Purchases and Sales Made in Q4 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
76.6KNew |
$6.57M - $7.24M
|
76.6K
$7.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
73.8KNew |
$6.33M - $6.98M
|
73.8K
$6.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70.6K+ 4349.94% |
$6.06M - $6.68M
|
72.3K
$6.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.7KNew |
$5.98M - $6.59M
|
69.7K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
68.6K+ 66.75% |
$5.89M - $6.49M
|
171K
$16.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
64K+ 145.47% |
$5.49M - $6.05M
|
108K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
63.8K+ 1974.29% |
$5.48M - $6.03M
|
67K
$6.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
63.7K+ 757.95% |
$5.47M - $6.03M
|
72.2K
$6.79M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
63.7K+ 75.65% |
$5.46M - $6.02M
|
148K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
63.4K+ 5206.9% |
$5.44M - $5.99M
|
64.6K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
61.8K+ 62.6% |
$5.3M - $5.84M
|
161K
$15.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
61.3K+ 14653.11% |
$5.26M - $5.79M
|
61.7K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59.6KNew |
$5.12M - $5.64M
|
59.6K
$5.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
58KNew |
$4.97M - $5.48M
|
58K
$5.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57.7KNew |
$4.96M - $5.46M
|
57.7K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
57.5KNew |
$4.94M - $5.44M
|
57.5K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
57.1KNew |
$4.9M - $5.4M
|
57.1K
$5.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
56.5K+ 381.49% |
$4.85M - $5.34M
|
71.3K
$6.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
55.9K+ 1952.24% |
$4.8M - $5.28M
|
58.7K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
55.7KNew |
$4.78M - $5.26M
|
55.7K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
55.6K+ 89.96% |
$4.77M - $5.25M
|
117K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.5KNew |
$4.77M - $5.25M
|
55.5K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
54.8K+ 186.99% |
$4.7M - $5.18M
|
84.1K
$7.91M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
53.7KNew |
$4.6M - $5.07M
|
53.7K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
52K+ 9.44% |
$4.46M - $4.92M
|
603K
$56.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51.4K+ 10.03% |
$4.41M - $4.86M
|
564K
$53M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
49.9K+ 71.3% |
$4.28M - $4.72M
|
120K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
47.9KNew |
$4.11M - $4.53M
|
47.9K
$4.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
44.8KNew |
$3.84M - $4.23M
|
44.8K
$4.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
42.4KNew |
$3.64M - $4.01M
|
42.4K
$3.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
41KNew |
$3.52M - $3.88M
|
41K
$3.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40.6K+ 8.13% |
$3.48M - $3.84M
|
540K
$50.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
38K+ 20.93% |
$3.26M - $3.59M
|
220K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37.8K+ 38.1% |
$3.25M - $3.58M
|
137K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
37.8KNew |
$3.24M - $3.57M
|
37.8K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37K+ 238.19% |
$3.17M - $3.5M
|
52.5K
$4.94M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
36.6KNew |
$3.14M - $3.46M
|
36.6K
$3.45M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
36.2KNew |
$3.11M - $3.43M
|
36.2K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.1K+ 12.77% |
$3.1M - $3.41M
|
319K
$30M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
35.8K+ 158.05% |
$3.07M - $3.38M
|
58.4K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35.2K+ 49.36% |
$3.02M - $3.33M
|
107K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
34.9K+ 1.89% |
$2.99M - $3.3M
|
1.88M
$177M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33.4KNew |
$2.87M - $3.16M
|
33.4K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
32.3K+ 12.68% |
$2.77M - $3.05M
|
287K
$27M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.5K+ 34.08% |
$2.7M - $2.98M
|
124K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 152.14% |
$2.67M - $2.94M
|
51.5K
$4.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.8K+ 20.87% |
$2.64M - $2.91M
|
178K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30.3K+ 52.72% |
$2.6M - $2.87M
|
87.8K
$8.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
28.2KNew |
$2.42M - $2.66M
|
28.2K
$2.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
27.7KNew |
$2.38M - $2.62M
|
27.7K
$2.61M
|