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 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-469- 2.7% |
$44.3K - $47.6K
|
16.9K
$1.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-476- 1.91% |
$44.9K - $48.3K
|
24.4K
$2.26M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-478- 54.57% |
$45.1K - $48.5K
|
398
$36.8K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-485- 2.57% |
$45.8K - $49.2K
|
18.4K
$1.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-495- 3.97% |
$46.7K - $50.2K
|
12K
$1.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-503- 5.04% |
$47.5K - $51K
|
9.47K
$875K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-503- 16.15% |
$47.5K - $51K
|
2.61K
$241K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-505- 5.1% |
$47.7K - $51.2K
|
9.39K
$868K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-531- 7.56% |
$50.1K - $53.9K
|
6.5K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-541- 3.16% |
$51.1K - $54.9K
|
16.6K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-548- 2.29% |
$51.7K - $55.6K
|
23.4K
$2.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-559Closed |
$52.8K - $56.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-565- 17.58% |
$53.3K - $57.3K
|
2.65K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-579- 10.07% |
$54.7K - $58.7K
|
5.17K
$478K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-597- 8.68% |
$56.4K - $60.6K
|
6.28K
$580K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-608- 1.08% |
$57.4K - $61.7K
|
55.8K
$5.15M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-625- 26.23% |
$59K - $63.4K
|
1.76K
$162K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-625Closed |
$59K - $63.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-637- 2.42% |
$60.1K - $64.6K
|
25.7K
$2.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-659Closed |
$62.2K - $66.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-667- 0.69% |
$63K - $67.7K
|
95.6K
$8.83M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-667- 4.25% |
$63K - $67.7K
|
15K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-679Closed |
$64.1K - $68.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-686- 0.7% |
$64.8K - $69.6K
|
97.8K
$9.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-690- 16.89% |
$65.1K - $70K
|
3.4K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-691- 3.12% |
$65.2K - $70.1K
|
21.5K
$1.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-700- 7.47% |
$66.1K - $71K
|
8.67K
$800K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-719- 22.04% |
$67.9K - $72.9K
|
2.54K
$235K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-762- 28.98% |
$71.9K - $77.3K
|
1.87K
$172K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-770- 17.26% |
$72.7K - $78.1K
|
3.69K
$341K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-781- 11.38% |
$73.7K - $79.2K
|
6.08K
$562K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-800- 1.94% |
$75.5K - $81.2K
|
40.4K
$3.73M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-843- 0.51% |
$79.6K - $85.5K
|
165K
$15.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-855- 27.01% |
$80.7K - $86.7K
|
2.31K
$213K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-861- 85.08% |
$81.3K - $87.4K
|
151
$13.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-876- 27.97% |
$82.7K - $88.9K
|
2.26K
$208K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-877- 29.93% |
$82.8K - $89K
|
2.05K
$190K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-887- 26.17% |
$83.7K - $90K
|
2.5K
$231K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-925- 6.48% |
$87.3K - $93.9K
|
13.3K
$1.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-929- 39.8% |
$87.7K - $94.3K
|
1.41K
$130K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-943- 2.16% |
$89K - $95.7K
|
42.7K
$3.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-949- 2.65% |
$89.6K - $96.3K
|
34.8K
$3.21M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-972- 5.02% |
$91.8K - $98.6K
|
18.4K
$1.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-987- 27.96% |
$93.2K - $100K
|
2.54K
$235K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-997- 18.79% |
$94.1K - $101K
|
4.31K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-999- 14.78% |
$94.3K - $101K
|
5.76K
$532K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1K- 20.72% |
$94.6K - $102K
|
3.84K
$354K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.02K- 9.21% |
$96.4K - $104K
|
10.1K
$930K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.05K- 8.04% |
$99.2K - $107K
|
12K
$1.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.05K- 14.44% |
$99.4K - $107K
|
6.24K
$576K
|