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 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
89KNew |
$8.12M - $8.52M
|
89K
$8.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
87.8K+ 10.67% |
$8.01M - $8.41M
|
911K
$85.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
87.2KNew |
$7.95M - $8.35M
|
87.2K
$8.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
81.4K+ 25.09% |
$7.43M - $7.8M
|
406K
$38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79.4K+ 7.62% |
$7.25M - $7.61M
|
1.12M
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
78.6K+ 2221.23% |
$7.17M - $7.53M
|
82.1K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.2K+ 4.84% |
$6.68M - $7.02M
|
1.59M
$148M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
73.1KNew |
$6.67M - $7M
|
73.1K
$6.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
69.4K+ 661.14% |
$6.33M - $6.65M
|
79.9K
$7.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
64.5K+ 3.47% |
$5.89M - $6.18M
|
1.92M
$180M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
61.5K+ 4.87% |
$5.62M - $5.9M
|
1.33M
$124M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
55.8K+ 2.38% |
$5.09M - $5.35M
|
2.4M
$225M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.5K+ 34.83% |
$4.88M - $5.13M
|
207K
$19.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
53.3K+ 106.41% |
$4.86M - $5.11M
|
103K
$9.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.5K+ 16.17% |
$4.7M - $4.94M
|
370K
$34.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51.4K+ 45.53% |
$4.69M - $4.92M
|
164K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
49.8K+ 22.01% |
$4.54M - $4.77M
|
276K
$25.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
48.5K+ 782.7% |
$4.43M - $4.65M
|
54.7K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.1K+ 2.63% |
$4.11M - $4.32M
|
1.76M
$165M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 25.58% |
$4.01M - $4.21M
|
216K
$20.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
43.8KNew |
$4M - $4.2M
|
43.8K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
43.3K+ 3.95% |
$3.95M - $4.14M
|
1.14M
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
42.8K+ 180.8% |
$3.91M - $4.1M
|
66.5K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
42.3K+ 10.26% |
$3.86M - $4.06M
|
455K
$42.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
42KNew |
$3.83M - $4.02M
|
42K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41.7K+ 2.54% |
$3.81M - $4M
|
1.68M
$158M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.9K+ 77.48% |
$3.64M - $3.82M
|
91.4K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.6K+ 14.56% |
$3.52M - $3.7M
|
304K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
37.1KNew |
$3.39M - $3.56M
|
37.1K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
37.1K+ 74.13% |
$3.39M - $3.56M
|
87.2K
$8.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
36.1K+ 10.76% |
$3.3M - $3.46M
|
372K
$34.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.8K+ 25.24% |
$3.26M - $3.43M
|
177K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
35.1KNew |
$3.21M - $3.37M
|
35.1K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33K+ 10.6% |
$3.02M - $3.17M
|
345K
$32.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
30.5KNew |
$2.78M - $2.92M
|
30.5K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
30KNew |
$2.74M - $2.87M
|
30K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
30K+ 17.51% |
$2.73M - $2.87M
|
201K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 55.9% |
$2.73M - $2.87M
|
83.5K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
29.9K+ 18.76% |
$2.73M - $2.87M
|
189K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.7K+ 500.32% |
$2.71M - $2.85M
|
35.6K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.8K+ 38.78% |
$2.63M - $2.76M
|
103K
$9.64M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
28.6KNew |
$2.61M - $2.74M
|
28.6K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
27.8KNew |
$2.54M - $2.67M
|
27.8K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.7K+ 27.41% |
$2.53M - $2.66M
|
129K
$12.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
27.3K+ 9.47% |
$2.5M - $2.62M
|
316K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.2K+ 18.22% |
$2.48M - $2.61M
|
177K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
25.6KNew |
$2.33M - $2.45M
|
25.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
25.2K+ 6.53% |
$2.3M - $2.41M
|
411K
$38.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
25.2K+ 9.55% |
$2.3M - $2.41M
|
289K
$27M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
24.9K+ 58.8% |
$2.27M - $2.38M
|
67.2K
$6.28M
|