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 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 26.38% |
$116K - $121K
|
6.07K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.24K+ 153.01% |
$114K - $119K
|
2.06K
$190K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.2KNew |
$110K - $115K
|
1.2K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.2K+ 1.71% |
$109K - $115K
|
71.3K
$6.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 1.42% |
$109K - $115K
|
85.3K
$7.86M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 26.27% |
$109K - $115K
|
5.76K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 272.83% |
$109K - $115K
|
1.63K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.15K+ 5.69% |
$105K - $111K
|
21.4K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.88% |
$104K - $110K
|
61.9K
$5.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14K+ 0.75% |
$104K - $109K
|
154K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
1.06K+ 0.49% |
$96.5K - $101K
|
216K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.05K+ 0.16% |
$95.9K - $101K
|
670K
$61.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.04K+ 26.18% |
$94.5K - $99.2K
|
4.99K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.02K+ 1.48% |
$92.9K - $97.5K
|
70K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 3.62% |
$92.2K - $96.8K
|
28.9K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
994+ 3.28% |
$90.7K - $95.2K
|
31.3K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
936+ 5.24% |
$85.4K - $89.7K
|
18.8K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
934+ 5.2% |
$85.2K - $89.5K
|
18.9K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
922+ 20.94% |
$84.1K - $88.3K
|
5.33K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
916+ 19.42% |
$83.6K - $87.8K
|
5.63K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
906+ 183.03% |
$82.7K - $86.8K
|
1.4K
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
839+ 9.05% |
$76.6K - $80.4K
|
10.1K
$932K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
828+ 4.34% |
$75.6K - $79.3K
|
19.9K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
773+ 8.85% |
$70.5K - $74.1K
|
9.51K
$876K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
765+ 20.56% |
$69.8K - $73.3K
|
4.49K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
746+ 9.77% |
$68.1K - $71.5K
|
8.38K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
732+ 11.55% |
$66.8K - $70.1K
|
7.07K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
725+ 8.02% |
$66.2K - $69.5K
|
9.77K
$900K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
705+ 9.37% |
$64.3K - $67.6K
|
8.23K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
675+ 16.16% |
$61.6K - $64.7K
|
4.85K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
665+ 9.27% |
$60.7K - $63.7K
|
7.84K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
634+ 50.88% |
$57.9K - $60.7K
|
1.88K
$173K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
630+ 1.38% |
$57.5K - $60.4K
|
46.2K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
630+ 5.53% |
$57.5K - $60.4K
|
12K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
628New |
$57.3K - $60.2K
|
628
$57.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
606+ 25.57% |
$55.3K - $58.1K
|
2.98K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
602+ 4.33% |
$54.9K - $57.7K
|
14.5K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
589+ 11.32% |
$53.8K - $56.4K
|
5.79K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
564+ 11.11% |
$51.5K - $54K
|
5.64K
$520K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
542+ 9.44% |
$49.5K - $51.9K
|
6.29K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
532+ 0.71% |
$48.6K - $51K
|
75.6K
$6.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
531+ 0.09% |
$48.5K - $50.9K
|
562K
$51.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
522+ 4.84% |
$47.6K - $50K
|
11.3K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
488+ 5.6% |
$44.5K - $46.8K
|
9.21K
$849K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
461+ 15.39% |
$42.1K - $44.2K
|
3.46K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 17.5% |
$41.1K - $43.1K
|
3.02K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
425+ 0.15% |
$38.8K - $40.7K
|
280K
$25.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
425+ 6.96% |
$38.8K - $40.7K
|
6.53K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
423+ 15.6% |
$38.6K - $40.5K
|
3.13K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 4220.0% |
$38.5K - $40.4K
|
432
$39.8K
|