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
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-766- 51.13% |
$67.9K - $73.1K
|
732
$68K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-799- 8.94% |
$70.8K - $76.3K
|
8.14K
$756K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-817- 0.94% |
$72.4K - $78K
|
86.4K
$8.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-830- 2.24% |
$73.6K - $79.2K
|
36.2K
$3.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-970- 83.98% |
$86K - $92.6K
|
185
$17.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-975- 27.62% |
$86.5K - $93.1K
|
2.56K
$237K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-992- 20.9% |
$88K - $94.7K
|
3.76K
$349K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.03K- 2.65% |
$91.3K - $98.3K
|
37.8K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.04K- 6.44% |
$92.2K - $99.3K
|
15.1K
$1.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.04K- 27.85% |
$92.4K - $99.4K
|
2.7K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.05K- 10.14% |
$92.7K - $99.8K
|
9.27K
$861K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 31.27% |
$97.4K - $105K
|
2.42K
$224K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.1K- 13.33% |
$97.6K - $105K
|
7.16K
$665K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 14.08% |
$100K - $108K
|
6.9K
$641K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.27K- 19.75% |
$113K - $121K
|
5.16K
$479K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 4.24% |
$121K - $130K
|
30.9K
$2.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.38K- 12.13% |
$123K - $132K
|
10K
$931K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.45K- 12.42% |
$128K - $138K
|
10.2K
$948K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.47K- 94.05% |
$130K - $140K
|
93
$8.64K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.48K- 17.17% |
$131K - $141K
|
7.12K
$661K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.51K- 19.64% |
$134K - $144K
|
6.18K
$574K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-1.57K- 11.1% |
$139K - $149K
|
12.5K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.57K- 46.87% |
$140K - $150K
|
1.78K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.61K- 0.97% |
$143K - $154K
|
164K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.61K- 7.38% |
$143K - $154K
|
20.2K
$1.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.68K- 43.49% |
$149K - $161K
|
2.19K
$203K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-1.75K- 24.78% |
$155K - $167K
|
5.31K
$493K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.8K- 15.18% |
$159K - $172K
|
10K
$933K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.81K- 41.57% |
$160K - $172K
|
2.54K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 9.77% |
$165K - $178K
|
17.2K
$1.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.9K- 2.36% |
$169K - $182K
|
78.6K
$7.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.91K- 25.31% |
$170K - $183K
|
5.65K
$525K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.92K- 34.56% |
$170K - $183K
|
3.63K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-1.96K- 11.62% |
$174K - $187K
|
14.9K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.12KClosed |
$188K - $202K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.2K- 7.69% |
$195K - $210K
|
26.4K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.2K- 7.69% |
$195K - $210K
|
26.4K
$2.45M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.26K- 35.53% |
$200K - $216K
|
4.1K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 17.53% |
$201K - $216K
|
10.7K
$991K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.35K- 28.94% |
$208K - $224K
|
5.77K
$536K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.37K- 21.03% |
$210K - $226K
|
8.88K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.44K- 41.98% |
$216K - $233K
|
3.37K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.47K- 11.13% |
$219K - $235K
|
19.7K
$1.83M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.55KClosed |
$226K - $244K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.61K- 94.49% |
$231K - $249K
|
152
$14.1K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.85K- 5.43% |
$253K - $272K
|
49.6K
$4.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3K- 0.94% |
$266K - $286K
|
316K
$29.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.28K- 26.85% |
$291K - $313K
|
8.93K
$829K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.36K- 95.86% |
$298K - $320K
|
145
$13.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.46K- 94.24% |
$306K - $330K
|
211
$19.6K
|