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 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.04K+ 10.7% |
$369K - $387K
|
41.8K
$3.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.04KNew |
$368K - $387K
|
4.04K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.01KNew |
$366K - $384K
|
4.01K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.98KNew |
$363K - $381K
|
3.98K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.95K+ 17.61% |
$361K - $379K
|
26.4K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.86K+ 8.0% |
$353K - $370K
|
52.2K
$4.87M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.84K+ 4.27% |
$350K - $368K
|
93.6K
$8.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 6.3% |
$346K - $363K
|
63.9K
$5.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.75K+ 33.93% |
$342K - $359K
|
14.8K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.7K+ 46.8% |
$337K - $354K
|
11.6K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.67K+ 41.81% |
$334K - $351K
|
12.4K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.65KNew |
$333K - $350K
|
3.65K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.65K+ 3.37% |
$333K - $350K
|
112K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.6K+ 375.81% |
$329K - $345K
|
4.56K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.52KNew |
$321K - $337K
|
3.52K
$328K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.52KNew |
$321K - $337K
|
3.52K
$328K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.46KNew |
$316K - $332K
|
3.46K
$323K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.46KNew |
$315K - $331K
|
3.46K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 32.8% |
$315K - $331K
|
14K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.43KNew |
$313K - $329K
|
3.43K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.43K+ 7.33% |
$313K - $328K
|
50.2K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.42KNew |
$312K - $328K
|
3.42K
$319K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.38K+ 2.52% |
$308K - $323K
|
137K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.32K+ 11.76% |
$303K - $318K
|
31.6K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.29KNew |
$301K - $316K
|
3.29K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.26K+ 18.91% |
$297K - $312K
|
20.5K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25K+ 40.21% |
$296K - $311K
|
11.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.24K+ 6.18% |
$296K - $311K
|
55.7K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.23K+ 0.64% |
$295K - $310K
|
507K
$47.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 3.9% |
$293K - $308K
|
85.6K
$7.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.2K+ 6.38% |
$292K - $306K
|
53.3K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.18K+ 4.68% |
$290K - $305K
|
71.2K
$6.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.16KNew |
$289K - $303K
|
3.16K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.16K+ 3.63% |
$288K - $303K
|
90.1K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.08KNew |
$281K - $295K
|
3.08K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
3.05K+ 6.57% |
$278K - $292K
|
49.5K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.01K+ 7.31% |
$275K - $289K
|
44.2K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.98KNew |
$272K - $286K
|
2.98K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.97K+ 4.58% |
$271K - $285K
|
68K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 4.45% |
$269K - $282K
|
69.1K
$6.45M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94K+ 14.99% |
$268K - $282K
|
22.6K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.93KNew |
$268K - $281K
|
2.93K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.9K+ 7.33% |
$264K - $277K
|
42.4K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.89K+ 55.19% |
$263K - $277K
|
8.12K
$757K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.88KNew |
$262K - $275K
|
2.88K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.84K+ 7.6% |
$260K - $273K
|
40.2K
$3.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.84KNew |
$259K - $272K
|
2.84K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81KNew |
$256K - $269K
|
2.81K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.8K+ 20.86% |
$256K - $268K
|
16.2K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.73KNew |
$249K - $262K
|
2.73K
$255K
|