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 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
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.67K+ 41.81% |
$334K - $351K
|
12.4K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.65KNew |
$333K - $350K
|
3.65K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.42KNew |
$312K - $328K
|
3.42K
$315K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.38K+ 2.52% |
$308K - $323K
|
137K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.29KNew |
$301K - $316K
|
3.29K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.26K+ 18.91% |
$297K - $312K
|
20.5K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.24K+ 6.18% |
$296K - $311K
|
55.7K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.23K+ 0.64% |
$295K - $310K
|
507K
$46.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.2K+ 6.38% |
$292K - $306K
|
53.3K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.18K+ 4.68% |
$290K - $305K
|
71.2K
$6.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.16KNew |
$289K - $303K
|
3.16K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.05K+ 6.57% |
$278K - $292K
|
49.5K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.01K+ 7.31% |
$275K - $289K
|
44.2K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98KNew |
$272K - $286K
|
2.98K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 4.45% |
$269K - $282K
|
69.1K
$6.37M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 14.99% |
$268K - $282K
|
22.6K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.93KNew |
$268K - $281K
|
2.93K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.84K+ 7.6% |
$260K - $273K
|
40.2K
$3.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.84KNew |
$259K - $272K
|
2.84K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$256K - $269K
|
2.81K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.8K+ 20.86% |
$256K - $268K
|
16.2K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.73KNew |
$249K - $262K
|
2.73K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.72K+ 17.0% |
$248K - $260K
|
18.7K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.69K+ 8.5% |
$245K - $258K
|
34.3K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.5K+ 28.15% |
$228K - $240K
|
11.4K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.45K+ 15.57% |
$223K - $235K
|
18.2K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.34K+ 22.84% |
$214K - $224K
|
12.6K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.32K+ 11.89% |
$212K - $223K
|
21.9K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.32K+ 15.12% |
$211K - $222K
|
17.6K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.32K+ 10.73% |
$211K - $222K
|
23.9K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.13K+ 8.84% |
$194K - $204K
|
26.2K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.94K+ 9.62% |
$177K - $186K
|
22.1K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.9K+ 2.5% |
$173K - $182K
|
78K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 23.05% |
$173K - $181K
|
10.1K
$932K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 20.19% |
$172K - $181K
|
11.2K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.85K+ 5.29% |
$169K - $177K
|
36.8K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.65K+ 18.47% |
$150K - $158K
|
10.6K
$975K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.54K+ 25.0% |
$141K - $148K
|
7.72K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 8.19% |
$140K - $147K
|
20.2K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 53.08% |
$138K - $145K
|
4.38K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.5K+ 1.17% |
$137K - $143K
|
130K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.43K+ 4.98% |
$130K - $137K
|
30.1K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.39K+ 233.9% |
$127K - $133K
|
1.98K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.24K+ 153.01% |
$114K - $119K
|
2.06K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 1.42% |
$109K - $115K
|
85.3K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 26.27% |
$109K - $115K
|
5.76K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 272.83% |
$109K - $115K
|
1.63K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.15K+ 5.69% |
$105K - $111K
|
21.4K
$1.98M
|