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 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
84.7K+ 259.43% |
$7.76M - $8.17M
|
117K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.4K+ 49.68% |
$7.74M - $8.14M
|
254K
$23.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
82.5K+ 2175.47% |
$7.56M - $7.95M
|
86.3K
$7.95M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
77.6K+ 99.74% |
$7.11M - $7.48M
|
155K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
75.5K+ 858.07% |
$6.92M - $7.28M
|
84.2K
$7.77M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74.4K+ 28.83% |
$6.82M - $7.17M
|
332K
$30.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
72.1K+ 22.7% |
$6.61M - $6.95M
|
390K
$35.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
71.3K+ 18.67% |
$6.54M - $6.87M
|
453K
$41.8M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
70.6KNew |
$6.47M - $6.81M
|
70.6K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.2K+ 28.41% |
$6.07M - $6.39M
|
299K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
65.3KNew |
$5.99M - $6.3M
|
65.3K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63.4KNew |
$5.81M - $6.11M
|
63.4K
$5.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
60.9K+ 8.09% |
$5.58M - $5.87M
|
813K
$75M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
60.4K+ 83.85% |
$5.54M - $5.82M
|
132K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59.6K+ 41.27% |
$5.47M - $5.75M
|
204K
$18.8M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
59.5K+ 41.34% |
$5.45M - $5.74M
|
203K
$18.7M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.8K+ 80.88% |
$5.39M - $5.67M
|
132K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
58.5K+ 261.26% |
$5.36M - $5.64M
|
80.8K
$7.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
58.1K+ 27.46% |
$5.33M - $5.6M
|
270K
$24.9M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
57.9K+ 259.06% |
$5.31M - $5.59M
|
80.3K
$7.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
57.4K+ 28.83% |
$5.26M - $5.53M
|
256K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.7K+ 12.59% |
$5.1M - $5.37M
|
498K
$45.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
55.6K+ 488.66% |
$5.1M - $5.36M
|
67K
$6.18M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
52.4K+ 15.0% |
$4.81M - $5.06M
|
402K
$37.1M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
50.8KNew |
$4.66M - $4.9M
|
50.8K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
50.6K+ 24.54% |
$4.64M - $4.88M
|
257K
$23.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49.6K+ 63.16% |
$4.55M - $4.79M
|
128K
$11.8M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
46.4K+ 2.35% |
$4.26M - $4.48M
|
2.02M
$187M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
43.5K+ 14.05% |
$3.99M - $4.19M
|
353K
$32.5M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
43K+ 31.48% |
$3.94M - $4.15M
|
180K
$16.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
41.8KNew |
$3.84M - $4.04M
|
41.8K
$3.86M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
41.7K+ 161.43% |
$3.82M - $4.02M
|
67.5K
$6.23M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39K+ 19.88% |
$3.57M - $3.76M
|
235K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38.3K+ 25.74% |
$3.51M - $3.69M
|
187K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
37.6K+ 2.43% |
$3.45M - $3.63M
|
1.58M
$146M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.1K+ 8.61% |
$3.4M - $3.58M
|
468K
$43.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37K+ 145.27% |
$3.39M - $3.57M
|
62.5K
$5.76M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
36.2KNew |
$3.32M - $3.49M
|
36.2K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.6K+ 20.23% |
$3.26M - $3.43M
|
211K
$19.5M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
34.9K+ 13.96% |
$3.2M - $3.37M
|
285K
$26.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34.5KNew |
$3.16M - $3.32M
|
34.5K
$3.18M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
34.2KNew |
$3.14M - $3.3M
|
34.2K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33.4K+ 20.5% |
$3.07M - $3.23M
|
197K
$18.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
33K+ 14.94% |
$3.03M - $3.19M
|
254K
$23.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.8K+ 22.26% |
$3.01M - $3.16M
|
180K
$16.6M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 846.09% |
$2.98M - $3.13M
|
36.3K
$3.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
32.4K+ 25.24% |
$2.97M - $3.12M
|
161K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
32K+ 25.93% |
$2.93M - $3.09M
|
155K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31.3K+ 553.49% |
$2.87M - $3.02M
|
36.9K
$3.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 58.7% |
$2.82M - $2.97M
|
83.3K
$7.68M
|