Purchases and Sales Made in Q1 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.18K+ 21.05% |
$119K - $126K
|
6.78K
$638K
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 1.07% |
$116K - $123K
|
108K
$10.2M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13K+ 26.97% |
$114K - $121K
|
5.31K
$499K
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.1K+ 2.32% |
$111K - $118K
|
48.6K
$4.57M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
1.1K+ 34.79% |
$111K - $118K
|
4.26K
$401K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 17.21% |
$102K - $109K
|
6.92K
$651K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 4.39% |
$102K - $108K
|
24K
$2.26M
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.01K+ 45.07% |
$102K - $108K
|
3.25K
$306K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
914+ 6.28% |
$92.1K - $97.9K
|
15.5K
$1.45M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
903+ 10.98% |
$91K - $96.7K
|
9.13K
$859K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
903+ 10.98% |
$91K - $96.7K
|
9.13K
$859K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
858New |
$86.5K - $91.9K
|
858
$80.7K
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
854+ 41.46% |
$86.1K - $91.4K
|
2.91K
$274K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
836+ 2.44% |
$84.3K - $89.5K
|
35K
$3.3M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
818+ 3.2% |
$82.4K - $87.6K
|
26.4K
$2.48M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
781+ 4.91% |
$78.7K - $83.6K
|
16.7K
$1.57M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
723+ 0.64% |
$72.9K - $77.4K
|
113K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
671+ 9.0% |
$67.6K - $71.8K
|
8.13K
$765K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
659New |
$66.4K - $70.6K
|
659
$62K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
657+ 5.44% |
$66.2K - $70.3K
|
12.7K
$1.2M
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
648+ 9.69% |
$65.3K - $69.4K
|
7.33K
$690K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
625New |
$63K - $66.9K
|
625
$58.8K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
603+ 1.96% |
$60.8K - $64.6K
|
31.3K
$2.94M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
601+ 278.24% |
$60.6K - $64.3K
|
817
$76.9K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
576+ 132.11% |
$58.1K - $61.7K
|
1.01K
$95.2K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
565+ 3.89% |
$56.9K - $60.5K
|
15.1K
$1.42M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
564+ 3.88% |
$56.8K - $60.4K
|
15.1K
$1.42M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
559New |
$56.3K - $59.8K
|
559
$52.6K
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
538+ 22.33% |
$54.2K - $57.6K
|
2.95K
$277K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
535+ 23.84% |
$53.9K - $57.3K
|
2.78K
$261K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
525+ 2100.0% |
$52.9K - $56.2K
|
550
$51.7K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
519+ 3.78% |
$52.3K - $55.6K
|
14.3K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
516+ 4.09% |
$52K - $55.2K
|
13.1K
$1.24M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
515+ 6.33% |
$51.9K - $55.1K
|
8.65K
$814K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
499+ 2.06% |
$50.3K - $53.4K
|
24.8K
$2.33M
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
493+ 8.63% |
$49.7K - $52.8K
|
6.21K
$584K
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
488+ 0.64% |
$49.2K - $52.2K
|
76.6K
$7.2M
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
472+ 3.07% |
$47.6K - $50.5K
|
15.9K
$1.49M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
450New |
$45.4K - $48.2K
|
450
$42.3K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
420New |
$42.3K - $45K
|
420
$39.5K
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
380+ 2.06% |
$38.3K - $40.7K
|
18.9K
$1.77M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
370New |
$37.3K - $39.6K
|
370
$34.8K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
366+ 6.84% |
$36.9K - $39.2K
|
5.72K
$538K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 1.16% |
$36.7K - $39K
|
31.7K
$2.98M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
361New |
$36.4K - $38.6K
|
361
$34K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
353+ 2.01% |
$35.6K - $37.8K
|
17.9K
$1.69M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
351+ 2.92% |
$35.4K - $37.6K
|
12.4K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
350New |
$35.3K - $37.5K
|
350
$32.9K
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
344+ 0.99% |
$34.7K - $36.8K
|
35K
$3.29M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
343+ 14.75% |
$34.6K - $36.7K
|
2.67K
$251K
|