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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-87- 0.53% |
$8.77K - $9.31K
|
16.2K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-87- 25.36% |
$8.77K - $9.31K
|
256
$24.1K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-91Closed |
$9.17K - $9.74K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-91Closed |
$9.17K - $9.74K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-91- 0.83% |
$9.17K - $9.74K
|
10.9K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-98- 2.92% |
$9.88K - $10.5K
|
3.26K
$307K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-101Closed |
$10.2K - $10.8K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-120- 1.87% |
$12.1K - $12.8K
|
6.29K
$592K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-138- 17.14% |
$13.9K - $14.8K
|
667
$62.8K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-141- 5.28% |
$14.2K - $15.1K
|
2.53K
$238K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-143Closed |
$14.4K - $15.3K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-147- 2.88% |
$14.8K - $15.7K
|
4.96K
$466K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-150- 1.12% |
$15.1K - $16.1K
|
13.3K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-151- 6.9% |
$15.2K - $16.2K
|
2.04K
$192K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-153- 3.23% |
$15.4K - $16.4K
|
4.59K
$432K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-155- 0.89% |
$15.6K - $16.6K
|
17.3K
$1.63M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-161- 3.45% |
$16.2K - $17.2K
|
4.51K
$424K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-164- 50.0% |
$16.5K - $17.6K
|
164
$15.4K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-167- 3.68% |
$16.8K - $17.9K
|
4.37K
$412K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-167- 5.02% |
$16.8K - $17.9K
|
3.16K
$297K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 1.79% |
$17.1K - $18.2K
|
9.32K
$877K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-170Closed |
$17.1K - $18.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-172- 48.18% |
$17.3K - $18.4K
|
185
$17.4K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-177- 7.07% |
$17.8K - $18.9K
|
2.33K
$219K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-184- 1.39% |
$18.5K - $19.7K
|
13.1K
$1.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-190Closed |
$19.2K - $20.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-191Closed |
$19.3K - $20.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-194- 2.36% |
$19.6K - $20.8K
|
8.04K
$756K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-196- 4.53% |
$19.8K - $21K
|
4.13K
$389K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-214- 6.24% |
$21.6K - $22.9K
|
3.21K
$302K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-240Closed |
$24.2K - $25.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-265- 0.71% |
$26.7K - $28.4K
|
36.8K
$3.46M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-275- 11.43% |
$27.7K - $29.4K
|
2.13K
$200K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-285- 0.78% |
$28.7K - $30.5K
|
36.1K
$3.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-285- 5.52% |
$28.7K - $30.5K
|
4.88K
$459K
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-290Closed |
$29.2K - $31K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-314- 4.9% |
$31.6K - $33.6K
|
6.1K
$574K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-320- 5.48% |
$32.3K - $34.3K
|
5.52K
$519K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-328- 1.05% |
$33.1K - $35.1K
|
30.9K
$2.91M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-336- 59.47% |
$33.9K - $36K
|
229
$21.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-338- 18.99% |
$34.1K - $36.2K
|
1.44K
$136K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-340- 2.21% |
$34.3K - $36.4K
|
15.1K
$1.42M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-343- 12.85% |
$34.6K - $36.7K
|
2.33K
$219K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-379- 81.68% |
$38.2K - $40.6K
|
85
$8K
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-382- 1.06% |
$38.5K - $40.9K
|
35.8K
$3.36M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-400Closed |
$40.3K - $42.8K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-400- 35.56% |
$40.3K - $42.8K
|
725
$68.2K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-407- 2.51% |
$41K - $43.6K
|
15.8K
$1.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-417- 44.22% |
$42K - $44.6K
|
526
$49.5K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-431- 3.98% |
$43.4K - $46.1K
|
10.4K
$977K
|