Purchases and Sales Made in Q2 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.79MNew |
$263M - $283M
|
2.79M
$257M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.68M+ 1273.09% |
$253M - $272M
|
2.89M
$267M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.91MNew |
$180M - $193M
|
1.91M
$176M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.79M+ 64.22% |
$169M - $182M
|
4.58M
$423M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.13M+ 13.68% |
$107M - $115M
|
9.42M
$870M
|
|
|
Aug 11, 2022
Q2 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
560K+ 86.9% |
$52.8M - $56.8M
|
1.2M
$111M
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
300K+ 123.9% |
$28.3M - $30.5M
|
542K
$50.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
272K+ 41.84% |
$25.6M - $27.6M
|
921K
$85.1M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
239K+ 4.57% |
$22.6M - $24.3M
|
5.47M
$505M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
239K+ 4.57% |
$22.6M - $24.3M
|
5.47M
$505M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
225KNew |
$21.2M - $22.8M
|
225K
$20.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
221KNew |
$20.9M - $22.5M
|
221K
$20.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
208K+ 8.29% |
$19.6M - $21.1M
|
2.72M
$251M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
202KNew |
$19M - $20.5M
|
202K
$18.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
192K+ 30.95% |
$18.1M - $19.5M
|
812K
$75M
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
180K+ 2867.37% |
$17M - $18.3M
|
186K
$17.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
173K+ 747.19% |
$16.3M - $17.5M
|
196K
$18.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
173KNew |
$16.3M - $17.5M
|
173K
$15.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
161KNew |
$15.2M - $16.3M
|
161K
$14.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
156KNew |
$14.8M - $15.9M
|
156K
$14.4M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151K+ 307.89% |
$14.2M - $15.3M
|
200K
$18.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
148K+ 107.75% |
$14M - $15.1M
|
286K
$26.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
143KNew |
$13.5M - $14.6M
|
143K
$13.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
143K+ 42.53% |
$13.5M - $14.5M
|
478K
$44.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
141K+ 291.45% |
$13.3M - $14.3M
|
189K
$17.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
134K+ 429.03% |
$12.7M - $13.6M
|
166K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
109K+ 6.99% |
$10.3M - $11.1M
|
1.68M
$155M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
84.7K+ 9.21% |
$7.99M - $8.59M
|
1M
$92.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
84.2KNew |
$7.95M - $8.55M
|
84.2K
$7.78M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
70.3K+ 24.37% |
$6.63M - $7.13M
|
359K
$33.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
62.8K+ 6.61% |
$5.93M - $6.37M
|
1.01M
$93.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
61.7K+ 4.54% |
$5.83M - $6.26M
|
1.42M
$131M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
58.2K+ 89.47% |
$5.49M - $5.9M
|
123K
$11.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
53.8K+ 2300.0% |
$5.08M - $5.46M
|
56.2K
$5.19M
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
53.1K+ 9.35% |
$5.01M - $5.39M
|
621K
$57.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.9K+ 2.0% |
$4.8M - $5.16M
|
2.59M
$239M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50.8K+ 26.43% |
$4.8M - $5.16M
|
243K
$22.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47.9KNew |
$4.52M - $4.86M
|
47.9K
$4.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
42.7K+ 61.53% |
$4.03M - $4.33M
|
112K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
40.6K+ 32.9% |
$3.83M - $4.12M
|
164K
$15.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
40.2KNew |
$3.8M - $4.08M
|
40.2K
$3.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38.4K+ 65.61% |
$3.62M - $3.89M
|
96.9K
$8.95M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37.4K+ 9648.97% |
$3.53M - $3.8M
|
37.8K
$3.49M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
34.9K+ 411.89% |
$3.3M - $3.54M
|
43.4K
$4.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
33.2K+ 29.94% |
$3.13M - $3.37M
|
144K
$13.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
31.1K+ 30787.13% |
$2.94M - $3.15M
|
31.2K
$2.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
30.6K+ 418.9% |
$2.89M - $3.1M
|
37.9K
$3.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
28.6K+ 128.25% |
$2.7M - $2.9M
|
50.9K
$4.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Tcw Group Inc
|
BUY
|
- |
27.8K+ 25.36% |
$2.62M - $2.82M
|
137K
$12.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
26.4KNew |
$2.49M - $2.67M
|
26.4K
$2.43M
|