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 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
2.39KNew |
$211K - $228K
|
2.39K
$221K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 97.66% |
$211K - $227K
|
4.81K
$446K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.37KNew |
$210K - $226K
|
2.37K
$220K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.35K+ 2.48% |
$209K - $225K
|
97.4K
$9.05M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.34KNew |
$208K - $224K
|
2.34K
$218K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.31K+ 80.0% |
$205K - $221K
|
5.2K
$483K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.27KNew |
$201K - $217K
|
2.27K
$211K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.24KNew |
$199K - $214K
|
2.24K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
2.24K+ 35.24% |
$198K - $213K
|
8.58K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 8.49% |
$198K - $213K
|
28.6K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.23KNew |
$198K - $213K
|
2.23K
$207K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.22KNew |
$196K - $211K
|
2.22K
$206K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.18K+ 22.99% |
$193K - $208K
|
11.7K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.12K+ 20.22% |
$188K - $202K
|
12.6K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.11KNew |
$187K - $201K
|
2.11K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.99K+ 7.24% |
$177K - $190K
|
29.5K
$2.74M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.97K+ 1.38% |
$174K - $188K
|
144K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.97K+ 1.38% |
$174K - $188K
|
144K
$13.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.9K+ 12.61% |
$168K - $181K
|
17K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.83K+ 59.21% |
$162K - $174K
|
4.91K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 117.26% |
$149K - $160K
|
3.11K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.66K+ 2.09% |
$147K - $158K
|
81K
$7.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
1.65K+ 22.3% |
$146K - $157K
|
9.05K
$840K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 24.87% |
$145K - $156K
|
8.22K
$763K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.63K+ 56.07% |
$145K - $156K
|
4.54K
$421K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.47K+ 23.36% |
$130K - $140K
|
7.74K
$719K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.45K+ 0.65% |
$128K - $138K
|
224K
$20.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.36K+ 35.57% |
$121K - $130K
|
5.19K
$482K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$114K - $123K
|
1.28K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.21K+ 20.32% |
$107K - $116K
|
7.17K
$666K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1.03K+ 66.75% |
$91.7K - $98.7K
|
2.58K
$240K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
960+ 15.5% |
$85.1K - $91.6K
|
7.16K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
896New |
$79.4K - $85.5K
|
896
$83.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
818+ 27.07% |
$72.5K - $78.1K
|
3.84K
$357K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
801+ 1.04% |
$71K - $76.4K
|
77.8K
$7.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
787New |
$69.8K - $75.1K
|
787
$73.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
756New |
$67K - $72.2K
|
756
$70.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
710+ 9.62% |
$63K - $67.8K
|
8.09K
$751K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
704+ 27.94% |
$62.4K - $67.2K
|
3.22K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
687+ 1.76% |
$60.9K - $65.6K
|
39.8K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
684+ 1.97% |
$60.7K - $65.3K
|
35.4K
$3.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
645+ 7.89% |
$57.2K - $61.6K
|
8.82K
$819K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
635+ 20.46% |
$56.3K - $60.6K
|
3.74K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
633+ 13.35% |
$56.1K - $60.4K
|
5.38K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
629New |
$55.8K - $60K
|
629
$58.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
620+ 14.95% |
$55K - $59.2K
|
4.77K
$443K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
602+ 654.35% |
$53.4K - $57.5K
|
694
$64.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
590+ 11.17% |
$52.3K - $56.3K
|
5.87K
$545K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
587New |
$52K - $56K
|
587
$54.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
576+ 4.0% |
$51.1K - $55K
|
15K
$1.39M
|