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 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.7K+ 393.47% |
$1.92M - $2.07M
|
27.2K
$2.53M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
21.5K+ 5.36% |
$1.91M - $2.06M
|
424K
$39.3M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
20.8K+ 97.65% |
$1.85M - $1.99M
|
42.2K
$3.92M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20.5KNew |
$1.82M - $1.96M
|
20.5K
$1.91M
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
20.3K+ 14.16% |
$1.8M - $1.94M
|
164K
$15.2M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.9KNew |
$1.76M - $1.9M
|
19.9K
$1.85M
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.8KNew |
$1.76M - $1.89M
|
19.8K
$1.84M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.8KNew |
$1.76M - $1.89M
|
19.8K
$1.84M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.2K+ 124.04% |
$1.7M - $1.83M
|
34.7K
$3.22M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19K+ 3.09% |
$1.68M - $1.81M
|
632K
$58.7M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
18.8KNew |
$1.67M - $1.79M
|
18.8K
$1.74M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.7K+ 31.7% |
$1.66M - $1.79M
|
77.8K
$7.22M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 304.2% |
$1.64M - $1.76M
|
24.6K
$2.28M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.4K+ 435.28% |
$1.64M - $1.76M
|
22.7K
$2.11M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.4K+ 175.67% |
$1.63M - $1.75M
|
28.8K
$2.68M
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.3K+ 9.09% |
$1.62M - $1.74M
|
219K
$20.4M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18K+ 14.64% |
$1.59M - $1.71M
|
141K
$13.1M
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
17.7KNew |
$1.57M - $1.69M
|
17.7K
$1.64M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.5K+ 143.64% |
$1.56M - $1.67M
|
29.7K
$2.76M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
17.4K+ 131.88% |
$1.54M - $1.66M
|
30.6K
$2.84M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.3K+ 192.56% |
$1.54M - $1.65M
|
26.3K
$2.44M
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16.9K+ 126.44% |
$1.5M - $1.61M
|
30.3K
$2.81M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.7K+ 280.65% |
$1.48M - $1.6M
|
22.7K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 18.09% |
$1.44M - $1.55M
|
106K
$9.87M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
15.7KNew |
$1.39M - $1.5M
|
15.7K
$1.46M
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15.6K+ 539.55% |
$1.39M - $1.49M
|
18.5K
$1.72M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
15.6K+ 122.63% |
$1.38M - $1.49M
|
28.4K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
15.6KNew |
$1.38M - $1.49M
|
15.6K
$1.45M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.6K+ 29.61% |
$1.38M - $1.49M
|
68.2K
$6.34M
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
15.3K+ 166.51% |
$1.36M - $1.46M
|
24.5K
$2.28M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 101.14% |
$1.28M - $1.37M
|
28.6K
$2.66M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
14.1K+ 269.59% |
$1.25M - $1.35M
|
19.4K
$1.8M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.1K+ 568.84% |
$1.25M - $1.35M
|
16.6K
$1.54M
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$1.25M - $1.34M
|
14.1K
$1.31M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14K+ 9.4% |
$1.24M - $1.34M
|
163K
$15.2M
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
14K+ 581.26% |
$1.24M - $1.33M
|
16.4K
$1.52M
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.9K+ 24.51% |
$1.23M - $1.32M
|
70.4K
$6.54M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.5KNew |
$1.19M - $1.29M
|
13.5K
$1.25M
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.3K+ 4.09% |
$1.18M - $1.27M
|
339K
$31.5M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.3K+ 260.81% |
$1.18M - $1.27M
|
18.4K
$1.71M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
13.3K+ 343.98% |
$1.18M - $1.27M
|
17.2K
$1.59M
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
13.2KNew |
$1.17M - $1.26M
|
13.2K
$1.23M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.2K+ 10.72% |
$1.17M - $1.26M
|
136K
$12.7M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
13.2K+ 10.06% |
$1.17M - $1.26M
|
144K
$13.4M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 186.27% |
$1.17M - $1.26M
|
20.2K
$1.88M
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13K+ 27.12% |
$1.15M - $1.24M
|
60.8K
$5.64M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
12.9K+ 50.66% |
$1.15M - $1.23M
|
38.5K
$3.57M
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.9KNew |
$1.14M - $1.23M
|
12.9K
$1.2M
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12.9K+ 66.07% |
$1.14M - $1.23M
|
32.4K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.1KNew |
$1.07M - $1.15M
|
12.1K
$1.12M
|