Purchases and Sales Made in Q1 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.18K- 17.54% |
$220K - $233K
|
10.2K
$942K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.18K- 14.31% |
$220K - $234K
|
13.1K
$1.2M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.28KClosed |
$230K - $245K
|
0
$0
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.29K- 39.58% |
$231K - $245K
|
3.5K
$321K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 3.06% |
$238K - $253K
|
74.8K
$6.87M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.37K- 26.43% |
$239K - $254K
|
6.6K
$607K
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.38KClosed |
$240K - $255K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Torray LLC
|
SELL
|
- |
-2.39KClosed |
$241K - $256K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.4KClosed |
$242K - $257K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.43KClosed |
$245K - $260K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 12.43% |
$245K - $260K
|
17.1K
$1.57M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.44K- 13.43% |
$246K - $261K
|
15.7K
$1.44M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.46K- 27.14% |
$247K - $263K
|
6.59K
$606K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.49KClosed |
$251K - $266K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.55K- 20.36% |
$257K - $273K
|
9.97K
$917K
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.56KClosed |
$258K - $274K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.56K- 41.7% |
$258K - $275K
|
3.59K
$330K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.71K- 37.15% |
$273K - $290K
|
4.58K
$421K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.71K- 9.5% |
$273K - $290K
|
25.8K
$2.37M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.82K- 21.83% |
$285K - $302K
|
10.1K
$929K
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-2.89K- 6.68% |
$291K - $309K
|
40.4K
$3.71M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 23.98% |
$293K - $311K
|
9.21K
$846K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-2.91K- 30.14% |
$293K - $311K
|
6.74K
$620K
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.94K- 4.0% |
$296K - $315K
|
70.5K
$6.48M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.96K- 2.69% |
$298K - $317K
|
107K
$9.84M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.97KClosed |
$299K - $318K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.02KClosed |
$305K - $324K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.04K- 8.33% |
$306K - $325K
|
33.4K
$3.07M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.08K- 35.82% |
$310K - $330K
|
5.52K
$507K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.15K- 0.61% |
$317K - $337K
|
510K
$46.8M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.24K- 36.67% |
$327K - $347K
|
5.6K
$515K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.35K- 43.48% |
$338K - $359K
|
4.35K
$400K
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.4K- 18.12% |
$343K - $364K
|
15.4K
$1.41M
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
SELL
|
- |
-3.44K- 3.04% |
$346K - $368K
|
109K
$10.1M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.44K- 15.1% |
$347K - $369K
|
19.4K
$1.78M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.47KClosed |
$350K - $371K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.48K- 15.53% |
$351K - $373K
|
18.9K
$1.74M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.49K- 21.32% |
$352K - $374K
|
12.9K
$1.18M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.52K- 24.22% |
$355K - $377K
|
11K
$1.01M
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3.54K- 34.39% |
$357K - $379K
|
6.76K
$621K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.57K- 3.83% |
$360K - $382K
|
89.6K
$8.24M
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-3.6K- 10.33% |
$362K - $385K
|
31.2K
$2.87M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.61K- 18.95% |
$364K - $387K
|
15.5K
$1.42M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.68K- 13.24% |
$370K - $393K
|
24.1K
$2.21M
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.68KClosed |
$371K - $394K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.77K- 6.25% |
$380K - $403K
|
56.5K
$5.19M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.79K- 6.07% |
$382K - $406K
|
58.6K
$5.39M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.89K- 44.58% |
$392K - $417K
|
4.84K
$445K
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-3.89K- 62.52% |
$392K - $417K
|
2.33K
$215K
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.9KClosed |
$393K - $417K
|
0
$0
|