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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.9KClosed |
$393K - $417K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.93KClosed |
$396K - $421K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.98K- 36.67% |
$401K - $426K
|
6.86K
$633K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-4K- 12.86% |
$403K - $428K
|
27.1K
$2.5M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.11KClosed |
$414K - $440K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-4.14K- 26.1% |
$418K - $444K
|
11.7K
$1.08M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.21K- 31.94% |
$424K - $450K
|
8.96K
$826K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.22KClosed |
$425K - $452K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.24K- 0.99% |
$427K - $454K
|
424K
$39.1M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.27K- 30.98% |
$430K - $457K
|
9.51K
$877K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.3K- 22.65% |
$433K - $460K
|
14.7K
$1.35M
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.36K- 9.68% |
$440K - $467K
|
40.7K
$3.75M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.65K- 49.83% |
$468K - $498K
|
4.68K
$431K
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.67KClosed |
$471K - $500K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-4.74K- 6.48% |
$478K - $508K
|
68.5K
$6.31M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.93K- 84.5% |
$497K - $528K
|
905
$83.4K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.09K- 57.48% |
$513K - $545K
|
3.76K
$347K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-5.41KClosed |
$545K - $579K
|
0
$0
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.42K- 18.76% |
$547K - $581K
|
23.5K
$2.17M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.43K- 3.87% |
$547K - $581K
|
135K
$12.4M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.78KClosed |
$582K - $618K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.8KClosed |
$584K - $620K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6.06K- 20.75% |
$611K - $649K
|
23.1K
$2.13M
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
SELL
|
- |
-6.26K- 48.34% |
$631K - $670K
|
6.69K
$617K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.3K- 57.66% |
$634K - $674K
|
4.62K
$426K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.47K- 3.5% |
$652K - $692K
|
178K
$16.4M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.63K- 6.31% |
$668K - $709K
|
98.4K
$9.08M
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.83K- 14.24% |
$689K - $732K
|
41.2K
$3.79M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.84K- 69.71% |
$690K - $733K
|
2.97K
$274K
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-6.94K- 8.58% |
$699K - $743K
|
74K
$6.82M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.23K- 4.36% |
$728K - $774K
|
159K
$14.6M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.29K- 3.49% |
$735K - $781K
|
202K
$18.6M
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-7.52K- 8.29% |
$758K - $806K
|
83.2K
$7.67M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.08K- 63.69% |
$814K - $865K
|
4.61K
$425K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-8.19K- 54.01% |
$825K - $877K
|
6.97K
$643K
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-8.3K- 4.36% |
$837K - $889K
|
182K
$16.8M
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-8.31K- 21.27% |
$838K - $890K
|
30.8K
$2.84M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-8.34K- 25.08% |
$840K - $892K
|
24.9K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.42K- 95.6% |
$849K - $902K
|
388
$35.8K
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-8.61K- 9.68% |
$868K - $922K
|
80.3K
$7.41M
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-8.74KClosed |
$881K - $936K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.2K- 7.48% |
$927K - $985K
|
114K
$10.5M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.29K- 3.12% |
$937K - $995K
|
288K
$26.6M
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.33K- 74.57% |
$940K - $999K
|
3.18K
$293K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9.42K- 45.87% |
$949K - $1.01M
|
11.1K
$1.02M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9.43K- 74.63% |
$951K - $1.01M
|
3.21K
$296K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.5K- 62.9% |
$958K - $1.02M
|
5.61K
$517K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.54K- 6.32% |
$961K - $1.02M
|
141K
$13M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-9.58K- 95.41% |
$965K - $1.03M
|
461
$42.5K
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-9.58K- 18.05% |
$966K - $1.03M
|
43.5K
$4.01M
|