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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.5K- 9.07% |
$311K - $334K
|
35.1K
$3.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.56K- 23.8% |
$316K - $340K
|
11.4K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.75K- 18.97% |
$332K - $358K
|
16K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-3.91K- 23.88% |
$347K - $373K
|
12.5K
$1.16M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.99K- 12.67% |
$353K - $380K
|
27.5K
$2.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.99K- 34.45% |
$354K - $381K
|
7.59K
$705K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.16K- 52.3% |
$369K - $397K
|
3.79K
$352K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.22K- 5.33% |
$374K - $403K
|
74.9K
$6.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.29K- 52.9% |
$381K - $410K
|
3.82K
$355K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.32KClosed |
$383K - $413K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-4.56K- 54.74% |
$404K - $435K
|
3.77K
$350K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.59K- 25.01% |
$407K - $438K
|
13.8K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.6K- 2.38% |
$408K - $439K
|
189K
$17.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.64K- 17.86% |
$411K - $443K
|
21.3K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.66K- 90.89% |
$413K - $445K
|
467
$43.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.66K- 0.53% |
$413K - $445K
|
873K
$81.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.92K- 48.1% |
$436K - $469K
|
5.31K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-5.08K- 2.41% |
$451K - $485K
|
206K
$19.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.23K- 69.77% |
$464K - $499K
|
2.27K
$211K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.24K- 58.75% |
$465K - $500K
|
3.68K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.7K- 33.07% |
$506K - $544K
|
11.5K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.73K- 3.08% |
$508K - $547K
|
181K
$16.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.8K- 5.16% |
$514K - $554K
|
107K
$9.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.81K- 80.37% |
$515K - $554K
|
1.42K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.89K- 26.03% |
$522K - $562K
|
16.7K
$1.55M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-6.57K- 23.44% |
$582K - $627K
|
21.5K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.6K- 7.47% |
$586K - $630K
|
81.8K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.69K- 18.95% |
$593K - $638K
|
28.6K
$2.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-7.02K- 13.5% |
$623K - $670K
|
45K
$4.18M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.56K- 48.63% |
$671K - $722K
|
7.99K
$742K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-7.79K- 48.39% |
$691K - $743K
|
8.31K
$772K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.85K- 76.23% |
$696K - $749K
|
2.45K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8.09K- 58.12% |
$718K - $772K
|
5.83K
$542K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.72K- 12.81% |
$773K - $832K
|
59.4K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-8.95K- 7.84% |
$793K - $854K
|
105K
$9.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9.15K- 18.44% |
$812K - $874K
|
40.5K
$3.76M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-9.81K- 67.29% |
$870K - $936K
|
4.77K
$443K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.97K- 23.41% |
$884K - $952K
|
32.6K
$3.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.1K- 8.2% |
$892K - $960K
|
113K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-10.2K- 29.1% |
$907K - $977K
|
24.9K
$2.32M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-10.7K- 6.23% |
$952K - $1.03M
|
162K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.8K- 41.95% |
$956K - $1.03M
|
14.9K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-11.9K- 31.38% |
$1.06M - $1.14M
|
26K
$2.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.6K- 2.45% |
$1.12M - $1.2M
|
503K
$46.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-13.6K- 2.25% |
$1.21M - $1.3M
|
590K
$54.8M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-15.7K- 37.31% |
$1.4M - $1.5M
|
26.5K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.6K- 49.75% |
$1.47M - $1.59M
|
16.8K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-17.4K- 10.92% |
$1.54M - $1.66M
|
142K
$13.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18.3K- 72.11% |
$1.62M - $1.75M
|
7.08K
$658K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-18.4K- 84.33% |
$1.63M - $1.75M
|
3.42K
$317K
|