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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.01K+ 20.83% |
$86.8K - $95.7K
|
5.87K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
987+ 2.19% |
$84.7K - $93.3K
|
46.2K
$4.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
987+ 11.59% |
$84.7K - $93.3K
|
9.51K
$874K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
979+ 30.92% |
$84K - $92.6K
|
4.15K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
960+ 2.89% |
$82.4K - $90.8K
|
34.1K
$3.14M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
944+ 21.53% |
$81K - $89.3K
|
5.33K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
908+ 4.25% |
$77.9K - $85.9K
|
22.3K
$2.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
905+ 13.05% |
$77.7K - $85.6K
|
7.84K
$720K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
905+ 28.5% |
$77.7K - $85.6K
|
4.08K
$375K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
897+ 11.26% |
$77K - $84.8K
|
8.86K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
876New |
$75.2K - $82.8K
|
876
$80.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
875+ 3.75% |
$75.1K - $82.7K
|
24.2K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
870New |
$74.7K - $82.3K
|
870
$80K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
866+ 11.48% |
$74.3K - $81.9K
|
8.41K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
859+ 14.54% |
$73.7K - $81.2K
|
6.77K
$622K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
842+ 1.34% |
$72.3K - $79.6K
|
63.5K
$5.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
814+ 1.13% |
$69.9K - $77K
|
72.8K
$6.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
812+ 7.46% |
$69.7K - $76.8K
|
11.7K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
791+ 22.23% |
$67.9K - $74.8K
|
4.35K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
789+ 1.07% |
$67.7K - $74.6K
|
74.8K
$6.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
785+ 13.4% |
$67.4K - $74.2K
|
6.65K
$611K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
771New |
$66.2K - $72.9K
|
771
$70.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
750New |
$64.4K - $70.9K
|
750
$68.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
738+ 5.18% |
$63.3K - $69.8K
|
15K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
730+ 21.01% |
$62.6K - $69K
|
4.21K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
712+ 1.12% |
$61.1K - $67.3K
|
64.3K
$5.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
712+ 0.54% |
$61.1K - $67.3K
|
133K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
691+ 1.59% |
$59.3K - $65.3K
|
44.1K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
685+ 11.41% |
$58.8K - $64.8K
|
6.69K
$615K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
676+ 0.71% |
$58K - $63.9K
|
96.4K
$8.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
670+ 8.16% |
$57.5K - $63.3K
|
8.88K
$816K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
665+ 1.61% |
$57.1K - $62.9K
|
41.9K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
657+ 8.69% |
$56.4K - $62.1K
|
8.22K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
642New |
$55.1K - $60.7K
|
642
$59K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
634+ 85.68% |
$54.4K - $59.9K
|
1.37K
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
627+ 23.4% |
$53.8K - $59.3K
|
3.31K
$304K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
618+ 15.63% |
$53K - $58.4K
|
4.57K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
579+ 13.51% |
$49.7K - $54.7K
|
4.87K
$447K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
570+ 18.7% |
$48.9K - $53.9K
|
3.62K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
567New |
$48.7K - $53.6K
|
567
$52.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
565+ 2.61% |
$48.5K - $53.4K
|
22.2K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
540+ 5.68% |
$46.3K - $51.1K
|
10K
$924K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
537+ 3.66% |
$46.1K - $50.8K
|
15.2K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
534+ 19.36% |
$45.8K - $50.5K
|
3.29K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
BUY
|
- |
530+ 1.14% |
$45.5K - $50.1K
|
47.1K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
523+ 4.46% |
$44.9K - $49.4K
|
12.2K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
520+ 1.57% |
$44.6K - $49.2K
|
33.6K
$3.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
487+ 8.95% |
$41.8K - $46K
|
5.93K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
485+ 3.55% |
$41.6K - $45.9K
|
14.2K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
465+ 5.84% |
$39.9K - $44K
|
8.43K
$775K
|