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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98KNew |
$272K - $286K
|
2.98K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.97K+ 4.58% |
$271K - $285K
|
68K
$6.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 4.45% |
$269K - $282K
|
69.1K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 14.99% |
$268K - $282K
|
22.6K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.93KNew |
$268K - $281K
|
2.93K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.9K+ 7.33% |
$264K - $277K
|
42.4K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.89K+ 55.19% |
$263K - $277K
|
8.12K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.84K+ 7.6% |
$260K - $273K
|
40.2K
$3.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.84KNew |
$259K - $272K
|
2.84K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$256K - $269K
|
2.81K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.8K+ 20.86% |
$256K - $268K
|
16.2K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.73KNew |
$249K - $262K
|
2.73K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.72K+ 17.0% |
$248K - $260K
|
18.7K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.69K+ 8.5% |
$245K - $258K
|
34.3K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.57K+ 2.66% |
$234K - $246K
|
99K
$9.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.56K+ 37.04% |
$234K - $246K
|
9.48K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.52K+ 14.7% |
$230K - $242K
|
19.7K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.5K+ 30.53% |
$228K - $240K
|
10.7K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.5K+ 28.15% |
$228K - $240K
|
11.4K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.45K+ 15.57% |
$223K - $235K
|
18.2K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.34KNew |
$214K - $224K
|
2.34K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.34K+ 22.84% |
$214K - $224K
|
12.6K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 2.88% |
$212K - $223K
|
83.1K
$7.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.32K+ 11.89% |
$212K - $223K
|
21.9K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.32K+ 15.12% |
$211K - $222K
|
17.6K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.32K+ 10.73% |
$211K - $222K
|
23.9K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.22KNew |
$203K - $213K
|
2.22K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.15K+ 7.36% |
$196K - $206K
|
31.3K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.13K+ 8.84% |
$194K - $204K
|
26.2K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.02K+ 13.33% |
$184K - $193K
|
17.1K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.94K+ 9.62% |
$177K - $186K
|
22.1K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.9K+ 2.5% |
$173K - $182K
|
78K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 23.05% |
$173K - $181K
|
10.1K
$932K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 20.19% |
$172K - $181K
|
11.2K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.85K+ 5.29% |
$169K - $177K
|
36.8K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.65K+ 18.47% |
$150K - $158K
|
10.6K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.57KNew |
$143K - $150K
|
1.57K
$145K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.54K+ 25.0% |
$141K - $148K
|
7.72K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 8.19% |
$140K - $147K
|
20.2K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 53.08% |
$138K - $145K
|
4.38K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.51K+ 3.7% |
$137K - $144K
|
42.2K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.5K+ 1.17% |
$137K - $143K
|
130K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 11.33% |
$136K - $143K
|
14.6K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.43K+ 4.98% |
$130K - $137K
|
30.1K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.39K+ 233.9% |
$127K - $133K
|
1.98K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.38K+ 35.48% |
$126K - $132K
|
5.26K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 22.24% |
$123K - $129K
|
7.43K
$685K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.33K+ 5.1% |
$121K - $127K
|
27.4K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.29K+ 8.35% |
$118K - $124K
|
16.8K
$1.55M
|