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 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-129- 1.09% |
$11.8K - $12.4K
|
11.7K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-151- 4.6% |
$13.8K - $14.5K
|
3.13K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-152- 0.88% |
$13.9K - $14.6K
|
17K
$1.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-169- 0.97% |
$15.4K - $16.2K
|
17.2K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-198- 5.27% |
$18.1K - $19K
|
3.56K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-205- 6.99% |
$18.7K - $19.6K
|
2.73K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-276- 1.22% |
$25.2K - $26.4K
|
22.3K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-281- 0.9% |
$25.6K - $26.9K
|
31.1K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-284- 1.37% |
$25.9K - $27.2K
|
20.4K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-322- 0.95% |
$29.4K - $30.9K
|
33.7K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 66.67% |
$29.6K - $31K
|
162
$14.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-354- 2.07% |
$32.3K - $33.9K
|
16.7K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-358- 8.04% |
$32.7K - $34.3K
|
4.1K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-379- 8.49% |
$34.6K - $36.3K
|
4.09K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-390- 11.27% |
$35.6K - $37.4K
|
3.07K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-450- 17.99% |
$41.1K - $43.1K
|
2.05K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-461- 11.89% |
$42.1K - $44.2K
|
3.42K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-503- 2.57% |
$45.9K - $48.2K
|
19K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-531- 7.68% |
$48.5K - $50.9K
|
6.38K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 18.03% |
$49K - $51.5K
|
2.44K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-560- 62.08% |
$51.1K - $53.7K
|
342
$31.5K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-618- 10.04% |
$56.4K - $59.2K
|
5.54K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-676- 2.48% |
$61.7K - $64.8K
|
26.5K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-683- 14.73% |
$62.3K - $65.4K
|
3.95K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-735- 2.26% |
$67.1K - $70.4K
|
31.8K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-738- 0.65% |
$67.3K - $70.7K
|
113K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-740- 5.53% |
$67.5K - $70.9K
|
12.6K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-916- 2.0% |
$83.6K - $87.8K
|
44.8K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-924- 15.6% |
$84.3K - $88.5K
|
5K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-925- 8.18% |
$84.4K - $88.6K
|
10.4K
$957K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-957- 2.58% |
$87.3K - $91.7K
|
36.1K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-969- 3.97% |
$88.4K - $92.8K
|
23.5K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 11.25% |
$94.4K - $99.1K
|
8.16K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.04K- 6.17% |
$95.1K - $99.8K
|
15.9K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.13K- 28.36% |
$103K - $109K
|
2.86K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.16K- 2.26% |
$106K - $111K
|
50.1K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-1.16K- 1.58% |
$106K - $112K
|
72.5K
$6.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.29K- 17.98% |
$118K - $123K
|
5.88K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.32K- 1.91% |
$120K - $126K
|
67.9K
$6.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.42K- 12.46% |
$130K - $136K
|
9.99K
$921K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.5K- 21.81% |
$137K - $144K
|
5.38K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.54K- 2.9% |
$141K - $148K
|
51.6K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.83K- 4.5% |
$167K - $175K
|
38.8K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2K- 20.55% |
$182K - $191K
|
7.72K
$712K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 29.89% |
$195K - $204K
|
5K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.23K- 8.29% |
$204K - $214K
|
24.7K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.31K- 30.78% |
$211K - $221K
|
5.2K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.5K- 12.56% |
$229K - $240K
|
17.4K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.58K- 9.36% |
$235K - $247K
|
25K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.65K- 9.2% |
$242K - $254K
|
26.1K
$2.41M
|