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
|
First National Corp
|
BUY
|
- |
463+ 7.92% |
$39.7K - $43.8K
|
6.31K
$580K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
453New |
$38.9K - $42.8K
|
453
$41.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
449+ 0.64% |
$38.5K - $42.5K
|
70.2K
$6.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
419+ 15.71% |
$36K - $39.6K
|
3.09K
$284K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
405+ 16.58% |
$34.8K - $38.3K
|
2.85K
$262K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
365+ 20.44% |
$31.3K - $34.5K
|
2.15K
$198K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
363+ 63.46% |
$31.2K - $34.3K
|
935
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$32.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
358New |
$30.7K - $33.8K
|
358
$32.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
343+ 0.27% |
$29.4K - $32.4K
|
126K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
338+ 4.37% |
$29K - $32K
|
8.08K
$742K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
334New |
$28.7K - $31.6K
|
334
$30.7K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
332+ 7.45% |
$28.5K - $31.4K
|
4.79K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
315+ 2.68% |
$27K - $29.8K
|
12.1K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
306+ 4.87% |
$26.3K - $28.9K
|
6.59K
$605K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
297New |
$25.5K - $28.1K
|
297
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
284+ 8.69% |
$24.4K - $26.9K
|
3.55K
$326K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
269+ 0.9% |
$23.1K - $25.4K
|
30.2K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
268+ 9.18% |
$23K - $25.3K
|
3.19K
$293K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
263+ 0.19% |
$22.6K - $24.9K
|
138K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
249New |
$21.4K - $23.5K
|
249
$22.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
242+ 4.07% |
$20.8K - $22.9K
|
6.18K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
233+ 4.09% |
$20K - $22K
|
5.94K
$546K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
228+ 584.62% |
$19.6K - $21.6K
|
267
$24.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
215New |
$18.5K - $20.3K
|
215
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
211+ 2.37% |
$18.1K - $20K
|
9.11K
$837K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$17.2K - $18.9K
|
200
$18.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
198New |
$17K - $18.7K
|
198
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
189New |
$16.2K - $17.9K
|
189
$17.4K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
188+ 2.21% |
$16.1K - $17.8K
|
8.68K
$798K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
186+ 2.87% |
$16K - $17.6K
|
6.67K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
176+ 3.23% |
$15.1K - $16.6K
|
5.63K
$518K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
176+ 2.12% |
$15.1K - $16.6K
|
8.49K
$781K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
161+ 2.0% |
$13.8K - $15.2K
|
8.2K
$754K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
153+ 0.43% |
$13.1K - $14.5K
|
35.8K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
150New |
$12.9K - $14.2K
|
150
$13.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 5.3% |
$12.5K - $13.8K
|
2.9K
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
142+ 4.42% |
$12.2K - $13.4K
|
3.35K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
134New |
$11.5K - $12.7K
|
134
$12.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
129New |
$11.1K - $12.2K
|
129
$11.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
117+ 3.6% |
$10K - $11.1K
|
3.37K
$309K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
112+ 0.18% |
$9.61K - $10.6K
|
62.1K
$5.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
104New |
$8.93K - $9.83K
|
104
$9.56K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
101+ 4.19% |
$8.67K - $9.55K
|
2.51K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
99+ 0.66% |
$8.5K - $9.36K
|
15.2K
$1.39M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98New |
$8.41K - $9.27K
|
98
$9.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
98New |
$8.41K - $9.27K
|
98
$9.01K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
98+ 2.54% |
$8.41K - $9.27K
|
3.95K
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
97+ 0.94% |
$8.32K - $9.17K
|
10.4K
$954K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
91New |
$7.81K - $8.6K
|
91
$8.36K
|