Purchases and Sales Made in Q4 2021 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37.1KNew |
$3.97M - $4.02M
|
37.1K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 0.6% |
$3.7M - $3.74M
|
5.8M
$538M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
34.3KNew |
$3.68M - $3.72M
|
34.3K
$3.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.7K+ 35.82% |
$3.5M - $3.54M
|
124K
$11.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
32.6K+ 4927.99% |
$3.49M - $3.53M
|
33.2K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
31.7KNew |
$3.4M - $3.44M
|
31.7K
$2.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
31.4K+ 60.18% |
$3.36M - $3.4M
|
83.5K
$7.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31.2KNew |
$3.34M - $3.38M
|
31.2K
$2.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
31.2K+ 31.1% |
$3.34M - $3.38M
|
131K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
30.1K+ 64.62% |
$3.22M - $3.26M
|
76.6K
$7.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30K+ 17.81% |
$3.21M - $3.25M
|
198K
$18.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
28.7K+ 10.04% |
$3.07M - $3.11M
|
315K
$29.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
28.3K+ 778.88% |
$3.03M - $3.07M
|
32K
$2.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
26.8K+ 13.61% |
$2.87M - $2.9M
|
224K
$20.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25.2KNew |
$2.69M - $2.73M
|
25.2K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
24K+ 0.89% |
$2.57M - $2.6M
|
2.71M
$251M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23KNew |
$2.46M - $2.49M
|
23K
$2.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
22.3KNew |
$2.39M - $2.42M
|
22.3K
$2.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.2K+ 184.28% |
$2.27M - $2.29M
|
32.7K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.6K+ 7.05% |
$2.1M - $2.13M
|
298K
$27.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
18.8KNew |
$2.01M - $2.04M
|
18.8K
$1.75M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
18.7K+ 9.55% |
$2M - $2.03M
|
214K
$19.9M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
18.4KNew |
$1.97M - $1.99M
|
18.4K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Lindenwold Advisors
|
BUY
|
- |
18.1KNew |
$1.93M - $1.96M
|
18.1K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
17.5K+ 2.8% |
$1.88M - $1.9M
|
644K
$59.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
17.2K+ 4.35% |
$1.84M - $1.86M
|
412K
$38.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
16.6K+ 26.43% |
$1.77M - $1.79M
|
79.2K
$7.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
16.3KNew |
$1.74M - $1.76M
|
16.3K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.9KNew |
$1.7M - $1.72M
|
15.9K
$1.47M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$1.65M - $1.67M
|
15.4K
$1.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
15.2KNew |
$1.62M - $1.64M
|
15.2K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15K+ 5.07% |
$1.61M - $1.63M
|
312K
$28.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15K+ 25.44% |
$1.61M - $1.63M
|
74K
$6.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 132.25% |
$1.59M - $1.61M
|
26.1K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 6.5% |
$1.54M - $1.56M
|
236K
$21.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.3K+ 2.07% |
$1.53M - $1.55M
|
706K
$65.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
14.2K+ 33.83% |
$1.52M - $1.54M
|
56.3K
$5.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
13.4KNew |
$1.44M - $1.46M
|
13.4K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.3K+ 70.26% |
$1.42M - $1.44M
|
32.2K
$2.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
13.2K+ 1.79% |
$1.42M - $1.43M
|
753K
$70M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12.5KNew |
$1.34M - $1.36M
|
12.5K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.6KNew |
$1.24M - $1.25M
|
11.6K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11.3KNew |
$1.21M - $1.22M
|
11.3K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
11.1K+ 25.74% |
$1.19M - $1.21M
|
54.4K
$5.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.1K+ 90.84% |
$1.19M - $1.21M
|
23.4K
$2.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.1K+ 536.61% |
$1.19M - $1.2M
|
13.2K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
11K+ 21.44% |
$1.18M - $1.2M
|
62.5K
$5.81M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$1.16M - $1.18M
|
10.9K
$1.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
10.5K+ 3.06% |
$1.12M - $1.14M
|
353K
$32.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.82KNew |
$1.05M - $1.06M
|
9.82K
$912K
|