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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.15K+ 7.85% |
$184K - $203K
|
29.5K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.15KNew |
$184K - $203K
|
2.15K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.14KNew |
$183K - $202K
|
2.14K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
2.14K+ 37.54% |
$183K - $202K
|
7.82K
$736K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$183K - $201K
|
2.13K
$200K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.08K+ 6.59% |
$178K - $196K
|
33.6K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.06K+ 30.88% |
$177K - $195K
|
8.73K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.05K+ 5.44% |
$176K - $194K
|
39.7K
$3.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.04K+ 2.18% |
$175K - $193K
|
95.4K
$8.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.04K+ 30.39% |
$175K - $192K
|
8.73K
$822K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98K+ 7.44% |
$170K - $188K
|
28.6K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.98K+ 0.21% |
$170K - $187K
|
967K
$91M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.97K+ 20.56% |
$169K - $186K
|
11.5K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.95K+ 4.51% |
$167K - $184K
|
45.1K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.86K+ 0.46% |
$160K - $176K
|
409K
$38.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 11.4% |
$155K - $171K
|
17.7K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.75K+ 56.01% |
$150K - $166K
|
4.88K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.73K+ 11.61% |
$149K - $164K
|
16.6K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$148K - $164K
|
1.73K
$163K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.65K+ 4.05% |
$142K - $156K
|
42.5K
$4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.59K+ 52.68% |
$137K - $151K
|
4.62K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.57K+ 22.35% |
$135K - $148K
|
8.58K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.55K+ 21.29% |
$133K - $146K
|
8.82K
$830K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.55K+ 2.77% |
$133K - $146K
|
57.3K
$5.39M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.54KNew |
$132K - $145K
|
1.54K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.53KNew |
$132K - $145K
|
1.53K
$144K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 2.84% |
$131K - $144K
|
55.4K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.52K+ 1.08% |
$131K - $144K
|
143K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.52K+ 7.18% |
$130K - $144K
|
22.7K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.5K+ 1.69% |
$129K - $142K
|
90.3K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.48KNew |
$127K - $139K
|
1.48K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.45K+ 47.4% |
$125K - $137K
|
4.51K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.4K+ 36.86% |
$120K - $133K
|
5.21K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 1.45% |
$114K - $126K
|
93K
$8.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.33K+ 1.45% |
$114K - $126K
|
93K
$8.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 26.44% |
$112K - $124K
|
6.27K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.29K+ 23.93% |
$111K - $122K
|
6.68K
$628K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 7.06% |
$108K - $119K
|
19.1K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.23K+ 13.69% |
$106K - $117K
|
10.2K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.23K+ 50.22% |
$106K - $116K
|
3.68K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.22KNew |
$104K - $115K
|
1.22K
$114K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.21K+ 21.57% |
$104K - $114K
|
6.82K
$642K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.2K+ 0.73% |
$103K - $113K
|
166K
$15.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 27.13% |
$99.5K - $110K
|
5.43K
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.15K+ 2.27% |
$98.3K - $108K
|
51.6K
$4.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.14K+ 31.36% |
$98K - $108K
|
4.78K
$450K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 724.84% |
$95.2K - $105K
|
1.26K
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 26.88% |
$94.7K - $104K
|
5.21K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.08K+ 15.09% |
$92.6K - $102K
|
8.23K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 29.76% |
$92.4K - $102K
|
4.7K
$442K
|