Purchases and Sales Made in Q4 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176K+ 3248.95% |
$16M - $16.8M
|
181K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
146K+ 9.92% |
$13.3M - $14M
|
1.62M
$149M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
112KNew |
$10.2M - $10.8M
|
112K
$10.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
104K+ 54.67% |
$9.48M - $9.96M
|
294K
$27M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91.6K+ 6.19% |
$8.36M - $8.78M
|
1.57M
$144M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
87.8K+ 10.67% |
$8.01M - $8.41M
|
911K
$83.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
61.5K+ 4.87% |
$5.62M - $5.9M
|
1.33M
$122M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
53.3K+ 106.41% |
$4.86M - $5.11M
|
103K
$9.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.5K+ 16.17% |
$4.7M - $4.94M
|
370K
$34M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
48.5K+ 782.7% |
$4.43M - $4.65M
|
54.7K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.9K+ 77.48% |
$3.64M - $3.82M
|
91.4K
$8.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
35.8K+ 25.24% |
$3.26M - $3.43M
|
177K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
30K+ 17.51% |
$2.73M - $2.87M
|
201K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.8K+ 38.78% |
$2.63M - $2.76M
|
103K
$9.45M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
28.6KNew |
$2.61M - $2.74M
|
28.6K
$2.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
27.3K+ 9.47% |
$2.5M - $2.62M
|
316K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
24.9K+ 58.8% |
$2.27M - $2.38M
|
67.2K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24.7K+ 454.98% |
$2.25M - $2.36M
|
30.1K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 16.05% |
$2.22M - $2.33M
|
176K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
23.8K+ 8.3% |
$2.17M - $2.28M
|
310K
$28.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
23.4K+ 8.68% |
$2.14M - $2.24M
|
293K
$26.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
22.1KNew |
$2.02M - $2.12M
|
22.1K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.9K+ 56.21% |
$2M - $2.1M
|
60.8K
$5.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.3K+ 79.71% |
$1.85M - $1.95M
|
45.8K
$4.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$1.83M - $1.92M
|
20K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
14.5K+ 61.93% |
$1.32M - $1.39M
|
37.8K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.3K+ 52.94% |
$1.22M - $1.28M
|
38.5K
$3.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
11KNew |
$1M - $1.05M
|
11K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9.96KNew |
$909K - $955K
|
9.96K
$914K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7.74KNew |
$706K - $741K
|
7.74K
$710K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.47KNew |
$681K - $715K
|
7.47K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.46K+ 8.3% |
$681K - $715K
|
97.4K
$8.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
7.42K+ 9.38% |
$677K - $711K
|
86.5K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.01K+ 12.01% |
$640K - $672K
|
65.4K
$6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
6.78K+ 47.36% |
$618K - $649K
|
21.1K
$1.93M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.09K+ 2.02% |
$556K - $583K
|
307K
$28.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.01K+ 5.11% |
$548K - $575K
|
123K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.6K+ 0.38% |
$511K - $537K
|
1.49M
$137M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
5.17KNew |
$471K - $495K
|
5.17K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.04K+ 25.58% |
$460K - $483K
|
24.7K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.01K+ 6.06% |
$457K - $480K
|
87.7K
$8.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.78K+ 12.23% |
$436K - $458K
|
43.9K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4.64K+ 6.93% |
$423K - $444K
|
71.5K
$6.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.57K+ 54.21% |
$417K - $438K
|
13K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.51K+ 9.69% |
$412K - $433K
|
51.1K
$4.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.49KNew |
$410K - $430K
|
4.49K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.32K+ 44.8% |
$394K - $414K
|
14K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.06K+ 2.92% |
$370K - $389K
|
143K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.75K+ 33.93% |
$342K - $359K
|
14.8K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.7K+ 46.8% |
$337K - $354K
|
11.6K
$1.06M
|