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 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.9K+ 652.37% |
$1.91M - $1.96M
|
24.1K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
20.7K+ 30.9% |
$1.89M - $1.95M
|
87.8K
$8.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
20.7K+ 6.54% |
$1.89M - $1.95M
|
337K
$30.9M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.4K+ 543.21% |
$1.86M - $1.91M
|
24.1K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.6K+ 39.05% |
$1.79M - $1.84M
|
69.9K
$6.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.6K+ 22.26% |
$1.78M - $1.84M
|
107K
$9.85M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19.2KNew |
$1.75M - $1.81M
|
19.2K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
19.2K+ 46.84% |
$1.75M - $1.8M
|
60.1K
$5.5M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
19.2KNew |
$1.75M - $1.8M
|
19.2K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 7.49% |
$1.74M - $1.8M
|
274K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
19K+ 11.82% |
$1.73M - $1.78M
|
179K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
18.6K+ 8.15% |
$1.7M - $1.75M
|
247K
$22.6M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.4K+ 21.9% |
$1.68M - $1.73M
|
103K
$9.4M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
18.2KNew |
$1.66M - $1.71M
|
18.2K
$1.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17.6K+ 150.77% |
$1.61M - $1.66M
|
29.3K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17.3KNew |
$1.58M - $1.63M
|
17.3K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 61.01% |
$1.58M - $1.63M
|
45.7K
$4.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
17.3K+ 57.21% |
$1.58M - $1.62M
|
47.5K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.3KNew |
$1.57M - $1.62M
|
17.3K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.8K+ 14.84% |
$1.53M - $1.58M
|
130K
$11.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.7K+ 13.32% |
$1.52M - $1.57M
|
142K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.7K+ 56.52% |
$1.34M - $1.38M
|
40.7K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.7K+ 60.24% |
$1.34M - $1.38M
|
39K
$3.58M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 1.09% |
$1.31M - $1.35M
|
1.33M
$122M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 137.4% |
$1.27M - $1.3M
|
24K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 45.88% |
$1.23M - $1.26M
|
42.8K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.3K+ 3.16% |
$1.21M - $1.25M
|
434K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
13.1K+ 26.99% |
$1.2M - $1.23M
|
61.8K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.1K+ 102.4% |
$1.19M - $1.23M
|
25.8K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
12.5KNew |
$1.14M - $1.17M
|
12.5K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
12KNew |
$1.09M - $1.13M
|
12K
$1.1M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.8K+ 4.24% |
$1.08M - $1.11M
|
290K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
11.8KNew |
$1.07M - $1.11M
|
11.8K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 248.89% |
$1.05M - $1.08M
|
16.2K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
11.5K+ 13.62% |
$1.05M - $1.08M
|
96K
$8.8M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
11.1K+ 13.31% |
$1.01M - $1.04M
|
94.6K
$8.67M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
11.1K+ 40.16% |
$1.01M - $1.04M
|
38.7K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$1.01M - $1.04M
|
11K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 322.88% |
$983K - $1.01M
|
14.1K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.6K+ 6.74% |
$966K - $996K
|
168K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 8.07% |
$962K - $991K
|
141K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.4K+ 3.74% |
$950K - $979K
|
289K
$26.5M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.1K+ 17.42% |
$921K - $949K
|
68.1K
$6.24M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.63K+ 21.91% |
$879K - $905K
|
53.6K
$4.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.43K+ 28.37% |
$860K - $886K
|
42.7K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.37K+ 9.72% |
$854K - $880K
|
106K
$9.69M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.36K+ 25.82% |
$853K - $879K
|
45.6K
$4.18M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9.32K+ 12.0% |
$850K - $876K
|
87K
$7.97M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.29K+ 17.68% |
$847K - $873K
|
61.8K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.19K+ 19.25% |
$838K - $864K
|
56.9K
$5.22M
|