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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.9K+ 15.98% |
$3.98M - $4.29M
|
326K
$30.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
44.7K+ 107.23% |
$3.97M - $4.27M
|
86.4K
$8.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.9KNew |
$3.89M - $4.19M
|
43.9K
$4.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
42.2K+ 275.97% |
$3.75M - $4.03M
|
57.5K
$5.34M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
41.3KNew |
$3.66M - $3.94M
|
41.3K
$3.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.6K+ 230.16% |
$3.52M - $3.78M
|
56.9K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
39.5KNew |
$3.5M - $3.77M
|
39.5K
$3.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38.5K+ 9.83% |
$3.42M - $3.68M
|
430K
$40M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37K+ 175.21% |
$3.28M - $3.53M
|
58.1K
$5.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.3K+ 246.37% |
$3.13M - $3.37M
|
49.6K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.7K+ 74.8% |
$3.08M - $3.31M
|
81.1K
$7.54M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.2K+ 983.69% |
$2.95M - $3.17M
|
36.6K
$3.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.2K+ 172.25% |
$2.94M - $3.17M
|
52.5K
$4.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
32.9K+ 403.36% |
$2.92M - $3.14M
|
41.1K
$3.81M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
32.6KNew |
$2.89M - $3.11M
|
32.6K
$3.03M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
32.1K+ 1.0% |
$2.85M - $3.06M
|
3.25M
$302M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
31.7K+ 247.46% |
$2.81M - $3.02M
|
44.5K
$4.13M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30.4KNew |
$2.69M - $2.9M
|
30.4K
$2.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29.9KNew |
$2.65M - $2.86M
|
29.9K
$2.78M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
29.6K+ 258.77% |
$2.63M - $2.83M
|
41.1K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
29.4K+ 126.06% |
$2.61M - $2.81M
|
52.7K
$4.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28K+ 155.15% |
$2.48M - $2.67M
|
46K
$4.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
27.6KNew |
$2.44M - $2.63M
|
27.6K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
27.4KNew |
$2.43M - $2.62M
|
27.4K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.3K+ 44.9% |
$2.42M - $2.61M
|
88.1K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
27.1KNew |
$2.41M - $2.59M
|
27.1K
$2.52M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
26.6K+ 40.6% |
$2.36M - $2.54M
|
92.2K
$8.56M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.6K+ 40.6% |
$2.36M - $2.54M
|
92.2K
$8.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
26.2KNew |
$2.33M - $2.5M
|
26.2K
$2.44M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
25.9K+ 43.75% |
$2.3M - $2.47M
|
85.1K
$7.91M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
25.9K+ 19.62% |
$2.3M - $2.47M
|
158K
$14.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
25.8KNew |
$2.29M - $2.47M
|
25.8K
$2.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
25.7K+ 4.77% |
$2.28M - $2.46M
|
565K
$52.5M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
25.6KNew |
$2.27M - $2.44M
|
25.6K
$2.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25.5K+ 259.22% |
$2.26M - $2.44M
|
35.4K
$3.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
25.5KNew |
$2.26M - $2.43M
|
25.5K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
24.7KNew |
$2.19M - $2.36M
|
24.7K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
24.4KNew |
$2.16M - $2.33M
|
24.4K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
24.3KNew |
$2.16M - $2.32M
|
24.3K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.1K+ 573.78% |
$2.13M - $2.3M
|
28.3K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$2.09M - $2.25M
|
23.6K
$2.19M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.4K+ 336.24% |
$2.08M - $2.23M
|
30.4K
$2.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
23.2K+ 866.36% |
$2.06M - $2.21M
|
25.9K
$2.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.1K+ 8.09% |
$2.04M - $2.2M
|
308K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
22.5KNew |
$1.99M - $2.14M
|
22.5K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22.4KNew |
$1.98M - $2.13M
|
22.4K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
21.8K+ 80.67% |
$1.94M - $2.08M
|
48.9K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.8K+ 172.21% |
$1.94M - $2.08M
|
34.5K
$3.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
21.7KNew |
$1.93M - $2.08M
|
21.7K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.7KNew |
$1.92M - $2.07M
|
21.7K
$2.02M
|