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 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
111K+ 182.05% |
$9.84M - $10.6M
|
172K
$16M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
103K+ 717.02% |
$9.12M - $9.82M
|
117K
$10.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
102K+ 387.57% |
$9.04M - $9.73M
|
128K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
101K+ 2405.79% |
$8.92M - $9.6M
|
105K
$9.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97.9K+ 135.84% |
$8.68M - $9.34M
|
170K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92.6K+ 111.28% |
$8.21M - $8.84M
|
176K
$16.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
92.2KNew |
$8.17M - $8.8M
|
92.2K
$8.56M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
90.2K+ 365.19% |
$8M - $8.61M
|
115K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
87.7K+ 344.69% |
$7.78M - $8.37M
|
113K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
86.5K+ 1209.14% |
$7.67M - $8.25M
|
93.6K
$8.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
85.8K+ 181.08% |
$7.61M - $8.19M
|
133K
$12.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85.5K+ 144.84% |
$7.58M - $8.16M
|
144K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
84.8K+ 586.82% |
$7.52M - $8.09M
|
99.2K
$9.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
83.6K+ 138.7% |
$7.41M - $7.98M
|
144K
$13.4M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
80.7KNew |
$7.16M - $7.7M
|
80.7K
$7.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
79.3K+ 165.28% |
$7.03M - $7.57M
|
127K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
71.9KNew |
$6.38M - $6.86M
|
71.9K
$6.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
71.3K+ 232.6% |
$6.33M - $6.81M
|
102K
$9.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
71.1K+ 268.02% |
$6.3M - $6.79M
|
97.6K
$9.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
69.4KNew |
$6.15M - $6.62M
|
69.4K
$6.44M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
69.3K+ 377.84% |
$6.14M - $6.61M
|
87.6K
$8.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
69.1KNew |
$6.13M - $6.6M
|
69.1K
$6.42M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
67.8K+ 437.4% |
$6.02M - $6.47M
|
83.4K
$7.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
67.8K+ 1601.47% |
$6.01M - $6.47M
|
72K
$6.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
64.3K+ 915.68% |
$5.7M - $6.14M
|
71.3K
$6.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.3K+ 2.51% |
$5.7M - $6.14M
|
2.62M
$243M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63.4KNew |
$5.62M - $6.05M
|
63.4K
$5.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
63.4K+ 2.85% |
$5.62M - $6.05M
|
2.29M
$213M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
63.4KNew |
$5.62M - $6.05M
|
63.4K
$5.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62.5K+ 27.91% |
$5.54M - $5.97M
|
287K
$26.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
57.9KNew |
$5.13M - $5.52M
|
57.9K
$5.37M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
57.8KNew |
$5.13M - $5.52M
|
57.8K
$5.37M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
56.9K+ 8.18% |
$5.04M - $5.43M
|
752K
$69.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
56.9K+ 8.18% |
$5.04M - $5.43M
|
752K
$69.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
56.7K+ 78.97% |
$5.03M - $5.42M
|
129K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
55.9K+ 28.76% |
$4.96M - $5.33M
|
250K
$23.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
55.7K+ 721.33% |
$4.94M - $5.31M
|
63.4K
$5.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
54.6K+ 548.02% |
$4.85M - $5.22M
|
64.6K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51K+ 169.46% |
$4.52M - $4.87M
|
81.1K
$7.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
50.2KNew |
$4.45M - $4.8M
|
50.2K
$4.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
49.6K+ 582.48% |
$4.4M - $4.74M
|
58.2K
$5.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
49.2K+ 265.99% |
$4.36M - $4.7M
|
67.7K
$6.29M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.4KNew |
$4.29M - $4.62M
|
48.4K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.4K+ 48.9% |
$4.29M - $4.62M
|
147K
$13.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
47.5K+ 280.87% |
$4.21M - $4.53M
|
64.4K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
46.8KNew |
$4.15M - $4.46M
|
46.8K
$4.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
46.6K+ 111.73% |
$4.13M - $4.44M
|
88.3K
$8.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
45.7KNew |
$4.06M - $4.37M
|
45.7K
$4.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
45.6K+ 30.54% |
$4.04M - $4.35M
|
195K
$18.1M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
45K+ 283.52% |
$3.99M - $4.3M
|
60.9K
$5.65M
|