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 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
422+ 13.76% |
$38.5K - $40.4K
|
3.49K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
419+ 7.95% |
$38.2K - $40.1K
|
5.69K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
388+ 7.19% |
$35.4K - $37.2K
|
5.79K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
363+ 10.72% |
$33.1K - $34.8K
|
3.75K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
361+ 0.45% |
$32.9K - $34.6K
|
81.1K
$7.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
346+ 0.22% |
$31.6K - $33.2K
|
157K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
330+ 7.26% |
$30.1K - $31.6K
|
4.88K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
329+ 15.27% |
$30K - $31.5K
|
2.48K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
329+ 0.14% |
$30K - $31.5K
|
238K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
316+ 2.7% |
$28.8K - $30.3K
|
12K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
309+ 0.8% |
$28.2K - $29.6K
|
39K
$3.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
291+ 0.29% |
$26.6K - $27.9K
|
101K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
289+ 2.06% |
$26.4K - $27.7K
|
14.3K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
253New |
$23.1K - $24.2K
|
253
$23.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
249+ 6.53% |
$22.7K - $23.9K
|
4.06K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
216New |
$19.7K - $20.7K
|
216
$19.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
214+ 9.08% |
$19.5K - $20.5K
|
2.57K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
211New |
$19.3K - $20.2K
|
211
$19.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
202+ 5.53% |
$18.4K - $19.4K
|
3.85K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
189+ 41.45% |
$17.2K - $18.1K
|
645
$59.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169New |
$15.4K - $16.2K
|
169
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
164+ 2.44% |
$15K - $15.7K
|
6.9K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
156New |
$14.2K - $14.9K
|
156
$14.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
152+ 4.29% |
$13.9K - $14.6K
|
3.69K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145New |
$13.2K - $13.9K
|
145
$13.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$12.9K - $13.5K
|
141
$13K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
125+ 18.68% |
$11.4K - $12K
|
794
$73.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
115+ 4.88% |
$10.5K - $11K
|
2.47K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
101+ 1.36% |
$9.22K - $9.68K
|
7.53K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96+ 0.65% |
$8.76K - $9.2K
|
14.8K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
90+ 0.13% |
$8.21K - $8.62K
|
69.7K
$6.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71+ 19.45% |
$6.48K - $6.8K
|
436
$40.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
69+ 1.33% |
$6.3K - $6.61K
|
5.27K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
65New |
$5.93K - $6.23K
|
65
$5.99K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
64+ 29.77% |
$5.84K - $6.13K
|
279
$25.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62New |
$5.66K - $5.94K
|
62
$5.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
60New |
$5.48K - $5.75K
|
60
$5.53K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
49+ 245.0% |
$4.47K - $4.7K
|
69
$6.36K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
47New |
$4.29K - $4.5K
|
47
$4.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47+ 7.42% |
$4.29K - $4.5K
|
680
$62.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 1.47% |
$4.2K - $4.41K
|
3.17K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
44New |
$4.02K - $4.22K
|
44
$4.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
43New |
$3.92K - $4.12K
|
43
$3.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
38+ 0.21% |
$3.47K - $3.64K
|
18K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
37+ 18.69% |
$3.38K - $3.55K
|
235
$21.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
35+ 0.37% |
$3.19K - $3.35K
|
9.51K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
26New |
$2.37K - $2.49K
|
26
$2.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25+ 9.19% |
$2.28K - $2.4K
|
297
$27.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23New |
$2.1K - $2.2K
|
23
$2.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 7.78% |
$1.83K - $1.92K
|
277
$25.5K
|