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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
300+ 1.63% |
$27.5K - $28.9K
|
18.7K
$1.72M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
295+ 9.32% |
$27.1K - $28.5K
|
3.46K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
295+ 9.32% |
$27.1K - $28.5K
|
3.46K
$319K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
292+ 9.52% |
$26.8K - $28.2K
|
3.36K
$310K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
271+ 4.24% |
$24.9K - $26.1K
|
6.67K
$615K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
255New |
$23.4K - $24.6K
|
255
$23.5K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
247+ 6.71% |
$22.6K - $23.8K
|
3.93K
$362K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
243+ 1.94% |
$22.3K - $23.4K
|
12.8K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
240+ 2.25% |
$22K - $23.1K
|
10.9K
$1.01M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
232+ 1.46% |
$21.3K - $22.4K
|
16.1K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
221+ 1.77% |
$20.3K - $21.3K
|
12.7K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
215+ 5.09% |
$19.7K - $20.7K
|
4.44K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
213New |
$19.5K - $20.5K
|
213
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
213+ 332.81% |
$19.5K - $20.5K
|
277
$25.5K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
212+ 209.9% |
$19.4K - $20.4K
|
313
$28.9K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
191+ 0.25% |
$17.5K - $18.4K
|
78K
$7.19M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
185+ 2.2% |
$17K - $17.8K
|
8.58K
$791K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
177+ 8.4% |
$16.2K - $17.1K
|
2.28K
$211K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
176New |
$16.1K - $17K
|
176
$16.2K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
174+ 2.95% |
$16K - $16.8K
|
6.07K
$560K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
171+ 0.41% |
$15.7K - $16.5K
|
41.5K
$3.83M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
167+ 0.48% |
$15.3K - $16.1K
|
35.3K
$3.25M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
167+ 6.88% |
$15.3K - $16.1K
|
2.6K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
165+ 2.56% |
$15.1K - $15.9K
|
6.62K
$610K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
163+ 19.85% |
$14.9K - $15.7K
|
984
$90.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
160+ 3.4% |
$14.7K - $15.4K
|
4.87K
$449K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
158+ 6.01% |
$14.5K - $15.2K
|
2.79K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
156+ 2.06% |
$14.3K - $15K
|
7.75K
$714K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
139+ 3.69% |
$12.7K - $13.4K
|
3.91K
$360K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
129New |
$11.8K - $12.4K
|
129
$11.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
126+ 969.23% |
$11.6K - $12.2K
|
139
$12.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
124+ 5.2% |
$11.4K - $12K
|
2.51K
$231K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
117New |
$10.7K - $11.3K
|
117
$10.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
113+ 3.25% |
$10.4K - $10.9K
|
3.59K
$331K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
107+ 4.79% |
$9.81K - $10.3K
|
2.34K
$216K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
101New |
$9.26K - $9.74K
|
101
$9.31K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
98New |
$8.99K - $9.45K
|
98
$9.03K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
89New |
$8.16K - $8.58K
|
89
$8.2K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
79+ 1.14% |
$7.24K - $7.62K
|
7K
$646K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
55+ 0.24% |
$5.04K - $5.3K
|
22.8K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51New |
$4.68K - $4.92K
|
51
$4.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
50+ 0.14% |
$4.59K - $4.82K
|
36.2K
$3.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
48+ 6.11% |
$4.4K - $4.63K
|
833
$76.8K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
45New |
$4.13K - $4.34K
|
45
$4.15K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
40New |
$3.67K - $3.86K
|
40
$3.69K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
37+ 4.7% |
$3.39K - $3.57K
|
824
$76K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35New |
$3.21K - $3.38K
|
35
$3.23K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.54% |
$2.93K - $3.09K
|
5.9K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 1033.33% |
$2.84K - $2.99K
|
34
$3.13K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.52% |
$2.84K - $2.99K
|
5.95K
$549K
|