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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
770+ 3.13% |
$82.4K - $83.4K
|
25.4K
$2.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
767+ 11.06% |
$82.1K - $83.1K
|
7.7K
$715K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
748New |
$80.1K - $81K
|
748
$69.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
748New |
$80.1K - $81K
|
748
$69.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
721+ 12.14% |
$77.2K - $78.1K
|
6.66K
$619K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
701New |
$75K - $75.9K
|
701
$65.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
674+ 3.99% |
$72.1K - $73K
|
17.6K
$1.63M
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
670+ 21.3% |
$71.7K - $72.6K
|
3.82K
$354K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
653+ 14.19% |
$69.9K - $70.7K
|
5.26K
$488K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
629+ 12.18% |
$67.3K - $68.1K
|
5.8K
$538K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
612+ 6.58% |
$65.5K - $66.3K
|
9.92K
$921K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
606New |
$64.9K - $65.6K
|
606
$56.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
604+ 4.12% |
$64.6K - $65.4K
|
15.3K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
593+ 10.19% |
$63.5K - $64.2K
|
6.41K
$595K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
561+ 31.55% |
$60K - $60.8K
|
2.34K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
541+ 3.46% |
$57.9K - $58.6K
|
16.2K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
507+ 79.34% |
$54.3K - $54.9K
|
1.15K
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
500+ 4.55% |
$53.5K - $54.2K
|
11.5K
$1.07M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 3.24% |
$53.5K - $54.2K
|
15.9K
$1.48M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
464New |
$49.7K - $50.3K
|
464
$43.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
453+ 6.47% |
$48.5K - $49.1K
|
7.46K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
439+ 2.43% |
$47K - $47.6K
|
18.5K
$1.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
436+ 2.76% |
$46.7K - $47.2K
|
16.2K
$1.51M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
420New |
$45K - $45.5K
|
420
$39K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
419New |
$44.8K - $45.4K
|
419
$38.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
404+ 1.17% |
$43.2K - $43.8K
|
34.8K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
400New |
$42.8K - $43.3K
|
400
$37.1K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
398New |
$42.6K - $43.1K
|
398
$37K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
387+ 19.14% |
$41.4K - $41.9K
|
2.41K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
387+ 16.96% |
$41.4K - $41.9K
|
2.67K
$248K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
359+ 4.56% |
$38.4K - $38.9K
|
8.23K
$764K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
359+ 4.56% |
$38.4K - $38.9K
|
8.23K
$764K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
357+ 4.14% |
$38.2K - $38.7K
|
8.97K
$833K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
348+ 15.71% |
$37.2K - $37.7K
|
2.56K
$238K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
346+ 6.45% |
$37K - $37.5K
|
5.71K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
345+ 2875.0% |
$36.9K - $37.4K
|
357
$33.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
343New |
$36.7K - $37.2K
|
343
$31.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
340+ 1.99% |
$36.4K - $36.8K
|
17.4K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
328New |
$35.1K - $35.5K
|
328
$30.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
316New |
$33.8K - $34.2K
|
316
$29.3K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
310+ 0.16% |
$33.2K - $33.6K
|
191K
$17.7M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
309+ 100.65% |
$33.1K - $33.5K
|
616
$57.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
294+ 1.81% |
$31.5K - $31.8K
|
16.5K
$1.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
293+ 4.58% |
$31.4K - $31.7K
|
6.69K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
293+ 0.64% |
$31.4K - $31.7K
|
46.1K
$4.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
274+ 6.59% |
$29.3K - $29.7K
|
4.43K
$411K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
267+ 1.26% |
$28.6K - $28.9K
|
21.4K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
260+ 4.66% |
$27.8K - $28.2K
|
5.84K
$542K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
260+ 18.66% |
$27.8K - $28.2K
|
1.65K
$154K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
256New |
$27.4K - $27.7K
|
256
$23.8K
|