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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.07K- 34.94% |
$101K - $109K
|
2K
$185K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.08K- 38.72% |
$102K - $109K
|
1.7K
$157K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 10.36% |
$102K - $109K
|
9.34K
$862K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.08K- 1.22% |
$102K - $110K
|
87.3K
$8.07M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.09K- 22.33% |
$103K - $111K
|
3.81K
$352K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 30.22% |
$105K - $113K
|
2.56K
$237K
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.15K- 25.45% |
$108K - $116K
|
3.36K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.16K- 31.17% |
$110K - $118K
|
2.56K
$237K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-1.19K- 7.91% |
$112K - $121K
|
13.9K
$1.28M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.42% |
$113K - $121K
|
33.8K
$3.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.2K- 24.56% |
$113K - $122K
|
3.68K
$340K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.2K- 0.88% |
$113K - $122K
|
136K
$12.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.19% |
$116K - $124K
|
1.75K
$162K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.24K- 37.1% |
$117K - $126K
|
2.11K
$195K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.28K- 1.54% |
$121K - $130K
|
81.5K
$7.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.32K- 10.06% |
$125K - $134K
|
11.8K
$1.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.38K- 26.5% |
$130K - $140K
|
3.82K
$353K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.42K- 15.59% |
$134K - $144K
|
7.71K
$712K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.42K- 15.59% |
$134K - $144K
|
7.71K
$712K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.43K- 5.78% |
$135K - $145K
|
23.3K
$2.16M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.44K- 3.53% |
$136K - $146K
|
39.3K
$3.63M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.47K- 15.77% |
$139K - $149K
|
7.85K
$725K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.49K- 31.74% |
$140K - $151K
|
3.19K
$295K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 29.0% |
$141K - $152K
|
3.67K
$339K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.5K- 5.58% |
$142K - $152K
|
25.4K
$2.34M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-1.52K- 21.09% |
$143K - $154K
|
5.68K
$525K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.58K- 15.42% |
$149K - $160K
|
8.67K
$801K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.59K- 14.16% |
$150K - $162K
|
9.67K
$893K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.62K- 1.64% |
$152K - $164K
|
97K
$8.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.62K- 10.06% |
$153K - $165K
|
14.5K
$1.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.64K- 23.69% |
$155K - $166K
|
5.28K
$488K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.65K- 9.61% |
$156K - $168K
|
15.5K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.67K- 11.72% |
$158K - $170K
|
12.6K
$1.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.69K- 2.57% |
$160K - $172K
|
64.3K
$5.94M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.7K- 11.53% |
$160K - $172K
|
13K
$1.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.8K- 30.65% |
$170K - $183K
|
4.07K
$376K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.82KClosed |
$172K - $184K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.82K- 15.5% |
$172K - $184K
|
9.91K
$915K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.82K- 14.24% |
$172K - $185K
|
11K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-1.85K- 6.36% |
$175K - $188K
|
27.3K
$2.52M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 2.5% |
$177K - $190K
|
72.9K
$6.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.9K- 11.07% |
$180K - $193K
|
15.3K
$1.41M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.96K- 28.79% |
$185K - $199K
|
4.84K
$447K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2KClosed |
$188K - $203K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2KClosed |
$188K - $203K
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.02KClosed |
$190K - $205K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-2.02K- 6.47% |
$190K - $205K
|
29.2K
$2.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.03K- 23.49% |
$192K - $206K
|
6.62K
$611K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.04KClosed |
$192K - $207K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.04KClosed |
$192K - $207K
|
0
$0
|