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
|
Diversified, LLC
|
BUY
|
- |
3.85K+ 169.78% |
$342K - $368K
|
6.12K
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.84KNew |
$340K - $366K
|
3.84K
$356K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.82KNew |
$339K - $365K
|
3.82K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.73KNew |
$331K - $356K
|
3.73K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.68K+ 8.74% |
$326K - $351K
|
45.8K
$4.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.64KNew |
$323K - $348K
|
3.64K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.63K+ 39.45% |
$322K - $347K
|
12.8K
$1.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.63K+ 716.8% |
$322K - $346K
|
4.13K
$384K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$318K - $342K
|
3.58K
$333K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.56KNew |
$316K - $340K
|
3.56K
$331K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.54KNew |
$314K - $338K
|
3.54K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3.44K+ 46.67% |
$305K - $329K
|
10.8K
$1.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.39KNew |
$300K - $323K
|
3.39K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
3.37K+ 13.37% |
$298K - $321K
|
28.5K
$2.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.36K+ 52.0% |
$298K - $321K
|
9.82K
$912K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.33KNew |
$295K - $318K
|
3.33K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
3.27KNew |
$290K - $312K
|
3.27K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.24KNew |
$287K - $309K
|
3.24K
$301K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.19K+ 29.72% |
$283K - $304K
|
13.9K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3.18KNew |
$282K - $303K
|
3.18K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.17KNew |
$281K - $302K
|
3.17K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 34.31% |
$281K - $302K
|
12.4K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
3.16K+ 3.4% |
$280K - $301K
|
95.9K
$8.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 159.18% |
$274K - $294K
|
5.02K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.03KNew |
$268K - $289K
|
3.03K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.02KNew |
$267K - $288K
|
3.02K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.99KNew |
$265K - $285K
|
2.99K
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.94K+ 22.95% |
$260K - $280K
|
15.7K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.92K+ 25.7% |
$259K - $278K
|
14.3K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.92KNew |
$259K - $278K
|
2.92K
$271K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.89KNew |
$256K - $276K
|
2.89K
$269K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.88K+ 114.23% |
$255K - $275K
|
5.4K
$502K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.87K+ 22.08% |
$254K - $273K
|
15.8K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.85KNew |
$253K - $272K
|
2.85K
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.84KNew |
$252K - $271K
|
2.84K
$264K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.83KNew |
$250K - $270K
|
2.83K
$262K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$249K - $268K
|
2.81K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
2.78KNew |
$246K - $265K
|
2.78K
$258K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
2.72K+ 3.95% |
$241K - $259K
|
71.5K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.71K+ 19.52% |
$240K - $259K
|
16.6K
$1.54M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.57K+ 1.33% |
$228K - $245K
|
195K
$18.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.57KNew |
$227K - $245K
|
2.57K
$238K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 76.27% |
$227K - $245K
|
5.92K
$550K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.56K+ 336.84% |
$227K - $244K
|
3.32K
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.55KNew |
$226K - $243K
|
2.55K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.52K+ 367.93% |
$224K - $241K
|
3.21K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.47KNew |
$219K - $236K
|
2.47K
$229K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.43KNew |
$215K - $232K
|
2.43K
$225K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.42KNew |
$215K - $231K
|
2.42K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.39KNew |
$212K - $228K
|
2.39K
$222K
|