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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.9K- 8.67% |
$3.01M - $3.16M
|
347K
$32M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-61.9K- 92.01% |
$5.65M - $5.93M
|
5.38K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-77.5K- 26.09% |
$7.08M - $7.43M
|
220K
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-80.2K- 6.12% |
$7.32M - $7.68M
|
1.23M
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-107K- 55.96% |
$9.79M - $10.3M
|
84.5K
$7.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Park Avenue Institutional Advisers LLC
|
SELL
|
- |
-126K- 60.37% |
$11.5M - $12.1M
|
82.8K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-127K- 24.04% |
$11.6M - $12.2M
|
402K
$37M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-143K- 23.61% |
$13.1M - $13.7M
|
464K
$42.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 26.53% |
$15.1M - $15.8M
|
457K
$42.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-177K- 4.56% |
$16.1M - $16.9M
|
3.7M
$341M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-178K- 48.36% |
$16.2M - $17.1M
|
190K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-219K- 66.55% |
$20M - $21M
|
110K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-429K- 17.88% |
$39.1M - $41.1M
|
1.97M
$182M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.41M- 98.45% |
$494M - $519M
|
85K
$7.83M
|