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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
666+ 30.95% |
$60.8K - $63.8K
|
2.82K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
665+ 9.27% |
$60.7K - $63.7K
|
7.84K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
664+ 1.11% |
$60.6K - $63.6K
|
60.3K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
655+ 3.42% |
$59.8K - $62.8K
|
19.8K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
634+ 50.88% |
$57.9K - $60.7K
|
1.88K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
630+ 5.53% |
$57.5K - $60.4K
|
12K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
630+ 1.38% |
$57.5K - $60.4K
|
46.2K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
628New |
$57.3K - $60.2K
|
628
$59.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
610+ 2.08% |
$55.7K - $58.5K
|
30K
$2.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
606+ 25.57% |
$55.3K - $58.1K
|
2.98K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
602+ 4.33% |
$54.9K - $57.7K
|
14.5K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
594+ 5.16% |
$54.2K - $56.9K
|
12.1K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
589+ 11.32% |
$53.8K - $56.4K
|
5.79K
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
583+ 5.55% |
$53.2K - $55.9K
|
11.1K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
564+ 11.11% |
$51.5K - $54K
|
5.64K
$531K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
558+ 16.18% |
$50.9K - $53.5K
|
4.01K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
542+ 9.44% |
$49.5K - $51.9K
|
6.29K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
532+ 0.71% |
$48.6K - $51K
|
75.6K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
531+ 0.09% |
$48.5K - $50.9K
|
562K
$52.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
522+ 4.3% |
$47.6K - $50K
|
12.7K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
522+ 4.84% |
$47.6K - $50K
|
11.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
517+ 3.14% |
$47.2K - $49.5K
|
17K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
488+ 5.6% |
$44.5K - $46.8K
|
9.21K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
480+ 3.27% |
$43.8K - $46K
|
15.1K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
461+ 15.39% |
$42.1K - $44.2K
|
3.46K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
456+ 1.88% |
$41.6K - $43.7K
|
24.7K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
454New |
$41.4K - $43.5K
|
454
$42.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 17.5% |
$41.1K - $43.1K
|
3.02K
$284K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
426+ 6.03% |
$38.9K - $40.8K
|
7.49K
$705K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
425+ 0.15% |
$38.8K - $40.7K
|
280K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
425+ 6.96% |
$38.8K - $40.7K
|
6.53K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
423+ 15.6% |
$38.6K - $40.5K
|
3.13K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
422+ 13.76% |
$38.5K - $40.4K
|
3.49K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
422+ 4220.0% |
$38.5K - $40.4K
|
432
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
420+ 8.25% |
$38.3K - $40.2K
|
5.51K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
419+ 7.95% |
$38.2K - $40.1K
|
5.69K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
398New |
$36.3K - $38.1K
|
398
$37.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
388+ 7.19% |
$35.4K - $37.2K
|
5.79K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
384+ 0.68% |
$35K - $36.8K
|
56.8K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
364+ 1.15% |
$33.2K - $34.9K
|
31.9K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
363+ 10.72% |
$33.1K - $34.8K
|
3.75K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
361+ 0.45% |
$32.9K - $34.6K
|
81.1K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
360+ 10.74% |
$32.9K - $34.5K
|
3.71K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
346+ 0.22% |
$31.6K - $33.2K
|
157K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
333+ 4.35% |
$30.4K - $31.9K
|
7.99K
$752K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
330+ 7.26% |
$30.1K - $31.6K
|
4.88K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
329+ 15.27% |
$30K - $31.5K
|
2.48K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
329+ 0.14% |
$30K - $31.5K
|
238K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
325New |
$29.7K - $31.1K
|
325
$30.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
316+ 2.7% |
$28.8K - $30.3K
|
12K
$1.13M
|