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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 35.15% |
$94.5K - $99.4K
|
3.96K
$373K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.03K+ 28.31% |
$94.2K - $99.1K
|
4.66K
$438K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.01K+ 1.66% |
$92.4K - $97.2K
|
61.9K
$5.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
998+ 6.66% |
$91.5K - $96.3K
|
16K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
974New |
$89.3K - $93.9K
|
974
$91.6K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
962+ 19.07% |
$88.2K - $92.8K
|
6.01K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
956+ 2.09% |
$87.7K - $92.2K
|
46.7K
$4.39M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
956+ 1.78% |
$87.7K - $92.2K
|
54.7K
$5.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
956+ 8.99% |
$87.7K - $92.2K
|
11.6K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
956+ 1.78% |
$87.7K - $92.2K
|
54.7K
$5.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
954+ 12.42% |
$87.5K - $92K
|
8.64K
$812K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
910+ 12.3% |
$83.4K - $87.8K
|
8.31K
$782K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
903+ 2052.27% |
$82.8K - $87.1K
|
947
$89.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
894+ 7.67% |
$82K - $86.2K
|
12.6K
$1.18M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
855+ 0.68% |
$78.4K - $82.5K
|
127K
$11.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
854+ 1.2% |
$78.3K - $82.4K
|
72.3K
$6.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
850+ 13.88% |
$77.9K - $82K
|
6.97K
$656K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
845+ 3.71% |
$77.5K - $81.5K
|
23.6K
$2.22M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
824+ 5.78% |
$75.6K - $79.5K
|
15.1K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
816+ 18.56% |
$74.8K - $78.7K
|
5.21K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
781+ 27.53% |
$71.6K - $75.3K
|
3.62K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
775+ 2.98% |
$71.1K - $74.7K
|
26.8K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
760+ 8.96% |
$69.7K - $73.3K
|
9.24K
$870K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
750+ 42.86% |
$68.8K - $72.3K
|
2.5K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
747+ 27.2% |
$68.5K - $72K
|
3.49K
$329K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
737+ 10.3% |
$67.6K - $71.1K
|
7.89K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
721+ 25.28% |
$66.1K - $69.5K
|
3.57K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
710+ 8.05% |
$65.1K - $68.5K
|
9.53K
$896K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
708New |
$64.9K - $68.3K
|
708
$66.6K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
669New |
$61.3K - $64.5K
|
669
$62.9K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
642+ 9.46% |
$58.9K - $61.9K
|
7.43K
$699K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
637+ 17.88% |
$58.4K - $61.4K
|
4.2K
$395K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
598New |
$54.8K - $57.7K
|
598
$56.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
589+ 1.03% |
$54K - $56.8K
|
57.9K
$5.44M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
576+ 68.74% |
$52.8K - $55.6K
|
1.41K
$133K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
533+ 16.6% |
$48.9K - $51.4K
|
3.74K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
522New |
$47.9K - $50.3K
|
522
$49.1K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
501+ 23.08% |
$45.9K - $48.3K
|
2.67K
$251K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
487New |
$44.7K - $47K
|
487
$45.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
482+ 467.96% |
$44.2K - $46.5K
|
585
$55K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
477+ 11.99% |
$43.7K - $46K
|
4.46K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
454+ 15.57% |
$41.6K - $43.8K
|
3.37K
$317K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
428+ 15.15% |
$39.2K - $41.3K
|
3.25K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
395New |
$36.2K - $38.1K
|
395
$37.2K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
394+ 6.29% |
$36.1K - $38K
|
6.66K
$626K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
390+ 76.17% |
$35.8K - $37.6K
|
902
$84.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
376+ 84.3% |
$34.5K - $36.3K
|
822
$77.3K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
373+ 15.03% |
$34.2K - $36K
|
2.86K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
350+ 3.74% |
$32.1K - $33.8K
|
9.72K
$914K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
337+ 28.11% |
$30.9K - $32.5K
|
1.54K
$145K
|