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
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-417- 5.62% |
$38.1K - $40K
|
7K
$650K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-450- 17.99% |
$41.1K - $43.1K
|
2.05K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-453- 9.42% |
$41.3K - $43.4K
|
4.36K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-458- 3.05% |
$41.8K - $43.9K
|
14.6K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-461- 11.89% |
$42.1K - $44.2K
|
3.42K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-478- 10.15% |
$43.6K - $45.8K
|
4.23K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-484- 1.07% |
$44.2K - $46.4K
|
44.8K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-494- 16.93% |
$45.1K - $47.3K
|
2.42K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-503- 2.57% |
$45.9K - $48.2K
|
19K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-531- 7.68% |
$48.5K - $50.9K
|
6.38K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 18.03% |
$49K - $51.5K
|
2.44K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-560- 62.08% |
$51.1K - $53.7K
|
342
$31.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-562- 7.36% |
$51.3K - $53.9K
|
7.07K
$657K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-592- 3.3% |
$54K - $56.7K
|
17.4K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-604- 17.42% |
$55.1K - $57.9K
|
2.86K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-618- 10.04% |
$56.4K - $59.2K
|
5.54K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-642- 2.7% |
$58.6K - $61.5K
|
23.1K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-643- 9.95% |
$58.7K - $61.6K
|
5.82K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-651- 11.78% |
$59.4K - $62.4K
|
4.88K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-676- 2.48% |
$61.7K - $64.8K
|
26.5K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-683- 15.37% |
$62.3K - $65.4K
|
3.76K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-683- 14.73% |
$62.3K - $65.4K
|
3.95K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-690- 60.53% |
$63K - $66.1K
|
450
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-709- 3.44% |
$64.7K - $67.9K
|
19.9K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-735- 2.26% |
$67.1K - $70.4K
|
31.8K
$2.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-738- 0.65% |
$67.3K - $70.7K
|
113K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-740- 5.53% |
$67.5K - $70.9K
|
12.6K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-752- 22.0% |
$68.6K - $72.1K
|
2.67K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-761- 7.55% |
$69.4K - $72.9K
|
9.33K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-774- 13.96% |
$70.6K - $74.2K
|
4.77K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-774- 13.96% |
$70.6K - $74.2K
|
4.77K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-859- 8.25% |
$78.4K - $82.3K
|
9.55K
$887K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-882- 19.3% |
$80.5K - $84.5K
|
3.69K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-883- 15.44% |
$80.6K - $84.6K
|
4.84K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-900- 14.54% |
$82.1K - $86.2K
|
5.29K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-905- 10.67% |
$82.6K - $86.7K
|
7.58K
$704K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-916- 2.0% |
$83.6K - $87.8K
|
44.8K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-924- 15.6% |
$84.3K - $88.5K
|
5K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-925- 8.18% |
$84.4K - $88.6K
|
10.4K
$964K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-955- 6.74% |
$87.2K - $91.5K
|
13.2K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-957- 2.58% |
$87.3K - $91.7K
|
36.1K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-969- 3.97% |
$88.4K - $92.8K
|
23.5K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-988- 9.0% |
$90.2K - $94.7K
|
9.99K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-992- 4.66% |
$90.5K - $95.1K
|
20.3K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-995- 23.81% |
$90.8K - $95.3K
|
3.18K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 11.25% |
$94.4K - $99.1K
|
8.16K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.04K- 6.17% |
$95.1K - $99.8K
|
15.9K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.12K- 17.28% |
$102K - $107K
|
5.37K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.13K- 28.36% |
$103K - $109K
|
2.86K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.15K- 0.54% |
$105K - $110K
|
211K
$19.6M
|