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 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.21KNew |
$203K - $213K
|
2.21K
$208K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.18KNew |
$200K - $210K
|
2.18K
$205K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.16KNew |
$198K - $209K
|
2.16K
$204K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.15K+ 22.02% |
$197K - $207K
|
11.9K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.12K+ 23.69% |
$194K - $204K
|
11K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.11KNew |
$194K - $204K
|
2.11K
$199K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.07K+ 230.69% |
$190K - $199K
|
2.96K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.96K+ 2580.26% |
$180K - $189K
|
2.04K
$192K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 40.89% |
$170K - $179K
|
6.39K
$601K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.83K+ 31.03% |
$168K - $177K
|
7.73K
$727K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.82K+ 3.89% |
$167K - $176K
|
48.6K
$4.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
1.79K+ 1.86% |
$164K - $172K
|
97.7K
$9.19M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.78K+ 9.47% |
$163K - $172K
|
20.6K
$1.93M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.76K+ 32.5% |
$161K - $169K
|
7.16K
$674K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1.75K+ 51.71% |
$161K - $169K
|
5.14K
$483K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.75K+ 11.11% |
$160K - $168K
|
17.5K
$1.64M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.74K+ 19.6% |
$160K - $168K
|
10.6K
$999K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.73K+ 15.55% |
$159K - $167K
|
12.9K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 24.9% |
$158K - $166K
|
8.65K
$814K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.67K+ 13.44% |
$153K - $161K
|
14.1K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.63K+ 22.65% |
$149K - $157K
|
8.8K
$828K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.57K+ 0.83% |
$144K - $152K
|
191K
$17.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.56K+ 44.06% |
$143K - $151K
|
5.1K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.55K+ 44.63% |
$142K - $150K
|
5.03K
$474K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.53K+ 6.32% |
$140K - $148K
|
25.8K
$2.42M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.51K+ 24.43% |
$138K - $146K
|
7.69K
$723K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.51K+ 24.43% |
$138K - $146K
|
7.69K
$723K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.47K+ 4.19% |
$135K - $142K
|
36.5K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.45K+ 30.55% |
$133K - $140K
|
6.2K
$583K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.43K+ 939.47% |
$131K - $138K
|
1.58K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42KNew |
$130K - $137K
|
1.42K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.42K+ 3.05% |
$130K - $137K
|
48K
$4.52M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.39K+ 1.46% |
$127K - $134K
|
96.1K
$9.04M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.35K+ 2.69% |
$124K - $130K
|
51.6K
$4.85M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.3K+ 1298.0% |
$119K - $125K
|
1.4K
$132K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.28KNew |
$117K - $123K
|
1.28K
$120K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.26K+ 21.32% |
$115K - $121K
|
7.15K
$672K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 8.88% |
$113K - $119K
|
15.1K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.23K+ 39.48% |
$113K - $119K
|
4.34K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.22K+ 11.41% |
$112K - $118K
|
11.9K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.22K+ 10.05% |
$112K - $118K
|
13.4K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 40.27% |
$111K - $117K
|
4.23K
$398K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
1.21K+ 4.62% |
$111K - $117K
|
27.4K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.16K+ 6.77% |
$106K - $112K
|
18.3K
$1.72M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.13K+ 10.25% |
$103K - $109K
|
12.1K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 38.82% |
$101K - $106K
|
3.95K
$371K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.1KNew |
$101K - $106K
|
1.1K
$103K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.09K+ 17.56% |
$99.6K - $105K
|
7.27K
$684K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 22.4% |
$97.9K - $103K
|
5.84K
$549K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.04K+ 1.8% |
$95.4K - $100K
|
58.9K
$5.54M
|