Purchases and Sales Made in Q1 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q1 2024. 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 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-113- 0.73% |
$10.3K - $10.6K
|
15.3K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-114- 1.71% |
$10.4K - $10.7K
|
6.57K
$594K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-128- 3.05% |
$11.7K - $12K
|
4.07K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-138- 1.5% |
$12.6K - $13K
|
9.08K
$822K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-160- 74.42% |
$14.6K - $15K
|
55
$4.98K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-165- 2.55% |
$15K - $15.5K
|
6.29K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-173- 10.0% |
$15.8K - $16.3K
|
1.56K
$141K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-173- 3.98% |
$15.8K - $16.3K
|
4.18K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-189- 3.19% |
$17.2K - $17.8K
|
5.74K
$519K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-193- 2.21% |
$17.6K - $18.1K
|
8.56K
$775K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-201- 0.56% |
$18.3K - $18.9K
|
35.7K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-204- 5.64% |
$18.6K - $19.2K
|
3.41K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-212- 6.73% |
$19.3K - $19.9K
|
2.94K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-217- 1.53% |
$19.8K - $20.4K
|
13.9K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-229- 0.32% |
$20.9K - $21.5K
|
71K
$6.43M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-239- 7.11% |
$21.8K - $22.5K
|
3.12K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-241- 21.37% |
$22K - $22.6K
|
887
$80.3K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-242- 17.95% |
$22.1K - $22.7K
|
1.11K
$100K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-243- 52.15% |
$22.2K - $22.8K
|
223
$20.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-245- 4.6% |
$22.3K - $23K
|
5.08K
$460K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-250- 26.37% |
$22.8K - $23.5K
|
698
$63.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-251- 8.12% |
$22.9K - $23.6K
|
2.84K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-252- 1.81% |
$23K - $23.7K
|
13.6K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-254- 37.74% |
$23.2K - $23.9K
|
419
$37.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-256- 2.94% |
$23.3K - $24.1K
|
8.45K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-278- 4.02% |
$25.4K - $26.1K
|
6.63K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-278- 10.3% |
$25.4K - $26.1K
|
2.42K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-286- 0.48% |
$26.1K - $26.9K
|
59.4K
$5.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-288- 7.7% |
$26.3K - $27.1K
|
3.45K
$313K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-321- 8.94% |
$29.3K - $30.2K
|
3.27K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-323- 9.81% |
$29.5K - $30.4K
|
2.97K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-324- 3.71% |
$29.5K - $30.4K
|
8.41K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-325- 3.7% |
$29.6K - $30.5K
|
8.46K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-331- 1.99% |
$30.2K - $31.1K
|
16.3K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-333- 6.35% |
$30.4K - $31.3K
|
4.91K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-339- 5.15% |
$30.9K - $31.9K
|
6.25K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-341- 13.57% |
$31.1K - $32K
|
2.17K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-342- 4.73% |
$31.2K - $32.1K
|
6.89K
$624K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-343- 6.68% |
$31.3K - $32.2K
|
4.79K
$434K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-346- 19.93% |
$31.6K - $32.5K
|
1.39K
$126K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-346- 5.14% |
$31.6K - $32.5K
|
6.38K
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-361- 38.61% |
$32.9K - $33.9K
|
574
$52K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-361- 2.66% |
$32.9K - $33.9K
|
13.2K
$1.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-375- 7.41% |
$34.2K - $35.2K
|
4.69K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-390- 4.47% |
$35.6K - $36.7K
|
8.34K
$755K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-405- 4.94% |
$36.9K - $38.1K
|
7.8K
$706K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-411- 12.12% |
$37.5K - $38.6K
|
2.98K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-412- 9.01% |
$37.6K - $38.7K
|
4.16K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-435- 12.25% |
$39.7K - $40.9K
|
3.12K
$282K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-438- 29.69% |
$39.9K - $41.2K
|
1.04K
$93.9K
|