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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
189+ 18900.0% |
$17.2K - $17.8K
|
190
$17.4K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
188+ 2.81% |
$17.1K - $17.7K
|
6.88K
$630K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
179New |
$16.3K - $16.8K
|
179
$16.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
179+ 64.62% |
$16.3K - $16.8K
|
456
$41.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
177+ 3.04% |
$16.1K - $16.6K
|
6K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
167+ 0.34% |
$15.2K - $15.7K
|
49.2K
$4.51M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
164+ 656.0% |
$15K - $15.4K
|
189
$17.3K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
158+ 2257.14% |
$14.4K - $14.8K
|
165
$15.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 0.1% |
$13.7K - $14.1K
|
153K
$14.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
143+ 2.54% |
$13K - $13.4K
|
5.77K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
140+ 0.74% |
$12.8K - $13.2K
|
19.1K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
125+ 4.98% |
$11.4K - $11.7K
|
2.64K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
124+ 0.56% |
$11.3K - $11.7K
|
22.3K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
124+ 2.95% |
$11.3K - $11.7K
|
4.33K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
123+ 4.32% |
$11.2K - $11.6K
|
2.97K
$272K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
119New |
$10.9K - $11.2K
|
119
$10.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 1.25% |
$10.9K - $11.2K
|
9.61K
$880K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
118New |
$10.8K - $11.1K
|
118
$10.8K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
117+ 3.67% |
$10.7K - $11K
|
3.31K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
109+ 363.33% |
$9.94K - $10.2K
|
139
$12.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
104+ 2.36% |
$9.48K - $9.77K
|
4.51K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
102New |
$9.3K - $9.59K
|
102
$9.35K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
96+ 1.92% |
$8.76K - $9.02K
|
5.08K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95+ 791.67% |
$8.66K - $8.93K
|
107
$9.81K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
90+ 1.88% |
$8.21K - $8.46K
|
4.88K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
89New |
$8.12K - $8.36K
|
89
$8.16K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
87+ 133.85% |
$7.93K - $8.18K
|
152
$13.9K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
87New |
$7.93K - $8.18K
|
87
$7.97K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
83+ 2.49% |
$7.57K - $7.8K
|
3.41K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
82New |
$7.48K - $7.71K
|
82
$7.52K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
67+ 0.77% |
$6.11K - $6.3K
|
8.78K
$804K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 0.71% |
$5.65K - $5.83K
|
8.74K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
61New |
$5.56K - $5.73K
|
61
$5.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
61New |
$5.56K - $5.73K
|
61
$5.59K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
59+ 368.75% |
$5.38K - $5.54K
|
75
$6.87K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
57+ 0.51% |
$5.2K - $5.36K
|
11.2K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
54+ 0.36% |
$4.92K - $5.07K
|
15.1K
$1.39M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
51+ 14.33% |
$4.65K - $4.79K
|
407
$37.3K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50+ 0.26% |
$4.56K - $4.7K
|
19.6K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50+ 2.08% |
$4.56K - $4.7K
|
2.45K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
47New |
$4.29K - $4.42K
|
47
$4.31K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
46New |
$4.2K - $4.32K
|
46
$4.22K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
44New |
$4.01K - $4.14K
|
44
$4.03K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
43New |
$3.92K - $4.04K
|
43
$3.94K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
42+ 0.77% |
$3.83K - $3.95K
|
5.47K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
37+ 0.63% |
$3.37K - $3.48K
|
5.87K
$538K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.62% |
$3.37K - $3.48K
|
5.97K
$547K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
35+ 0.85% |
$3.19K - $3.29K
|
4.13K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
35+ 1.26% |
$3.19K - $3.29K
|
2.81K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34New |
$3.1K - $3.2K
|
34
$3.12K
|