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
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2.51K- 4.51% |
$229K - $240K
|
53.2K
$4.9M
|
|
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.78K- 6.72% |
$253K - $266K
|
38.6K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.79K- 99.89% |
$255K - $267K
|
3
$277
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.86K- 29.43% |
$261K - $274K
|
6.85K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-2.88K- 2.21% |
$263K - $276K
|
127K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.88K- 49.83% |
$263K - $276K
|
2.9K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.93K- 14.99% |
$267K - $281K
|
16.6K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.94K- 3.03% |
$268K - $281K
|
94K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.98K- 37.6% |
$272K - $286K
|
4.95K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.08K- 20.83% |
$281K - $295K
|
11.7K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.22K- 8.42% |
$294K - $308K
|
35K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.32K- 0.25% |
$303K - $319K
|
1.33M
$123M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.71K- 15.99% |
$338K - $355K
|
19.5K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.8K- 0.43% |
$346K - $364K
|
884K
$81.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.11K- 34.54% |
$375K - $394K
|
7.79K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.31K- 2.53% |
$393K - $413K
|
166K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 12.59% |
$417K - $438K
|
31.8K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.61K- 20.31% |
$420K - $441K
|
18.1K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.85K- 43.87% |
$443K - $465K
|
6.21K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.09K- 35.79% |
$464K - $487K
|
9.12K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.3K- 4.72% |
$484K - $508K
|
107K
$9.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.47K- 62.32% |
$499K - $524K
|
3.31K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-5.56K- 6.61% |
$507K - $533K
|
78.5K
$7.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.1K- 2.8% |
$556K - $584K
|
212K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.4K- 19.86% |
$584K - $613K
|
25.8K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.59K- 18.18% |
$601K - $631K
|
29.6K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.82K- 38.5% |
$714K - $750K
|
12.5K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.89K- 42.18% |
$720K - $756K
|
10.8K
$997K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.75K- 25.95% |
$798K - $838K
|
25K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.39K- 1.63% |
$857K - $900K
|
566K
$52.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.67K- 4.26% |
$883K - $927K
|
217K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.99K- 4.68% |
$912K - $957K
|
204K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 2.18% |
$1.08M - $1.13M
|
530K
$48.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-12.4K- 0.52% |
$1.13M - $1.19M
|
2.38M
$219M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.1K- 6.95% |
$1.19M - $1.25M
|
175K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15.5K- 19.47% |
$1.42M - $1.49M
|
64.3K
$5.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-18.1K- 14.55% |
$1.65M - $1.74M
|
106K
$9.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.3K- 4.62% |
$1.76M - $1.85M
|
398K
$36.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-19.7K- 59.88% |
$1.8M - $1.89M
|
13.2K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.1K- 81.72% |
$1.92M - $2.02M
|
4.71K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.1K- 15.33% |
$1.93M - $2.02M
|
117K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.3K- 90.03% |
$2.13M - $2.24M
|
2.58K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-24.1K- 2.45% |
$2.2M - $2.31M
|
958K
$88.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.3K- 4.62% |
$2.21M - $2.32M
|
501K
$46.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-26.2K- 84.93% |
$2.39M - $2.51M
|
4.66K
$429K
|