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 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.4K- 1.62% |
$3.34M - $3.51M
|
2.21M
$204M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.5K- 91.23% |
$3.43M - $3.61M
|
3.6K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-39.6K- 68.75% |
$3.63M - $3.82M
|
18K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-40.1K- 49.47% |
$3.68M - $3.87M
|
41K
$3.77M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.6K- 19.37% |
$4M - $4.21M
|
182K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-44.9K- 31.88% |
$4.11M - $4.33M
|
95.8K
$8.81M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-46.5K- 36.19% |
$4.27M - $4.49M
|
82.1K
$7.54M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53.5K- 60.96% |
$4.91M - $5.16M
|
34.3K
$3.15M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-57.1K- 1.76% |
$5.23M - $5.51M
|
3.19M
$293M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-71.3K- 76.09% |
$6.53M - $6.87M
|
22.4K
$2.06M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.5K- 22.41% |
$6.83M - $7.18M
|
258K
$23.7M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-77.6K- 40.77% |
$7.12M - $7.49M
|
113K
$10.4M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-81.3K- 66.88% |
$7.45M - $7.84M
|
40.2K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-90.4K- 69.49% |
$8.29M - $8.72M
|
39.7K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-119K- 97.12% |
$10.9M - $11.4M
|
3.52K
$323K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-137K- 84.99% |
$12.6M - $13.3M
|
24.3K
$2.23M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-144K- 76.19% |
$13.2M - $13.9M
|
45K
$4.14M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-146K- 41.43% |
$13.4M - $14.1M
|
207K
$19M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-167K- 97.17% |
$15.3M - $16.1M
|
4.87K
$448K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-214K- 60.48% |
$19.6M - $20.6M
|
140K
$12.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-224K- 72.9% |
$20.6M - $21.7M
|
83.5K
$7.67M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-246K- 33.13% |
$22.6M - $23.8M
|
497K
$45.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-247K- 53.9% |
$22.7M - $23.9M
|
212K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-255K- 82.96% |
$23.4M - $24.6M
|
52.4K
$4.82M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-260K- 48.56% |
$23.8M - $25.1M
|
276K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-341K- 37.52% |
$31.3M - $32.9M
|
568K
$52.2M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-341K- 99.03% |
$31.3M - $32.9M
|
3.34K
$307K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.73M- 69.4% |
$159M - $167M
|
763K
$70.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5M- 14.52% |
$961M - $1.01B
|
61.7M
$5.67B
|