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 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
4+ 0.15% |
$403 - $428
|
2.61K
$240K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 1.17% |
$302 - $321
|
259
$23.8K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.33% |
$202 - $214
|
608
$55.9K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.04% |
$101 - $107
|
2.38K
$219K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1- 0.32% |
$101 - $107
|
316
$29K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.01% |
$101 - $107
|
17.4K
$1.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.02% |
$101 - $107
|
4.9K
$450K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1- 20.0% |
$101 - $107
|
4
$368
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-4Closed |
$403 - $428
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5Closed |
$504 - $535
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.1% |
$504 - $535
|
5.23K
$481K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-9- 0.18% |
$907 - $964
|
5.01K
$461K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-11Closed |
$1.11K - $1.18K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-16Closed |
$1.61K - $1.71K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-20- 0.29% |
$2.02K - $2.14K
|
6.88K
$632K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22Closed |
$2.22K - $2.36K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-24- 0.21% |
$2.42K - $2.57K
|
11.3K
$1.03M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-25Closed |
$2.52K - $2.68K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26- 0.69% |
$2.62K - $2.78K
|
3.74K
$344K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29- 31.87% |
$2.92K - $3.1K
|
62
$5.7K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 5.48% |
$3.02K - $3.21K
|
517
$47.5K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-30- 0.97% |
$3.02K - $3.21K
|
3.07K
$283K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-30- 9.93% |
$3.02K - $3.21K
|
272
$25K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-30Closed |
$3.02K - $3.21K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-35- 11.63% |
$3.53K - $3.75K
|
266
$24.5K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-35- 44.87% |
$3.53K - $3.75K
|
43
$3.95K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-35Closed |
$3.53K - $3.75K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-37Closed |
$3.73K - $3.96K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38Closed |
$3.83K - $4.07K
|
0
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 0.24% |
$3.93K - $4.18K
|
15.9K
$1.46M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-44- 30.77% |
$4.43K - $4.71K
|
99
$9.1K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-49- 1.27% |
$4.94K - $5.25K
|
3.81K
$350K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-50- 0.99% |
$5.04K - $5.35K
|
5K
$460K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-50- 3.12% |
$5.04K - $5.35K
|
1.55K
$143K
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-50- 0.13% |
$5.04K - $5.35K
|
39K
$3.59M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-54Closed |
$5.44K - $5.78K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-56- 1.0% |
$5.64K - $6K
|
5.54K
$510K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-57- 11.66% |
$5.75K - $6.1K
|
432
$39.7K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-59- 1.44% |
$5.95K - $6.32K
|
4.05K
$372K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-62Closed |
$6.25K - $6.64K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-64Closed |
$6.45K - $6.85K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-67- 2.02% |
$6.75K - $7.17K
|
3.25K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-69- 87.34% |
$6.95K - $7.39K
|
10
$919
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-73- 3.47% |
$7.36K - $7.82K
|
2.03K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-73Closed |
$7.36K - $7.82K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-75Closed |
$7.56K - $8.03K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-75- 2.77% |
$7.56K - $8.03K
|
2.63K
$242K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-85- 44.74% |
$8.57K - $9.1K
|
105
$9.65K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-86- 76.79% |
$8.67K - $9.21K
|
26
$2.39K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-87- 25.36% |
$8.77K - $9.31K
|
256
$23.5K
|