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 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-108- 0.86% |
$9.58K - $10.3K
|
12.5K
$1.16M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-114- 1.83% |
$10.1K - $10.9K
|
6.13K
$569K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-129- 2.78% |
$11.4K - $12.3K
|
4.52K
$419K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-133- 75.14% |
$11.8K - $12.7K
|
44
$4.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-139- 3.47% |
$12.3K - $13.3K
|
3.87K
$359K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-142- 6.14% |
$12.6K - $13.6K
|
2.17K
$202K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-144- 5.79% |
$12.8K - $13.7K
|
2.34K
$218K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-145- 9.57% |
$12.9K - $13.8K
|
1.37K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-149- 2.87% |
$13.2K - $14.2K
|
5.05K
$469K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-150- 9.97% |
$13.3K - $14.3K
|
1.35K
$126K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-155- 1.11% |
$13.7K - $14.8K
|
13.9K
$1.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-178- 6.8% |
$15.8K - $17K
|
2.44K
$226K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-194- 0.59% |
$17.2K - $18.5K
|
32.6K
$3.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-198- 3.07% |
$17.6K - $18.9K
|
6.26K
$582K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-199- 7.18% |
$17.6K - $19K
|
2.57K
$239K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-209- 3.27% |
$18.5K - $19.9K
|
6.18K
$574K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-216- 2.27% |
$19.2K - $20.6K
|
9.31K
$865K
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-221- 3.95% |
$19.6K - $21.1K
|
5.37K
$499K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-227- 6.63% |
$20.1K - $21.7K
|
3.2K
$297K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-234- 13.9% |
$20.7K - $22.3K
|
1.45K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-268- 8.61% |
$23.8K - $25.6K
|
2.84K
$264K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-271- 5.44% |
$24K - $25.9K
|
4.71K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-282- 1.94% |
$25K - $26.9K
|
14.2K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-291- 29.97% |
$25.8K - $27.8K
|
680
$63.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-297- 21.17% |
$26.3K - $28.3K
|
1.11K
$103K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-332- 2.05% |
$29.4K - $31.7K
|
15.8K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-350- 48.28% |
$31K - $33.4K
|
375
$34.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-357- 2.52% |
$31.7K - $34.1K
|
13.8K
$1.28M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-357- 5.42% |
$31.7K - $34.1K
|
6.23K
$578K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-391- 1.59% |
$34.7K - $37.3K
|
24.2K
$2.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-399- 13.17% |
$35.4K - $38.1K
|
2.63K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-409- 10.91% |
$36.3K - $39K
|
3.34K
$310K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-432- 81.05% |
$38.3K - $41.2K
|
101
$9.38K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-436- 13.9% |
$38.7K - $41.6K
|
2.7K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-464- 48.59% |
$41.1K - $44.3K
|
491
$45.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-483- 15.89% |
$42.8K - $46.1K
|
2.56K
$237K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-486- 41.79% |
$43.1K - $46.4K
|
677
$62.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-488- 0.51% |
$43.3K - $46.6K
|
95.1K
$8.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-496- 5.58% |
$44K - $47.3K
|
8.4K
$780K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-501- 14.59% |
$44.4K - $47.8K
|
2.93K
$272K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-511- 6.76% |
$45.3K - $48.8K
|
7.05K
$655K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-576- 1.83% |
$51.1K - $55K
|
30.9K
$2.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-635- 15.46% |
$56.3K - $60.6K
|
3.47K
$323K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-638- 14.4% |
$56.6K - $60.9K
|
3.79K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-638- 71.28% |
$56.6K - $60.9K
|
257
$23.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-679- 26.98% |
$60.2K - $64.8K
|
1.84K
$171K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-713- 13.91% |
$63.2K - $68K
|
4.41K
$410K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-733- 21.07% |
$65K - $70K
|
2.75K
$255K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-746- 2.08% |
$66.1K - $71.2K
|
35.1K
$3.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-756- 46.72% |
$67K - $72.2K
|
862
$80.1K
|