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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.53K- 9.33% |
$234K - $243K
|
24.6K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.56K- 9.85% |
$237K - $245K
|
23.4K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 17.03% |
$239K - $247K
|
12.6K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.64K- 60.11% |
$244K - $253K
|
1.75K
$162K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-2.68K- 47.03% |
$248K - $256K
|
3.02K
$278K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-2.85K- 16.51% |
$264K - $273K
|
14.4K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.92K- 2.9% |
$270K - $279K
|
97.6K
$9.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-3.03K- 2.69% |
$281K - $290K
|
110K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.13K- 3.91% |
$290K - $300K
|
77K
$7.11M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.14K- 6.97% |
$290K - $300K
|
41.9K
$3.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.15K- 0.52% |
$291K - $301K
|
600K
$55.5M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.26K- 9.2% |
$302K - $312K
|
32.2K
$2.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.37K- 22.28% |
$312K - $323K
|
11.8K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.48K- 53.48% |
$322K - $333K
|
3.02K
$279K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.57K- 14.63% |
$331K - $342K
|
20.9K
$1.93M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.69K- 11.55% |
$341K - $353K
|
28.3K
$2.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.83K- 27.76% |
$354K - $367K
|
9.96K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.91K- 18.55% |
$362K - $374K
|
17.2K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.07K- 32.61% |
$377K - $390K
|
8.41K
$777K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.14K- 8.52% |
$383K - $396K
|
44.5K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.18K- 23.9% |
$386K - $400K
|
13.3K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.25K- 6.32% |
$393K - $407K
|
63K
$5.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 8.75% |
$424K - $439K
|
47.8K
$4.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.82K- 1.03% |
$446K - $462K
|
463K
$42.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5K- 9.99% |
$462K - $478K
|
45K
$4.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-5.04K- 14.74% |
$466K - $482K
|
29.1K
$2.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-5.11K- 65.88% |
$473K - $489K
|
2.65K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 9.17% |
$498K - $516K
|
53.3K
$4.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.52K- 83.28% |
$511K - $529K
|
1.11K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.59K- 9.88% |
$517K - $535K
|
50.9K
$4.71M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-5.67K- 6.13% |
$525K - $543K
|
86.8K
$8.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.8K- 12.77% |
$537K - $555K
|
39.6K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.11K- 0.62% |
$565K - $585K
|
972K
$89.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.25K- 11.44% |
$579K - $599K
|
48.4K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.25K- 11.44% |
$579K - $599K
|
48.4K
$4.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.44K- 28.67% |
$596K - $617K
|
16K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.72K- 6.36% |
$622K - $643K
|
98.9K
$9.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.87K- 62.96% |
$636K - $658K
|
4.04K
$373K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.92K- 25.18% |
$640K - $662K
|
20.6K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.01K- 5.02% |
$649K - $671K
|
132K
$12.2M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.19K- 14.5% |
$666K - $689K
|
42.4K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.26K- 22.67% |
$672K - $695K
|
24.8K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-9.04K- 29.59% |
$837K - $866K
|
21.5K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.17K- 69.01% |
$849K - $878K
|
4.12K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.48K- 1.96% |
$877K - $907K
|
475K
$43.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.5K- 8.92% |
$879K - $910K
|
97K
$8.96M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.66K- 61.06% |
$894K - $925K
|
6.16K
$569K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9.67K- 20.39% |
$895K - $926K
|
37.7K
$3.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-10.2K- 59.91% |
$947K - $980K
|
6.85K
$633K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 34.67% |
$970K - $1M
|
19.8K
$1.83M
|