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 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
328New |
$33.1K - $35.1K
|
328
$30.9K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
327+ 0.33% |
$33K - $35K
|
98.6K
$9.28M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
321+ 6.97% |
$32.4K - $34.4K
|
4.92K
$463K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
319New |
$32.2K - $34.2K
|
319
$30K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
302+ 47.78% |
$30.4K - $32.3K
|
934
$87.9K
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
300+ 15.0% |
$30.2K - $32.1K
|
2.3K
$216K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
260+ 62.05% |
$26.2K - $27.8K
|
679
$63.9K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
247+ 2.37% |
$24.9K - $26.4K
|
10.7K
$1M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
225+ 1.84% |
$22.7K - $24.1K
|
12.5K
$1.17M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
210+ 20.51% |
$21.2K - $22.5K
|
1.23K
$116K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
206+ 5.5% |
$20.8K - $22.1K
|
3.95K
$372K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
197+ 0.63% |
$19.9K - $21.1K
|
31.4K
$2.95M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
196+ 28.82% |
$19.8K - $21K
|
876
$82.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
189New |
$19K - $20.2K
|
189
$17.8K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
185+ 2.78% |
$18.6K - $19.8K
|
6.85K
$644K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
181+ 1.31% |
$18.2K - $19.4K
|
14K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
179+ 3.96% |
$18K - $19.2K
|
4.7K
$442K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
179New |
$18K - $19.2K
|
179
$16.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
170+ 4.75% |
$17.1K - $18.2K
|
3.75K
$353K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
166New |
$16.7K - $17.8K
|
166
$15.6K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
164+ 5.35% |
$16.5K - $17.6K
|
3.23K
$304K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
152New |
$15.3K - $16.3K
|
152
$14.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
146New |
$14.7K - $15.6K
|
146
$13.7K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
140New |
$14.1K - $15K
|
140
$13.2K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
130+ 6.31% |
$13.1K - $13.9K
|
2.19K
$206K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
124+ 1.3% |
$12.5K - $13.3K
|
9.64K
$907K
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
124+ 3.07% |
$12.5K - $13.3K
|
4.16K
$392K
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
104+ 3.38% |
$10.5K - $11.1K
|
3.18K
$299K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104New |
$10.5K - $11.1K
|
104
$9.78K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
92New |
$9.27K - $9.85K
|
92
$8.66K
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
89+ 1.06% |
$8.97K - $9.53K
|
8.52K
$801K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
76+ 1.94% |
$7.66K - $8.14K
|
4K
$376K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
76New |
$7.66K - $8.14K
|
76
$7.15K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63+ 0.12% |
$6.35K - $6.74K
|
54.4K
$5.12M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
63New |
$6.35K - $6.74K
|
63
$5.93K
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
59+ 0.76% |
$5.95K - $6.32K
|
7.83K
$736K
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
54+ 1.74% |
$5.44K - $5.78K
|
3.17K
$298K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42+ 47.73% |
$4.23K - $4.5K
|
130
$12.2K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
42+ 4.28% |
$4.23K - $4.5K
|
1.02K
$96.2K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
35+ 3.35% |
$3.53K - $3.75K
|
1.08K
$102K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30New |
$3.02K - $3.21K
|
30
$2.82K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
24+ 0.78% |
$2.42K - $2.57K
|
3.11K
$293K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24New |
$2.42K - $2.57K
|
24
$2.26K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$1.51K - $1.61K
|
15
$1.41K
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
13+ 0.04% |
$1.31K - $1.39K
|
33.2K
$3.13M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.41% |
$1.11K - $1.18K
|
2.72K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.25% |
$706 - $749
|
2.83K
$266K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.21% |
$706 - $749
|
3.38K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.31% |
$504 - $535
|
1.62K
$152K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5New |
$504 - $535
|
5
$470
|