Purchases and Sales Made in Q4 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2024. 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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1M+ 49.2% |
$1.56B - $1.63B
|
51.7M
$4.8B
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.44M+ 9869.12% |
$497M - $522M
|
5.5M
$511M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.26M+ 6413.37% |
$298M - $312M
|
3.31M
$308M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.67M+ 13.9% |
$244M - $256M
|
21.9M
$2.03B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.83M+ 2.46% |
$167M - $175M
|
76M
$7.06B
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.51M+ 45.55% |
$138M - $145M
|
4.83M
$449M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.44M+ 7.86% |
$131M - $138M
|
19.7M
$1.83B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34M+ 4.87% |
$122M - $128M
|
28.8M
$2.67B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26MNew |
$115M - $121M
|
1.26M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
590K+ 7.42% |
$53.8M - $56.5M
|
8.54M
$793M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
550KNew |
$50.2M - $52.7M
|
550K
$51.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
548KNew |
$50M - $52.5M
|
548K
$50.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
536K+ 3.84% |
$49M - $51.4M
|
14.5M
$1.35B
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
525K+ 10.78% |
$47.9M - $50.3M
|
5.39M
$501M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
499K+ 838.64% |
$45.6M - $47.8M
|
559K
$51.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
466KNew |
$42.5M - $44.7M
|
466K
$43.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
427KNew |
$39M - $40.9M
|
427K
$39.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
370K+ 12.04% |
$33.7M - $35.4M
|
3.44M
$319M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
356K+ 10.02% |
$32.5M - $34.1M
|
3.91M
$363M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
298K+ 18.02% |
$27.2M - $28.6M
|
1.95M
$181M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
262K+ 8.67% |
$23.9M - $25.1M
|
3.29M
$305M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
243KNew |
$22.2M - $23.3M
|
243K
$22.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
231K+ 122.51% |
$21.1M - $22.1M
|
420K
$39M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
197KNew |
$18M - $18.9M
|
197K
$18.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176K+ 3248.95% |
$16M - $16.8M
|
181K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 114.9% |
$15.5M - $16.3M
|
318K
$29.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
164KNew |
$15M - $15.7M
|
164K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
163KNew |
$14.9M - $15.6M
|
163K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
161K+ 153.79% |
$14.7M - $15.5M
|
266K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
157K+ 162.13% |
$14.3M - $15M
|
253K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
152KNew |
$13.8M - $14.5M
|
152K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
148K+ 7.75% |
$13.5M - $14.2M
|
2.06M
$191M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146K+ 9.92% |
$13.3M - $14M
|
1.62M
$150M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 25.32% |
$12.7M - $13.3M
|
686K
$63.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
135KNew |
$12.3M - $13M
|
135K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
126KNew |
$11.5M - $12.1M
|
126K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
125KNew |
$11.4M - $12M
|
125K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
122K+ 4.33% |
$11.1M - $11.7M
|
2.93M
$272M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
114K+ 312.14% |
$10.4M - $11M
|
151K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
113KNew |
$10.3M - $10.8M
|
113K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
112KNew |
$10.2M - $10.8M
|
112K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
110K+ 2701.16% |
$10M - $10.5M
|
114K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
106K+ 70.44% |
$9.71M - $10.2M
|
258K
$23.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
104K+ 54.67% |
$9.48M - $9.96M
|
294K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
94.4K+ 28.53% |
$8.62M - $9.05M
|
425K
$39.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
92.6KNew |
$8.45M - $8.87M
|
92.6K
$8.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91.6K+ 6.19% |
$8.36M - $8.78M
|
1.57M
$146M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
91.3KNew |
$8.33M - $8.75M
|
91.3K
$8.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
90.6K+ 15.48% |
$8.27M - $8.68M
|
676K
$62.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
89.7K+ 4359.07% |
$8.18M - $8.59M
|
91.7K
$8.52M
|