Purchases and Sales Made in Q4 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2022. 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 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
44+ 0.11% |
$3.9K - $4.2K
|
39.3K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
40New |
$3.55K - $3.82K
|
40
$3.71K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.35% |
$3.37K - $3.63K
|
11K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 4.85% |
$3.37K - $3.63K
|
821
$76.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
38New |
$3.37K - $3.63K
|
38
$3.53K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
37New |
$3.28K - $3.53K
|
37
$3.44K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 4.67% |
$3.1K - $3.34K
|
785
$72.9K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
34+ 0.54% |
$3.01K - $3.24K
|
6.34K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24New |
$2.13K - $2.29K
|
24
$2.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
23New |
$2.04K - $2.2K
|
23
$2.14K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23New |
$2.04K - $2.2K
|
23
$2.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$1.95K - $2.1K
|
22
$2.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
21+ 38.18% |
$1.86K - $2K
|
76
$7.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
21+ 0.3% |
$1.86K - $2K
|
6.92K
$643K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20+ 0.58% |
$1.77K - $1.91K
|
3.48K
$323K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 20.55% |
$1.33K - $1.43K
|
88
$8.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.92% |
$1.33K - $1.43K
|
1.65K
$153K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12New |
$1.06K - $1.15K
|
12
$1.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.98% |
$532 - $573
|
619
$57.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$177 - $191
|
3.11K
$289K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.02% |
$177 - $191
|
9.37K
$870K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$88.7 - $95.4
|
1
$92.9
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$88.7 - $95.4
|
5.66K
$525K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.95% |
$88.7 - $95.4
|
106
$9.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1- -0.0% |
$88.7 - $95.4
|
47.6K
$4.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.1% |
$443 - $477
|
5.15K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7- 0.08% |
$621 - $668
|
9.29K
$862K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 17.14% |
$1.06K - $1.15K
|
58
$5.39K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-17- 0.29% |
$1.51K - $1.62K
|
5.9K
$548K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 5.41% |
$1.86K - $2K
|
367
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-23- 18.11% |
$2.04K - $2.2K
|
104
$9.66K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-26- 8.97% |
$2.31K - $2.48K
|
264
$24.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-34- 1.97% |
$3.01K - $3.24K
|
1.7K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-37- 34.58% |
$3.28K - $3.53K
|
70
$6.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-40- 0.45% |
$3.55K - $3.82K
|
8.79K
$817K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-42- 0.46% |
$3.72K - $4.01K
|
9.1K
$845K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-46- 1.46% |
$4.08K - $4.39K
|
3.11K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50- 1.96% |
$4.43K - $4.77K
|
2.5K
$232K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-51- 9.06% |
$4.52K - $4.87K
|
512
$47.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-54- 30.51% |
$4.79K - $5.15K
|
123
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-57- 2.22% |
$5.05K - $5.44K
|
2.52K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.58% |
$5.14K - $5.54K
|
3.62K
$336K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-62- 3.14% |
$5.5K - $5.92K
|
1.91K
$178K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-64- 0.61% |
$5.67K - $6.11K
|
10.4K
$965K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-64- 1.58% |
$5.67K - $6.11K
|
3.98K
$369K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-73- 39.89% |
$6.47K - $6.97K
|
110
$10.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-85- 9.75% |
$7.54K - $8.11K
|
787
$73.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-93- 1.42% |
$8.25K - $8.88K
|
6.46K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-97- 0.67% |
$8.6K - $9.26K
|
14.3K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-102- 1.28% |
$9.04K - $9.73K
|
7.87K
$731K
|