Purchases and Sales Made in Q1 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2023. 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, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.72K- 1.39% |
$433K - $455K
|
334K
$30.8M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.77K- 67.33% |
$437K - $460K
|
2.31K
$213K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-4.9K- 5.3% |
$449K - $473K
|
87.6K
$8.07M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5KClosed |
$458K - $482K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.27K- 98.03% |
$483K - $508K
|
106
$9.77K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.33K- 0.89% |
$489K - $514K
|
593K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-5.91K- 56.93% |
$542K - $570K
|
4.47K
$412K
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 64.01% |
$559K - $588K
|
3.43K
$316K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.48K- 64.41% |
$594K - $625K
|
3.58K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.5K- 6.07% |
$596K - $627K
|
101K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.03K- 6.24% |
$644K - $678K
|
106K
$9.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.5K- 1.74% |
$687K - $723K
|
423K
$39M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-7.93K- 20.61% |
$727K - $765K
|
30.6K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.06K- 37.12% |
$739K - $777K
|
13.6K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.2K- 25.12% |
$752K - $791K
|
24.4K
$2.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.21K- 3.67% |
$753K - $792K
|
216K
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.3K- 14.28% |
$761K - $801K
|
49.8K
$4.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.32K- 5.32% |
$763K - $802K
|
148K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-8.46K- 8.37% |
$776K - $816K
|
92.6K
$8.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.53K- 2.62% |
$782K - $823K
|
317K
$29.3M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.69K- 35.36% |
$797K - $838K
|
15.9K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.06K- 4.64% |
$831K - $874K
|
186K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.13K- 50.23% |
$837K - $881K
|
9.05K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.19K- 14.5% |
$843K - $886K
|
54.2K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.71K- 8.02% |
$890K - $936K
|
111K
$10.3M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.8K- 66.04% |
$991K - $1.04M
|
5.56K
$512K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.1K- 16.25% |
$1.02M - $1.07M
|
57.1K
$5.27M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.3K- 67.25% |
$1.03M - $1.09M
|
5.48K
$505K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12KClosed |
$1.1M - $1.16M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.5K- 5.1% |
$1.15M - $1.21M
|
233K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.7K- 8.8% |
$1.16M - $1.22M
|
131K
$12.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.8K- 9.45% |
$1.17M - $1.23M
|
123K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-13.1K- 91.22% |
$1.2M - $1.26M
|
1.26K
$116K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.8K- 2.45% |
$1.27M - $1.33M
|
551K
$50.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-14.2K- 31.95% |
$1.3M - $1.37M
|
30.2K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-14.4K- 58.92% |
$1.32M - $1.39M
|
10.1K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.9K- 14.79% |
$1.37M - $1.44M
|
85.8K
$7.91M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15K- 2.99% |
$1.38M - $1.45M
|
488K
$44.9M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15.1K- 49.94% |
$1.39M - $1.46M
|
15.1K
$1.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 4.96% |
$1.59M - $1.67M
|
332K
$30.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18.1K- 59.85% |
$1.66M - $1.74M
|
12.1K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.2K- 58.96% |
$1.67M - $1.75M
|
12.7K
$1.17M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-19.1K- 4.42% |
$1.75M - $1.84M
|
412K
$38M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-19.4K- 1.3% |
$1.78M - $1.87M
|
1.47M
$136M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20.5K- 21.08% |
$1.88M - $1.98M
|
76.9K
$7.09M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24.2K- 29.88% |
$2.22M - $2.33M
|
56.8K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25.5K- 99.63% |
$2.34M - $2.46M
|
95
$8.76K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-25.8K- 91.01% |
$2.37M - $2.49M
|
2.55K
$235K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-26.7K- 17.41% |
$2.45M - $2.57M
|
127K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-29.6K- 10.45% |
$2.71M - $2.85M
|
254K
$23.4M
|