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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.6K+ 187.39% |
$1.03M - $1.04M
|
14.7K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.04K+ 0.96% |
$968K - $979K
|
949K
$88.2M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.84KNew |
$947K - $958K
|
8.84K
$821K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.83K+ 34.15% |
$945K - $956K
|
34.7K
$3.22M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.78K+ 3.64% |
$940K - $951K
|
250K
$23.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
8.74K+ 34.18% |
$936K - $947K
|
34.3K
$3.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
8.72KNew |
$933K - $944K
|
8.72K
$810K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.69K+ 7429.06% |
$930K - $942K
|
8.81K
$818K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.63KNew |
$923K - $934K
|
8.63K
$801K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.62K+ 79.59% |
$923K - $934K
|
19.5K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.55K+ 5.07% |
$915K - $926K
|
177K
$16.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.5K+ 10.67% |
$910K - $921K
|
88.1K
$8.19M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
8.43KNew |
$902K - $913K
|
8.43K
$783K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.35K+ 8.63% |
$894K - $905K
|
105K
$9.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
8.08KNew |
$864K - $875K
|
8.08K
$750K
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.98K+ 5.04% |
$854K - $865K
|
166K
$15.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
7.92K+ 80.73% |
$847K - $857K
|
17.7K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.77KNew |
$831K - $841K
|
7.77K
$721K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.69KNew |
$823K - $833K
|
7.69K
$714K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.46K+ 179.13% |
$798K - $808K
|
11.6K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.28K+ 2.22% |
$779K - $789K
|
335K
$31.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.26K+ 12.14% |
$777K - $787K
|
67.1K
$6.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.13KNew |
$764K - $773K
|
7.13K
$663K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7K+ 8.2% |
$749K - $758K
|
92.4K
$8.58M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
7K+ 10.56% |
$749K - $758K
|
73.2K
$6.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
6.84K+ 8.99% |
$732K - $741K
|
83K
$7.71M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
6.59KNew |
$706K - $714K
|
6.59K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.47K+ 8.57% |
$692K - $701K
|
81.9K
$7.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
6.4K+ 97.83% |
$685K - $694K
|
13K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.28K+ 19.44% |
$672K - $680K
|
38.6K
$3.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.01K+ 5.93% |
$643K - $651K
|
107K
$9.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.99K+ 14.44% |
$641K - $649K
|
47.5K
$4.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.96K+ 6.46% |
$638K - $646K
|
98.3K
$9.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.95K+ 3.33% |
$637K - $645K
|
185K
$17.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.87KNew |
$628K - $636K
|
5.87K
$545K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.84K+ 3.01% |
$625K - $632K
|
200K
$18.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.78KNew |
$618K - $626K
|
5.78K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.6KNew |
$599K - $607K
|
5.6K
$520K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.59KNew |
$598K - $606K
|
5.59K
$519K
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.54KNew |
$593K - $600K
|
5.54K
$514K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
5.4K+ 15.56% |
$578K - $585K
|
40.1K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.13K+ 3.61% |
$549K - $556K
|
147K
$13.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.91K+ 3.92% |
$525K - $531K
|
130K
$12.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.9K+ 5.84% |
$524K - $531K
|
88.8K
$8.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
4.76K+ 6.25% |
$510K - $516K
|
80.9K
$7.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4.59K+ 66.92% |
$491K - $497K
|
11.4K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.52K+ 21.5% |
$484K - $489K
|
25.5K
$2.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.46K+ 4.22% |
$477K - $483K
|
110K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.41K+ 3.01% |
$472K - $477K
|
151K
$14M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.34K+ 7.67% |
$465K - $471K
|
61K
$5.67M
|