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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.33KNew |
$463K - $469K
|
4.33K
$402K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.22KNew |
$452K - $457K
|
4.22K
$392K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.2K+ 24.16% |
$450K - $455K
|
21.6K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.18KNew |
$447K - $453K
|
4.18K
$388K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
4.15KNew |
$444K - $449K
|
4.15K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.14K+ 7.26% |
$443K - $448K
|
61.2K
$5.68M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.11KNew |
$440K - $445K
|
4.11K
$382K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.11KNew |
$439K - $445K
|
4.11K
$381K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
4.04KNew |
$432K - $438K
|
4.04K
$375K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.99K+ 164.79% |
$427K - $432K
|
6.41K
$595K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.83K+ 43.87% |
$410K - $415K
|
12.6K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.75K+ 7.54% |
$402K - $406K
|
53.5K
$4.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
3.67K+ 33.83% |
$393K - $397K
|
14.5K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.51K+ 8.48% |
$375K - $380K
|
44.9K
$4.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.41KNew |
$365K - $369K
|
3.41K
$316K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.31K+ 2041.98% |
$354K - $358K
|
3.47K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.28K+ 3.78% |
$351K - $356K
|
90.2K
$8.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.23K+ 2.69% |
$345K - $350K
|
123K
$11.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.16K+ 1.14% |
$338K - $342K
|
281K
$26.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 4.27% |
$338K - $342K
|
77.1K
$7.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.06K+ 60.12% |
$328K - $331K
|
8.15K
$757K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$325K - $329K
|
3.04K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.98K+ 10.61% |
$319K - $323K
|
31.1K
$2.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.98K+ 358.55% |
$319K - $322K
|
3.81K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.78KNew |
$297K - $301K
|
2.78K
$258K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.73K+ 20.78% |
$292K - $295K
|
15.8K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 17.91% |
$284K - $287K
|
17.5K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.6K+ 9.06% |
$278K - $282K
|
31.3K
$2.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
2.6K+ 3.15% |
$278K - $281K
|
84.9K
$7.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.57K+ 132.0% |
$275K - $278K
|
4.52K
$419K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
2.56K+ 25.96% |
$274K - $277K
|
12.4K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.55K+ 203.44% |
$272K - $276K
|
3.8K
$353K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
2.48KNew |
$265K - $268K
|
2.48K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.46K+ 687.15% |
$263K - $266K
|
2.82K
$262K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.4KNew |
$257K - $260K
|
2.4K
$223K
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
BUY
|
- |
2.39KNew |
$256K - $259K
|
2.39K
$222K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.35K+ 6.92% |
$252K - $255K
|
36.4K
$3.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.24KNew |
$240K - $243K
|
2.24K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
2.22K+ 8.22% |
$237K - $240K
|
29.2K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.21K+ 0.42% |
$237K - $240K
|
531K
$49.3M
|
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.2KNew |
$235K - $238K
|
2.2K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.17KNew |
$232K - $235K
|
2.17K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.1KNew |
$225K - $228K
|
2.1K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.08KNew |
$222K - $225K
|
2.08K
$193K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.06KNew |
$220K - $223K
|
2.06K
$191K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05KNew |
$220K - $222K
|
2.05K
$190K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.05K+ 45.23% |
$219K - $222K
|
6.58K
$611K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.99KNew |
$213K - $216K
|
1.99K
$185K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.96K+ 66.44% |
$210K - $212K
|
4.91K
$456K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.95KNew |
$208K - $211K
|
1.95K
$181K
|