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
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30.4K+ 5.8% |
$2.79M - $2.93M
|
555K
$52.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 46.7% |
$2.77M - $2.91M
|
94.8K
$8.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
30.2K+ 36.89% |
$2.77M - $2.91M
|
112K
$10.5M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 20.97% |
$2.76M - $2.91M
|
174K
$16.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
30.1K+ 365.79% |
$2.76M - $2.9M
|
38.3K
$3.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
30K+ 139.22% |
$2.75M - $2.89M
|
51.5K
$4.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
29.9K+ 384.04% |
$2.74M - $2.89M
|
37.7K
$3.55M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.5K+ 26.02% |
$2.7M - $2.84M
|
143K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29.1K+ 31240.86% |
$2.66M - $2.8M
|
29.1K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29K+ 102.73% |
$2.66M - $2.8M
|
57.3K
$5.39M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
28.2K+ 684.21% |
$2.59M - $2.72M
|
32.3K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
28.1K+ 26.79% |
$2.57M - $2.71M
|
133K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
27.8KNew |
$2.55M - $2.68M
|
27.8K
$2.61M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
27.7K+ 29169.47% |
$2.54M - $2.67M
|
27.8K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27.7K+ 32.06% |
$2.54M - $2.67M
|
114K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
26.1K+ 40.5% |
$2.39M - $2.52M
|
90.5K
$8.51M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
25.7K+ 70.26% |
$2.36M - $2.48M
|
62.3K
$5.86M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
25.6K+ 30.03% |
$2.34M - $2.47M
|
111K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.6KNew |
$2.34M - $2.46M
|
25.6K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
25.5K+ 256.73% |
$2.34M - $2.46M
|
35.4K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
24.2KNew |
$2.22M - $2.33M
|
24.2K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
23.3K+ 3.93% |
$2.14M - $2.25M
|
617K
$58M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.5K+ 8.38% |
$2.06M - $2.17M
|
291K
$27.3M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.3K+ 433.62% |
$2.05M - $2.15M
|
27.5K
$2.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
22.3K+ 17.5% |
$2.04M - $2.15M
|
150K
$14.1M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22.1K+ 433.01% |
$2.02M - $2.13M
|
27.2K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
22.1K+ 16.56% |
$2.02M - $2.13M
|
155K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
21.4K+ 30.38% |
$1.96M - $2.06M
|
91.8K
$8.64M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
21.1K+ 40.01% |
$1.93M - $2.03M
|
73.8K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
21.1KNew |
$1.93M - $2.03M
|
21.1K
$1.98M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20.6K+ 58.29% |
$1.89M - $1.99M
|
56K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 122.17% |
$1.88M - $1.98M
|
37.3K
$3.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
20.5K+ 222.84% |
$1.88M - $1.98M
|
29.7K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
20.4K+ 35.25% |
$1.87M - $1.97M
|
78.2K
$7.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.9KNew |
$1.83M - $1.92M
|
19.9K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 22.02% |
$1.77M - $1.86M
|
107K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
19K+ 267.31% |
$1.74M - $1.83M
|
26.1K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.6K+ 26.08% |
$1.71M - $1.79M
|
89.9K
$8.46M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18.5KNew |
$1.7M - $1.79M
|
18.5K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18K+ 11.0% |
$1.65M - $1.74M
|
182K
$17.1M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
17.9KNew |
$1.64M - $1.73M
|
17.9K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
17.9KNew |
$1.64M - $1.72M
|
17.9K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
17.7KNew |
$1.62M - $1.71M
|
17.7K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
17.2K+ 238.68% |
$1.58M - $1.66M
|
24.5K
$2.3M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1K+ 20.54% |
$1.57M - $1.65M
|
100K
$9.45M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17K+ 47.92% |
$1.56M - $1.64M
|
52.3K
$4.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
16.5K+ 26.0% |
$1.51M - $1.59M
|
79.9K
$7.51M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.2K+ 167.92% |
$1.48M - $1.56M
|
25.8K
$2.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15.9K+ 158.71% |
$1.46M - $1.54M
|
26K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
15.7K+ 0.35% |
$1.44M - $1.52M
|
4.52M
$426M
|