 235.38% |
$1.2M - $1.26M
|
18.7K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13KNew |
$1.19M - $1.25M
|
13K
$1.22M
|