Purchases and Sales Made in Q1 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2023. 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 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.54% |
$2.93K - $3.09K
|
5.9K
$555K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.52% |
$2.84K - $2.99K
|
5.95K
$560K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31+ 1033.33% |
$2.84K - $2.99K
|
34
$3.2K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
30+ 0.53% |
$2.75K - $2.89K
|
5.66K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
29New |
$2.66K - $2.8K
|
29
$2.73K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29New |
$2.66K - $2.8K
|
29
$2.73K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
25+ 0.41% |
$2.29K - $2.41K
|
6.08K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25+ 39.68% |
$2.29K - $2.41K
|
88
$8.28K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.52% |
$2.02K - $2.12K
|
4.23K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 7.78% |
$1.83K - $1.93K
|
277
$26.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.65K - $1.74K
|
18
$1.69K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18+ 2.46% |
$1.65K - $1.74K
|
750
$70.6K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14+ 0.56% |
$1.28K - $1.35K
|
2.53K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$1.19K - $1.25K
|
4.82K
$453K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
11+ 10.0% |
$1.01K - $1.06K
|
121
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9+ 8.65% |
$825 - $868
|
113
$10.6K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
9+ 0.13% |
$825 - $868
|
7.06K
$664K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.55% |
$825 - $868
|
1.66K
$156K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7New |
$642 - $675
|
7
$659
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 13.51% |
$459 - $482
|
42
$3.95K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.2% |
$459 - $482
|
2.56K
$241K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5+ 0.97% |
$459 - $482
|
522
$49.1K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5New |
$459 - $482
|
5
$470
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
5+ 0.07% |
$459 - $482
|
7.12K
$670K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.1% |
$459 - $482
|
4.83K
$454K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.37% |
$367 - $386
|
1.09K
$103K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3New |
$275 - $289
|
3
$282
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.3% |
$91.7 - $96.5
|
334
$31.4K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1New |
$91.7 - $96.5
|
1
$94.1
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$91.7 - $96.5
|
5.66K
$532K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$91.7 - $96.5
|
5.77K
$543K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 0.83% |
$183 - $193
|
239
$22.5K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.24% |
$642 - $675
|
2.97K
$279K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8- 0.26% |
$734 - $772
|
3.1K
$292K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13- 1.14% |
$1.19K - $1.25K
|
1.12K
$106K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14Closed |
$1.28K - $1.35K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 5.66% |
$1.38K - $1.45K
|
250
$23.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 17.05% |
$1.38K - $1.45K
|
73
$6.87K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-19- 0.19% |
$1.74K - $1.83K
|
9.91K
$933K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24- 0.17% |
$2.2K - $2.31K
|
13.8K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-25- 78.13% |
$2.29K - $2.41K
|
7
$659
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-30- 9.4% |
$2.75K - $2.89K
|
289
$27.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-34- 1.26% |
$3.12K - $3.28K
|
2.67K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 3.69% |
$4.59K - $4.82K
|
1.3K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-54- 2.23% |
$4.95K - $5.21K
|
2.37K
$223K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-58- 1.51% |
$5.32K - $5.59K
|
3.78K
$355K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-67- 1.74% |
$6.14K - $6.46K
|
3.78K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-86- 3.6% |
$7.89K - $8.29K
|
2.31K
$217K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-97- 76.98% |
$8.89K - $9.36K
|
29
$2.73K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-107- 0.36% |
$9.81K - $10.3K
|
29.4K
$2.76M
|