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 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.81K- 34.63% |
$360K - $387K
|
7.19K
$664K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.86K- 12.51% |
$365K - $392K
|
27K
$2.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.87K- 5.48% |
$365K - $392K
|
66.7K
$6.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.92KClosed |
$370K - $398K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.95K- 26.89% |
$373K - $401K
|
10.7K
$992K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-4.07K- 3.8% |
$384K - $413K
|
103K
$9.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.08K- 30.71% |
$385K - $414K
|
9.21K
$851K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.1K- 22.86% |
$387K - $416K
|
13.8K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.24K- 75.42% |
$400K - $430K
|
1.38K
$127K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.25KClosed |
$401K - $431K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.37KClosed |
$413K - $444K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4.38K- 6.13% |
$413K - $444K
|
67.1K
$6.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.44K- 12.68% |
$419K - $451K
|
30.6K
$2.83M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.53K- 36.07% |
$428K - $460K
|
8.03K
$742K
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-4.62K- 11.43% |
$436K - $468K
|
35.8K
$3.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.62KClosed |
$436K - $469K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.68K- 46.01% |
$442K - $475K
|
5.49K
$507K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-4.81K- 44.23% |
$454K - $488K
|
6.07K
$560K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.82K- 31.21% |
$455K - $489K
|
10.6K
$982K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.96KClosed |
$469K - $504K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5K- 4.07% |
$472K - $507K
|
118K
$10.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.05K- 2.57% |
$477K - $512K
|
191K
$17.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.07K- 5.04% |
$479K - $515K
|
95.5K
$8.82M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-5.17K- 6.99% |
$488K - $525K
|
68.8K
$6.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-5.18K- 3.16% |
$489K - $526K
|
159K
$14.7M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.41K- 56.84% |
$510K - $548K
|
4.11K
$379K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-5.59KClosed |
$528K - $567K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.68KClosed |
$536K - $576K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5.69K- 5.76% |
$537K - $577K
|
93.1K
$8.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.75K- 10.66% |
$543K - $583K
|
48.2K
$4.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.82K- 23.14% |
$550K - $591K
|
19.3K
$1.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.97K- 12.66% |
$563K - $605K
|
41.1K
$3.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.01K- 86.56% |
$568K - $610K
|
934
$86.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.03K- 5.9% |
$569K - $612K
|
96.2K
$8.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.26K- 12.74% |
$590K - $635K
|
42.9K
$3.96M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.32K- 26.91% |
$597K - $641K
|
17.2K
$1.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.33K- 3.13% |
$597K - $642K
|
196K
$18.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.46K- 7.16% |
$610K - $655K
|
83.8K
$7.74M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.51K- 73.54% |
$614K - $660K
|
2.34K
$216K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-6.74KClosed |
$637K - $684K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.75K- 12.59% |
$637K - $685K
|
46.8K
$4.33M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.78KClosed |
$640K - $688K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.03K- 3.04% |
$664K - $713K
|
225K
$20.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.31K- 14.86% |
$690K - $741K
|
41.9K
$3.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.36K- 33.58% |
$695K - $747K
|
14.6K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.47K- 61.33% |
$705K - $758K
|
4.71K
$435K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.6K- 69.36% |
$718K - $771K
|
3.36K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.62K- 53.82% |
$720K - $774K
|
6.54K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-8.05KClosed |
$760K - $816K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.1K- 17.01% |
$765K - $822K
|
39.5K
$3.65M
|