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 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.02% |
$189 - $203
|
9.14K
$844K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 40.0% |
$378 - $406
|
6
$554
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$472 - $507
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-5Closed |
$472 - $507
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 0.56% |
$472 - $507
|
895
$82.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-8- 3.49% |
$755 - $812
|
221
$20.4K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-13- 86.67% |
$1.23K - $1.32K
|
2
$185
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-14- 0.3% |
$1.32K - $1.42K
|
4.58K
$423K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-15- 17.65% |
$1.42K - $1.52K
|
70
$6.47K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-23Closed |
$2.17K - $2.33K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24Closed |
$2.27K - $2.44K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26Closed |
$2.45K - $2.64K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-28Closed |
$2.64K - $2.84K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-30- 0.41% |
$2.83K - $3.04K
|
7.3K
$675K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-34- 41.46% |
$3.21K - $3.45K
|
48
$4.43K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 11.08% |
$3.3K - $3.55K
|
281
$26K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-39Closed |
$3.68K - $3.96K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
SELL
|
- |
-40- 0.6% |
$3.78K - $4.06K
|
6.65K
$614K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-44- 8.37% |
$4.15K - $4.46K
|
482
$44.5K
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-45- 1.11% |
$4.25K - $4.57K
|
4.01K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46Closed |
$4.34K - $4.67K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-54- 73.97% |
$5.1K - $5.48K
|
19
$1.76K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-55- 2.36% |
$5.19K - $5.58K
|
2.27K
$210K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-55- 52.38% |
$5.19K - $5.58K
|
50
$4.62K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-62Closed |
$5.85K - $6.29K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 11.2% |
$6.51K - $7K
|
547
$50.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-71- 1.72% |
$6.7K - $7.2K
|
4.06K
$375K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-72- 0.66% |
$6.8K - $7.31K
|
10.8K
$997K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-72- 0.3% |
$6.8K - $7.31K
|
24K
$2.22M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-76Closed |
$7.17K - $7.71K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-82- 0.69% |
$7.74K - $8.32K
|
11.8K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-86Closed |
$8.12K - $8.73K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-89- 1.04% |
$8.4K - $9.03K
|
8.43K
$778K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-95- 1.95% |
$8.97K - $9.64K
|
4.79K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-99Closed |
$9.35K - $10K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-100- 0.55% |
$9.44K - $10.1K
|
18.1K
$1.67M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-103- 4.41% |
$9.72K - $10.5K
|
2.23K
$206K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-118- 0.78% |
$11.1K - $12K
|
15K
$1.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-118- 0.22% |
$11.1K - $12K
|
53.3K
$4.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-118- 0.78% |
$11.1K - $12K
|
15K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-124- 3.78% |
$11.7K - $12.6K
|
3.16K
$292K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-125- 46.99% |
$11.8K - $12.7K
|
141
$13K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-130- 2.48% |
$12.3K - $13.2K
|
5.1K
$471K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-132- 79.52% |
$12.5K - $13.4K
|
34
$3.14K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-133- 3.49% |
$12.6K - $13.5K
|
3.68K
$340K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-134- 2.16% |
$12.6K - $13.6K
|
6.07K
$561K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-143- 1.31% |
$13.5K - $14.5K
|
10.8K
$995K
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 4.91% |
$14.2K - $15.2K
|
2.9K
$268K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-151- 6.24% |
$14.3K - $15.3K
|
2.27K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-152Closed |
$14.3K - $15.4K
|
0
$0
|