Purchases and Sales Made in Q4 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2023. 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 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
14.1K+ 105.27% |
$1.21M - $1.34M
|
27.6K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
14.1KNew |
$1.21M - $1.34M
|
14.1K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.9K+ 2.66% |
$1.2M - $1.32M
|
538K
$49.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.9K+ 12.19% |
$1.19M - $1.31M
|
128K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 3.66% |
$1.17M - $1.29M
|
386K
$35.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.1K+ 11.13% |
$1.12M - $1.24M
|
131K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
12.7KNew |
$1.09M - $1.2M
|
12.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.3KNew |
$1.06M - $1.16M
|
12.3K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12K+ 13.86% |
$1.03M - $1.14M
|
98.7K
$9.1M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
11.8K+ 41.7% |
$1.01M - $1.12M
|
40.1K
$3.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
11.8KNew |
$1.01M - $1.11M
|
11.8K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.6K+ 16.16% |
$994K - $1.1M
|
83.3K
$7.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.6K+ 17.46% |
$994K - $1.09M
|
77.9K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11.5KNew |
$987K - $1.09M
|
11.5K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11.5KNew |
$987K - $1.09M
|
11.5K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.3KNew |
$969K - $1.07M
|
11.3K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11.2KNew |
$962K - $1.06M
|
11.2K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
11.1KNew |
$956K - $1.05M
|
11.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.4K+ 269.9% |
$894K - $985K
|
14.3K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4K+ 39.5% |
$891K - $982K
|
36.7K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.1K+ 9.34% |
$870K - $959K
|
119K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 261.43% |
$868K - $956K
|
14K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9.73KNew |
$835K - $919K
|
9.73K
$897K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.66K+ 40.95% |
$829K - $913K
|
33.2K
$3.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.52K+ 24.0% |
$817K - $900K
|
49.2K
$4.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9.21K+ 9.42% |
$790K - $871K
|
107K
$9.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.17K+ 6.19% |
$787K - $867K
|
157K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
9.03KNew |
$775K - $854K
|
9.03K
$832K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.87K+ 5.01% |
$761K - $838K
|
186K
$17.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.82K+ 35.74% |
$757K - $833K
|
33.5K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.67KNew |
$744K - $819K
|
8.67K
$799K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.32K+ 7.1% |
$714K - $786K
|
125K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
8.14K+ 4.13% |
$699K - $770K
|
206K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.1KNew |
$695K - $766K
|
8.1K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8K+ 101.27% |
$687K - $756K
|
15.9K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.52KNew |
$646K - $711K
|
7.52K
$694K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.29K+ 7.82% |
$626K - $690K
|
101K
$9.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.26KNew |
$623K - $686K
|
7.26K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17K+ 1.95% |
$616K - $678K
|
375K
$34.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.06K+ 33.1% |
$606K - $667K
|
28.4K
$2.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.04K+ 187.13% |
$604K - $665K
|
10.8K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7KNew |
$601K - $662K
|
7K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.98K+ 41.79% |
$599K - $660K
|
23.7K
$2.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.95K+ 40.55% |
$596K - $657K
|
24.1K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.94K+ 18.51% |
$596K - $656K
|
44.4K
$4.1M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.92KNew |
$594K - $654K
|
6.92K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.91KNew |
$593K - $653K
|
6.91K
$637K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.65K+ 191.53% |
$571K - $629K
|
10.1K
$933K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.56K+ 40.9% |
$563K - $620K
|
22.6K
$2.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
6.54K+ 10.8% |
$561K - $619K
|
67.1K
$6.19M
|