Purchases and Sales Made in Q2 2023 in Jp Morgan ETF Tr Betabuilders (BBRE)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Betabuilders (BBRE) during Q2 2023. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR BETABUILDERS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.91K+ 4.2% |
$627K - $672K
|
196K
$19.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.17KNew |
$251K - $270K
|
3.17K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.16KNew |
$250K - $268K
|
3.16K
$310K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2.45KNew |
$194K - $208K
|
2.45K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.84K+ 16.59% |
$146K - $156K
|
12.9K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.21KNew |
$95.9K - $103K
|
1.21K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
640New |
$50.7K - $54.4K
|
640
$63K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
467+ 10.05% |
$37K - $39.7K
|
5.11K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
447+ 16.57% |
$35.4K - $38K
|
3.14K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6- 1.14% |
$476 - $510
|
520
$51.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 6.83% |
$1.74K - $1.87K
|
300
$29.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-164- 3.69% |
$13K - $13.9K
|
4.28K
$421K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-959- 11.37% |
$76K - $81.5K
|
7.48K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.35K- 0.06% |
$187K - $200K
|
3.84M
$377M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.34K- 26.95% |
$423K - $454K
|
14.5K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.52K- 1.82% |
$517K - $554K
|
351K
$34.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.3K- 47.31% |
$578K - $620K
|
8.13K
$800K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.1K- 70.71% |
$800K - $859K
|
4.18K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.5K- 97.04% |
$910K - $976K
|
350
$34.4K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.1K- 56.98% |
$2.39M - $2.56M
|
22.8K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.1K- 56.98% |
$2.39M - $2.56M
|
22.8K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-40.7K- 6.86% |
$3.23M - $3.46M
|
553K
$54.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-64.4K- 30.52% |
$5.1M - $5.47M
|
147K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
University Of Texas
|
SELL
|
- |
-93.7K- 3.53% |
$7.43M - $7.97M
|
2.56M
$252M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-125K- 25.49% |
$9.94M - $10.7M
|
366K
$36M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-183K- 42.0% |
$14.5M - $15.5M
|
252K
$24.8M
|