Purchases and Sales Made in Q1 2023 in Ishares Tr (MBB)

MBB Quotes by TradingView

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 01, 2023 Q1 2023
Sierra Capital LLC

BUY
 -
7.63K
+ 53.49%
$700K - $736K
21.9K $2.06M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
7.54K
+ 21.85%
$691K - $727K
42K $3.95M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
7.43K
+ 91.86%
$681K - $717K
15.5K $1.46M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
7.28K
New
$668K - $702K
7.28K $685K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
7.26K
+ 32.02%
$666K - $700K
29.9K $2.82M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
7.15K
+ 17.42%
$656K - $690K
48.2K $4.54M
May 12, 2023 Q1 2023
Lowe Brockenbrough & CO Inc

BUY
 -
7.1K
+ 28.47%
$651K - $685K
32K $3.01M
Apr 28, 2023 Q1 2023
Invst, LLC

Indianapolis, IN
BUY
 -
6.96K
+ 11.96%
$638K - $671K
65.1K $6.13M
May 04, 2023 Q1 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
6.95K
+ 14.11%
$637K - $670K
56.2K $5.29M
May 01, 2023 Q1 2023
Tnf LLC

BUY
 -
6.87K
+ 7.04%
$630K - $663K
104K $9.83M
May 03, 2023 Q1 2023
Northwest Capital Management Inc

BUY
 -
6.78K
+ 17.24%
$621K - $654K
46.1K $4.34M
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
6.63K
+ 134.93%
$608K - $639K
11.5K $1.09M
May 10, 2023 Q1 2023
Simplify Asset Management Inc.

New York, NY
BUY
 -
6.53K
New
$599K - $630K
6.53K $614K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
6.53K
+ 70.32%
$599K - $630K
15.8K $1.49M
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
6.5K
New
$596K - $627K
6.5K $612K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
6.48K
+ 32.03%
$594K - $625K
26.7K $2.51M
May 11, 2023 Q1 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
6.37K
+ 6.25%
$584K - $615K
108K $10.2M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
6.13K
New
$562K - $592K
6.13K $577K
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
6.13K
+ 33.06%
$562K - $591K
24.7K $2.32M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
5.96K
New
$547K - $575K
5.96K $561K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
5.89K
+ 103.17%
$540K - $568K
11.6K $1.09M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.89K
+ 35.51%
$540K - $568K
22.5K $2.11M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
5.75K
+ 70.63%
$527K - $555K
13.9K $1.31M
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
5.69K
New
$522K - $549K
5.69K $536K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.6K
+ 39.97%
$514K - $540K
19.6K $1.85M
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
5.53K
+ 39.32%
$507K - $533K
19.6K $1.84M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
5.36K
+ 108.93%
$491K - $517K
10.3K $966K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
5.26K
+ 384.09%
$483K - $508K
6.63K $624K
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
5.21K
+ 21.09%
$477K - $502K
29.9K $2.81M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
5.06K
+ 17.54%
$464K - $488K
33.9K $3.19M
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
5.02K
+ 3.15%
$460K - $484K
164K $15.4M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
5.01K
New
$459K - $483K
5.01K $471K
Apr 19, 2023 Q1 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
5K
+ 37.13%
$459K - $482K
18.5K $1.74M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
4.91K
+ 6.55%
$450K - $473K
79.8K $7.51M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
4.73K
+ 19.56%
$434K - $456K
28.9K $2.72M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
4.73K
+ 158.37%
$434K - $456K
7.72K $726K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
4.66K
+ 6.4%
$427K - $449K
77.4K $7.29M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
4.65K
+ 9.13%
$426K - $448K
55.6K $5.23M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
4.65K
+ 6.04%
$426K - $448K
81.5K $7.67M
Feb 13, 2025 Q1 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
4.57K
+ 65.53%
$419K - $441K
11.5K $1.09M
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
4.56K
New
$418K - $440K
4.56K $429K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.47K
+ 226.64%
$410K - $431K
6.44K $606K
Apr 24, 2023 Q1 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
4.36K
+ 43.94%
$400K - $421K
14.3K $1.34M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
4.36K
+ 2.23%
$400K - $421K
200K $18.9M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.28K
+ 8.62%
$392K - $413K
53.9K $5.07M
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
4.1K
New
$376K - $395K
4.1K $386K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
3.97K
+ 26.64%
$364K - $383K
18.9K $1.77M
Apr 24, 2023 Q1 2023
Db Fitzpatrick & Co, Inc

BUY
 -
3.94K
+ 31.63%
$361K - $380K
16.4K $1.54M
Apr 26, 2023 Q1 2023
Rhs Financial, LLC

BUY
 -
3.92K
+ 39.92%
$359K - $378K
13.7K $1.29M

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