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 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.35K+ 2.9% |
$563K - $606K
|
225K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.14K+ 175.49% |
$545K - $586K
|
9.64K
$895K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
6.05KNew |
$536K - $577K
|
6.05K
$562K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.9KNew |
$523K - $563K
|
5.9K
$548K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.74K+ 13.71% |
$509K - $548K
|
47.6K
$4.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.58K+ 81.89% |
$495K - $533K
|
12.4K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.53K+ 859.01% |
$491K - $528K
|
6.18K
$574K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.36KNew |
$476K - $512K
|
5.36K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
5.35K+ 29.74% |
$474K - $510K
|
23.3K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
5.34KNew |
$473K - $509K
|
5.34K
$496K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.3K+ 6.61% |
$470K - $506K
|
85.5K
$7.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.3K+ 208.66% |
$470K - $506K
|
7.84K
$728K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.22K+ 5.47% |
$463K - $498K
|
101K
$9.35M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.21K+ 169.71% |
$462K - $497K
|
8.28K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
5.16K+ 24.48% |
$457K - $492K
|
26.2K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.15KNew |
$456K - $491K
|
5.15K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.08K+ 37.04% |
$450K - $485K
|
18.8K
$1.74M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5KNew |
$443K - $477K
|
5K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.97KNew |
$440K - $474K
|
4.97K
$461K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.92KNew |
$436K - $469K
|
4.92K
$457K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.85K+ 133.27% |
$430K - $463K
|
8.48K
$788K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.82KNew |
$428K - $460K
|
4.82K
$448K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.77KNew |
$423K - $455K
|
4.77K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.75KNew |
$421K - $453K
|
4.75K
$441K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.74KNew |
$420K - $452K
|
4.74K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.67K+ 40.51% |
$414K - $446K
|
16.2K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.57K+ 22.35% |
$405K - $436K
|
25K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$390K - $420K
|
4.4K
$408K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.36K+ 165.46% |
$386K - $416K
|
6.99K
$649K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.27KNew |
$379K - $408K
|
4.27K
$397K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.27K+ 8.05% |
$378K - $407K
|
57.3K
$5.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.25K+ 19.34% |
$376K - $405K
|
26.2K
$2.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.23K+ 43.2% |
$375K - $404K
|
14K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.21KNew |
$373K - $402K
|
4.21K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.2KNew |
$373K - $401K
|
4.2K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.2K+ 113.51% |
$372K - $401K
|
7.9K
$734K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.2K+ 113.51% |
$372K - $401K
|
7.9K
$734K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
4.19K+ 13.75% |
$372K - $400K
|
34.7K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.12KNew |
$366K - $393K
|
4.12K
$383K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.1K+ 80.51% |
$364K - $391K
|
9.2K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.05KNew |
$359K - $386K
|
4.05K
$376K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.04K+ 135.17% |
$358K - $386K
|
7.03K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.02K+ 4.14% |
$356K - $384K
|
101K
$9.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.01K+ 38.85% |
$356K - $383K
|
14.3K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
4KNew |
$355K - $382K
|
4K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.98K+ 138.92% |
$353K - $380K
|
6.85K
$636K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.96KNew |
$351K - $378K
|
3.96K
$368K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
3.95K+ 105.92% |
$350K - $377K
|
7.68K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.93K+ 3.7% |
$348K - $375K
|
110K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.87K+ 63.94% |
$344K - $370K
|
9.93K
$922K
|