Purchases and Sales Made in Q2 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 2023. 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 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-240- 0.39% |
$22.2K - $23K
|
61.7K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-250- 12.76% |
$23.1K - $23.9K
|
1.71K
$158K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-265- 10.6% |
$24.5K - $25.4K
|
2.24K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-265- 10.6% |
$24.5K - $25.4K
|
2.24K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-275- 7.35% |
$25.4K - $26.3K
|
3.47K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-276- 3.19% |
$25.5K - $26.4K
|
8.36K
$773K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-291- 3.79% |
$26.9K - $27.9K
|
7.39K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-292- 52.9% |
$27K - $28K
|
260
$24K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-296- 1.15% |
$27.4K - $28.3K
|
25.5K
$2.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-305- 43.82% |
$28.2K - $29.2K
|
391
$36.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-308- 2.42% |
$28.5K - $29.5K
|
12.4K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-309- 2.67% |
$28.6K - $29.6K
|
11.3K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-331- 2.77% |
$30.6K - $31.7K
|
11.6K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-347- 1.25% |
$32.1K - $33.2K
|
27.4K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-354- 1.29% |
$32.8K - $33.9K
|
27.1K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-358- 9.76% |
$33.1K - $34.3K
|
3.31K
$306K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-361- 4.1% |
$33.4K - $34.6K
|
8.44K
$779K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-381- 45.25% |
$35.3K - $36.5K
|
461
$42.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-381- 10.58% |
$35.3K - $36.5K
|
3.22K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-410- 84.19% |
$37.9K - $39.3K
|
77
$7.11K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-413- 5.33% |
$38.2K - $39.5K
|
7.33K
$677K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-415- 3.85% |
$38.4K - $39.7K
|
10.4K
$956K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-444- 13.04% |
$41.1K - $42.5K
|
2.96K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-454- 16.99% |
$42K - $43.5K
|
2.22K
$205K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-461- 4.75% |
$42.7K - $44.1K
|
9.25K
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-478- 16.81% |
$44.2K - $45.8K
|
2.37K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-478- 6.4% |
$44.2K - $45.8K
|
7K
$646K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-479- 0.32% |
$44.3K - $45.9K
|
147K
$13.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-484- 12.28% |
$44.8K - $46.3K
|
3.46K
$319K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-499- 38.27% |
$46.2K - $47.8K
|
805
$74.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-500- 0.23% |
$46.3K - $47.9K
|
215K
$19.9M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-500- 15.06% |
$46.3K - $47.9K
|
2.82K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-509- 4.13% |
$47.1K - $48.7K
|
11.8K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-534- 8.07% |
$49.4K - $51.1K
|
6.09K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-548- 1.1% |
$50.7K - $52.5K
|
49.2K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-553- 2.85% |
$51.2K - $52.9K
|
18.8K
$1.74M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-578- 0.46% |
$53.5K - $55.3K
|
126K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-588- 12.87% |
$54.4K - $56.3K
|
3.98K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-588- 14.24% |
$54.4K - $56.3K
|
3.54K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-598- 2.15% |
$55.3K - $57.3K
|
27.2K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-610- 6.4% |
$56.4K - $58.4K
|
8.92K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-642- 0.69% |
$59.4K - $61.5K
|
92K
$8.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-644- 7.24% |
$59.6K - $61.7K
|
8.25K
$762K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-695- 9.56% |
$64.3K - $66.5K
|
6.57K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-700- 5.78% |
$64.8K - $67K
|
11.4K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-709- 0.66% |
$65.6K - $67.9K
|
107K
$9.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-750- 1.46% |
$69.4K - $71.8K
|
50.7K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-769- 81.81% |
$71.2K - $73.6K
|
171
$15.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-776- 5.38% |
$71.8K - $74.3K
|
13.6K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-871- 2.34% |
$80.6K - $83.4K
|
36.3K
$3.36M
|