Purchases and Sales Made in Q1 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2024. 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 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.07K+ 8.84% |
$462K - $476K
|
62.4K
$5.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$456K - $470K
|
5K
$461K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.97K+ 55.1% |
$454K - $467K
|
14K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
4.84K+ 17.47% |
$441K - $455K
|
32.5K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.83K+ 3.71% |
$441K - $454K
|
135K
$12.4M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.74K+ 15.07% |
$432K - $446K
|
36.2K
$3.34M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
4.74K+ 5.12% |
$432K - $445K
|
97.2K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.73K+ 3.76% |
$431K - $444K
|
130K
$12M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
4.7K+ 7.72% |
$428K - $441K
|
65.5K
$6.04M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
4.69K+ 9.96% |
$428K - $441K
|
51.8K
$4.78M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.68K+ 30.87% |
$427K - $440K
|
19.8K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.66K+ 0.73% |
$425K - $438K
|
643K
$59.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.66K+ 2.1% |
$425K - $438K
|
226K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.59K+ 3.58% |
$419K - $431K
|
133K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.52KNew |
$413K - $425K
|
4.52K
$417K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.52K+ 42.0% |
$412K - $424K
|
15.3K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
4.5K+ 25.71% |
$410K - $423K
|
22K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 3.42% |
$399K - $411K
|
132K
$12.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.37KNew |
$399K - $411K
|
4.37K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.32K+ 101.93% |
$394K - $406K
|
8.56K
$789K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
4.17K+ 3.02% |
$380K - $391K
|
142K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.13K+ 8.12% |
$377K - $388K
|
55K
$5.07M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.13K+ 3.33% |
$377K - $388K
|
128K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$376K - $387K
|
4.12K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.06K+ 15.18% |
$370K - $381K
|
30.8K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.99K+ 147.01% |
$364K - $375K
|
6.7K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.97K+ 41.8% |
$362K - $373K
|
13.5K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 7.1% |
$359K - $370K
|
59.4K
$5.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.93K+ 6.8% |
$358K - $369K
|
61.7K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.93K+ 5.37% |
$358K - $369K
|
77K
$7.1M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3.93K+ 5.18% |
$358K - $369K
|
79.6K
$7.34M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.86K+ 14.2% |
$352K - $362K
|
31K
$2.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.83K+ 6.34% |
$349K - $360K
|
64.2K
$5.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.8KNew |
$347K - $357K
|
3.8K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
3.8KNew |
$347K - $357K
|
3.8K
$350K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.55K+ 13.5% |
$323K - $333K
|
29.8K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54K+ 9.1% |
$323K - $333K
|
42.5K
$3.92M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.49KNew |
$318K - $328K
|
3.49K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.48K+ 3.52% |
$317K - $327K
|
102K
$9.42M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.44K+ 14.21% |
$314K - $323K
|
27.6K
$2.55M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.41K+ 60.73% |
$311K - $320K
|
9.02K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.38K+ 28.88% |
$309K - $318K
|
15.1K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.35K+ 11.66% |
$305K - $314K
|
32K
$2.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.29KNew |
$300K - $309K
|
3.29K
$303K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.28K+ 16.45% |
$299K - $308K
|
23.2K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.24K+ 26.43% |
$295K - $304K
|
15.5K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.23K+ 2.36% |
$295K - $304K
|
140K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3.16K+ 97.29% |
$288K - $297K
|
6.41K
$591K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.11K+ 1.88% |
$283K - $292K
|
169K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.1K+ 5.0% |
$283K - $292K
|
65.2K
$6.01M
|