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 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.5K+ 1.17% |
$137K - $143K
|
130K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 11.33% |
$136K - $143K
|
14.6K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.49KNew |
$136K - $142K
|
1.49K
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.43K+ 4.98% |
$130K - $137K
|
30.1K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.39K+ 233.9% |
$127K - $133K
|
1.98K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.38K+ 35.48% |
$126K - $132K
|
5.26K
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 22.24% |
$123K - $129K
|
7.43K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.33K+ 7.72% |
$122K - $128K
|
18.6K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.33K+ 5.1% |
$121K - $127K
|
27.4K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.29K+ 8.35% |
$118K - $124K
|
16.8K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 26.38% |
$116K - $121K
|
6.07K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.24K+ 153.01% |
$114K - $119K
|
2.06K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.2KNew |
$110K - $115K
|
1.2K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.2K+ 1.71% |
$109K - $115K
|
71.3K
$6.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 1.42% |
$109K - $115K
|
85.3K
$8.03M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2K+ 26.27% |
$109K - $115K
|
5.76K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.2K+ 272.83% |
$109K - $115K
|
1.63K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.15K+ 5.69% |
$105K - $111K
|
21.4K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.88% |
$104K - $110K
|
61.9K
$5.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14K+ 0.75% |
$104K - $109K
|
154K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.1K+ 20.93% |
$100K - $105K
|
6.34K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
1.06K+ 0.49% |
$96.5K - $101K
|
216K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.05K+ 0.16% |
$95.9K - $101K
|
670K
$63M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.04K+ 26.18% |
$94.5K - $99.2K
|
4.99K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.03K+ 12.74% |
$93.8K - $98.5K
|
9.1K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.02K+ 1.48% |
$92.9K - $97.5K
|
70K
$6.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 3.62% |
$92.2K - $96.8K
|
28.9K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
994+ 3.28% |
$90.7K - $95.2K
|
31.3K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
973+ 21.58% |
$88.8K - $93.2K
|
5.48K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
936+ 5.24% |
$85.4K - $89.7K
|
18.8K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
934+ 5.2% |
$85.2K - $89.5K
|
18.9K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
922+ 20.94% |
$84.1K - $88.3K
|
5.33K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
916+ 19.42% |
$83.6K - $87.8K
|
5.63K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
906+ 183.03% |
$82.7K - $86.8K
|
1.4K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
877+ 6.9% |
$80K - $84K
|
13.6K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
876+ 5.63% |
$79.9K - $83.9K
|
16.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
865+ 10.86% |
$78.9K - $82.9K
|
8.83K
$831K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
839+ 9.05% |
$76.6K - $80.4K
|
10.1K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
833+ 0.21% |
$76K - $79.8K
|
394K
$37M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
828+ 4.34% |
$75.6K - $79.3K
|
19.9K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
818New |
$74.7K - $78.4K
|
818
$77K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
773+ 8.85% |
$70.5K - $74.1K
|
9.51K
$894K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
765+ 20.56% |
$69.8K - $73.3K
|
4.49K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
746+ 9.77% |
$68.1K - $71.5K
|
8.38K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
732+ 11.55% |
$66.8K - $70.1K
|
7.07K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
725+ 8.02% |
$66.2K - $69.5K
|
9.77K
$919K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
718+ 4.46% |
$65.5K - $68.8K
|
16.8K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
705+ 9.37% |
$64.3K - $67.6K
|
8.23K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
692+ 28.97% |
$63.2K - $66.3K
|
3.08K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
675+ 16.16% |
$61.6K - $64.7K
|
4.85K
$456K
|