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
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
514+ 7.51% |
$48.5K - $52.2K
|
7.36K
$680K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
508+ 6.9% |
$48K - $51.5K
|
7.87K
$727K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
487+ 8.21% |
$46K - $49.4K
|
6.42K
$593K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
483+ 1.45% |
$45.6K - $49K
|
33.7K
$3.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
478+ 5.84% |
$45.1K - $48.5K
|
8.66K
$800K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
474+ 23.34% |
$44.7K - $48.1K
|
2.51K
$231K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
450New |
$42.5K - $45.7K
|
450
$41.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
437+ 1.53% |
$41.3K - $44.3K
|
28.9K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
409New |
$38.6K - $41.5K
|
409
$37.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
390+ 1.89% |
$36.8K - $39.6K
|
21K
$1.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
390+ 16.44% |
$36.8K - $39.6K
|
2.76K
$255K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
373+ 9.6% |
$35.2K - $37.8K
|
4.26K
$393K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
368+ 9.21% |
$34.7K - $37.3K
|
4.36K
$403K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
357+ 575.81% |
$33.7K - $36.2K
|
419
$38.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
328+ 41.26% |
$31K - $33.3K
|
1.12K
$104K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
327New |
$30.9K - $33.2K
|
327
$30.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323+ 10.22% |
$30.5K - $32.8K
|
3.48K
$322K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
317+ 5.66% |
$29.9K - $32.2K
|
5.92K
$547K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
290New |
$27.4K - $29.4K
|
290
$26.8K
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
286+ 7.03% |
$27K - $29K
|
4.36K
$402K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
268+ 32.8% |
$25.3K - $27.2K
|
1.09K
$100K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
266+ 0.98% |
$25.1K - $27K
|
27.4K
$2.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
260+ 0.68% |
$24.5K - $26.4K
|
38.7K
$3.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
255+ 5.24% |
$24.1K - $25.9K
|
5.12K
$473K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
244New |
$23K - $24.8K
|
244
$22.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
233New |
$22K - $23.6K
|
233
$21.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
225New |
$21.2K - $22.8K
|
225
$20.8K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
222+ 0.14% |
$21K - $22.5K
|
157K
$14.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
221+ 23.66% |
$20.9K - $22.4K
|
1.16K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
215New |
$20.3K - $21.8K
|
215
$19.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
194New |
$18.3K - $19.7K
|
194
$17.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
190+ 0.85% |
$17.9K - $19.3K
|
22.4K
$2.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
171+ 2.13% |
$16.1K - $17.3K
|
8.21K
$758K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
166+ 5.14% |
$15.7K - $16.8K
|
3.4K
$314K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
162New |
$15.3K - $16.4K
|
162
$15K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
156+ 318.37% |
$14.7K - $15.8K
|
205
$18.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
151+ 3.47% |
$14.3K - $15.3K
|
4.5K
$416K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
148+ 22.46% |
$14K - $15K
|
807
$74.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
144+ 33.33% |
$13.6K - $14.6K
|
576
$53.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
141+ 13.78% |
$13.3K - $14.3K
|
1.16K
$108K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
135+ 2.45% |
$12.7K - $13.7K
|
5.65K
$522K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
134New |
$12.6K - $13.6K
|
134
$12.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
131+ 2.75% |
$12.4K - $13.3K
|
4.89K
$452K
|
|
|
Jul 22, 2022
Q2 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
120+ 2.37% |
$11.3K - $12.2K
|
5.19K
$480K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
116+ 0.72% |
$11K - $11.8K
|
16.2K
$1.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
110+ 1.34% |
$10.4K - $11.2K
|
8.33K
$770K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
103New |
$9.72K - $10.5K
|
103
$9.51K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 68.49% |
$9.44K - $10.1K
|
246
$22.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98+ 0.77% |
$9.25K - $9.94K
|
12.8K
$1.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97+ 2425.0% |
$9.16K - $9.84K
|
101
$9.33K
|