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 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
11.7K+ 119.12% |
$1.04M - $1.12M
|
21.5K
$2M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
11.6K+ 17.54% |
$1.03M - $1.11M
|
78K
$7.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.6K+ 2097.64% |
$1.03M - $1.11M
|
12.1K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$1.02M - $1.1M
|
11.5K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.5K+ 73.96% |
$1.02M - $1.09M
|
27K
$2.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 61.04% |
$1.01M - $1.09M
|
30.2K
$2.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 411.85% |
$993K - $1.07M
|
13.9K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
11KNew |
$973K - $1.05M
|
11K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.9K+ 17.58% |
$965K - $1.04M
|
72.8K
$6.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6K+ 164.45% |
$943K - $1.02M
|
17.1K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.5KNew |
$935K - $1.01M
|
10.5K
$979K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
10.4KNew |
$920K - $991K
|
10.4K
$964K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$892K - $960K
|
10.1K
$934K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10K+ 308.43% |
$889K - $956K
|
13.3K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.93KNew |
$881K - $948K
|
9.93K
$922K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.78K+ 26.57% |
$867K - $933K
|
46.6K
$4.33M
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
9.77KNew |
$866K - $932K
|
9.77K
$907K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
9.73KNew |
$862K - $928K
|
9.73K
$903K
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.52KNew |
$844K - $909K
|
9.52K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.35KNew |
$829K - $892K
|
9.35K
$868K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
8.96KNew |
$794K - $855K
|
8.96K
$832K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.93KNew |
$792K - $852K
|
8.93K
$829K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.84KNew |
$783K - $843K
|
8.84K
$821K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.57KNew |
$760K - $818K
|
8.57K
$796K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.42K+ 3.27% |
$747K - $804K
|
266K
$24.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.21K+ 51.42% |
$728K - $784K
|
24.2K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.08K+ 3.79% |
$717K - $771K
|
221K
$20.5M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.94K+ 17.35% |
$704K - $758K
|
53.7K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.94K+ 17.35% |
$704K - $758K
|
53.7K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.89K+ 18.34% |
$700K - $753K
|
50.9K
$4.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.79KNew |
$691K - $743K
|
7.79K
$723K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.34K+ 217.58% |
$651K - $700K
|
10.7K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.31K+ 8.36% |
$648K - $698K
|
94.8K
$8.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
7.3K+ 7300.0% |
$647K - $697K
|
7.4K
$687K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.22KNew |
$640K - $689K
|
7.22K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.17KNew |
$636K - $685K
|
7.17K
$666K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.17K+ 4.72% |
$636K - $684K
|
159K
$14.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
7.1KNew |
$630K - $678K
|
7.1K
$660K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
7.09K+ 16.82% |
$628K - $676K
|
49.2K
$4.57M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6.97KNew |
$618K - $665K
|
6.97K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.92KNew |
$614K - $661K
|
6.92K
$643K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.84K+ 20.77% |
$606K - $652K
|
39.8K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.8K+ 79.48% |
$603K - $649K
|
15.3K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.78KNew |
$602K - $647K
|
6.78K
$630K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.76K+ 174.75% |
$600K - $645K
|
10.6K
$987K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.72K+ 29.26% |
$596K - $642K
|
29.7K
$2.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.68KNew |
$592K - $638K
|
6.68K
$620K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.58K+ 1172.91% |
$583K - $628K
|
7.14K
$663K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.52K+ 140.72% |
$578K - $622K
|
11.2K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.47K+ 142.55% |
$573K - $617K
|
11K
$1.02M
|