Purchases and Sales Made in Q4 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 2022. 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 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
569+ 211.52% |
$50.5K - $54.3K
|
838
$78.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
566+ 8.08% |
$50.2K - $54K
|
7.57K
$712K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
555+ 9.19% |
$49.2K - $53K
|
6.59K
$620K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
549+ 5.85% |
$48.7K - $52.4K
|
9.93K
$934K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
478+ 10.31% |
$42.4K - $45.6K
|
5.11K
$481K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
474+ 2.12% |
$42K - $45.2K
|
22.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
446New |
$39.5K - $42.6K
|
446
$42K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
374+ 6.21% |
$33.2K - $35.7K
|
6.4K
$602K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
361+ 15.69% |
$32K - $34.5K
|
2.66K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
345+ 16.14% |
$30.6K - $32.9K
|
2.48K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
341+ 42.89% |
$30.2K - $32.5K
|
1.14K
$107K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
319+ 6.82% |
$28.3K - $30.4K
|
5K
$470K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
307+ 2.0% |
$27.2K - $29.3K
|
15.6K
$1.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
298New |
$26.4K - $28.4K
|
298
$28K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
290New |
$25.7K - $27.7K
|
290
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
281+ 1.57% |
$24.9K - $26.8K
|
18.2K
$1.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
281+ 0.17% |
$24.9K - $26.8K
|
162K
$15.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
276+ 5.85% |
$24.5K - $26.3K
|
4.99K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
267New |
$23.7K - $25.5K
|
267
$25.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
260+ 5.71% |
$23.1K - $24.8K
|
4.81K
$453K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
256+ 11.46% |
$22.7K - $24.4K
|
2.49K
$234K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
255+ 1.15% |
$22.6K - $24.3K
|
22.4K
$2.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
252+ 4.69% |
$22.3K - $24.1K
|
5.63K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
250+ 5.88% |
$22.2K - $23.9K
|
4.5K
$423K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
220New |
$19.5K - $21K
|
220
$20.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
206+ 8.76% |
$18.3K - $19.7K
|
2.56K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
204New |
$18.1K - $19.5K
|
204
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
198+ 1.23% |
$17.6K - $18.9K
|
16.3K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
188New |
$16.7K - $17.9K
|
188
$17.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
159+ 19.09% |
$14.1K - $15.2K
|
992
$93.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$13.3K - $14.3K
|
150
$14.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
143+ 23.87% |
$12.7K - $13.6K
|
742
$69.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
140+ 11.87% |
$12.4K - $13.4K
|
1.32K
$124K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
135+ 80.84% |
$12K - $12.9K
|
302
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
131+ 12.27% |
$11.6K - $12.5K
|
1.2K
$113K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
130+ 117.12% |
$11.5K - $12.4K
|
241
$22.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
122New |
$10.8K - $11.6K
|
122
$11.5K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
122+ 4.1% |
$10.8K - $11.6K
|
3.1K
$292K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
119New |
$10.6K - $11.4K
|
119
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
113New |
$10K - $10.8K
|
113
$10.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$8.87K - $9.54K
|
100
$9.41K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
97+ 334.48% |
$8.6K - $9.26K
|
126
$11.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
96New |
$8.51K - $9.16K
|
96
$9.03K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
92New |
$8.16K - $8.78K
|
92
$8.66K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
87+ 2.88% |
$7.71K - $8.3K
|
3.11K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66+ 0.02% |
$5.85K - $6.3K
|
268K
$25.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
66New |
$5.85K - $6.3K
|
66
$6.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
61+ 677.78% |
$5.41K - $5.82K
|
70
$6.59K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
47+ 16.43% |
$4.17K - $4.49K
|
333
$31.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
47+ 0.93% |
$4.17K - $4.49K
|
5.1K
$480K
|