Purchases and Sales Made in Q2 2023 in Ishares Tr (MBB)

MBB Quotes by TradingView

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 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
73.2K
+ 46.37%
$6.77M - $7.01M
231K $21.3M
Aug 14, 2023 Q2 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
71.3K
+ 200.91%
$6.6M - $6.83M
107K $9.87M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
66.8K
+ 2.74%
$6.18M - $6.4M
2.51M $232M
Jul 28, 2023 Q2 2023
Money Design Co.,Ltd.

BUY
 -
66.1K
+ 8.13%
$6.12M - $6.33M
879K $81.2M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
65.3K
New
$6.04M - $6.25M
65.3K $6.03M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
65.1K
+ 6.67%
$6.02M - $6.23M
1.04M $96.1M
Aug 11, 2023 Q2 2023
Global Endowment Management, LP

Charlotte, NC
BUY
 -
64.1K
New
$5.93M - $6.14M
64.1K $5.92M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
63.2K
+ 26.06%
$5.85M - $6.06M
306K $28.3M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
62.5K
+ 6.86%
$5.78M - $5.98M
974K $90M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
61.6K
+ 5.03%
$5.7M - $5.9M
1.29M $119M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
58.8K
+ 3.34%
$5.45M - $5.63M
1.82M $168M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
57.7K
+ 41.02%
$5.34M - $5.52M
198K $18.3M
Jul 17, 2023 Q2 2023
Kcs Wealth Advisory

BUY
 -
55.7K
New
$5.16M - $5.34M
55.7K $5.15M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

BUY
 -
51.3K
New
$4.74M - $4.91M
51.3K $4.73M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
48.9K
+ 38.17%
$4.53M - $4.68M
177K $16.4M
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
46.1K
+ 157.01%
$4.27M - $4.42M
75.5K $6.98M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
45.3K
New
$4.19M - $4.34M
45.3K $4.18M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
42.1K
+ 24.2%
$3.89M - $4.03M
216K $19.9M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
41.3K
New
$3.82M - $3.95M
41.3K $3.81M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
37.7K
+ 75.68%
$3.49M - $3.61M
87.5K $8.08M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
36.1K
+ 918.2%
$3.34M - $3.45M
40K $3.69M
Aug 14, 2023 Q2 2023
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
35K
New
$3.24M - $3.35M
35K $3.23M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.5K
New
$3.1M - $3.2M
33.5K $3.09M
Jul 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
31.5K
+ 7.28%
$2.92M - $3.02M
465K $42.9M
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
30.4K
+ 21.62%
$2.81M - $2.91M
171K $15.8M
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
30.2K
New
$2.79M - $2.89M
30.2K $2.79M
Jul 12, 2023 Q2 2023
Community Trust & Investment CO

BUY
 -
30K
+ 17.42%
$2.78M - $2.87M
202K $18.7M
Jul 24, 2023 Q2 2023
Legacy Financial Group LLC

BUY
 -
27.3K
+ 79.31%
$2.53M - $2.62M
61.8K $5.71M
Aug 14, 2023 Q2 2023
Simplify Asset Management Inc.

New York, NY
BUY
 -
27.3K
+ 417.95%
$2.53M - $2.61M
33.8K $3.12M
Aug 14, 2023 Q2 2023
Tcw Group Inc

BUY
 -
27K
+ 26.73%
$2.5M - $2.59M
128K $11.8M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
26.4K
+ 7.74%
$2.44M - $2.53M
367K $33.9M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
25.9K
+ 45.14%
$2.39M - $2.48M
83.2K $7.68M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
25.7K
+ 14.17%
$2.38M - $2.46M
207K $19.2M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
25.5K
+ 12.5%
$2.36M - $2.44M
230K $21.2M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
25.2K
+ 19.18%
$2.33M - $2.41M
157K $14.5M
Aug 02, 2023 Q2 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
23.8K
+ 93.08%
$2.2M - $2.28M
49.3K $4.56M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
23.5K
+ 169.01%
$2.17M - $2.25M
37.4K $3.45M
Aug 14, 2023 Q2 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
23.4K
New
$2.16M - $2.24M
23.4K $2.16M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
23.1K
+ 162.73%
$2.14M - $2.21M
37.3K $3.45M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
22.7K
+ 27.27%
$2.1M - $2.17M
106K $9.79M
Aug 08, 2023 Q2 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
22K
New
$2.03M - $2.1M
22K $2.03M
Aug 15, 2023 Q2 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
21.3K
+ 78.3%
$1.97M - $2.04M
48.5K $4.48M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
19.5K
+ 15.39%
$1.8M - $1.86M
146K $13.5M
Aug 10, 2023 Q2 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
18.7K
+ 10.27%
$1.73M - $1.79M
201K $18.5M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
18.1K
+ 1.27%
$1.67M - $1.73M
1.45M $133M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
17.9K
New
$1.66M - $1.72M
17.9K $1.66M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
17.9K
+ 9.92%
$1.65M - $1.71M
198K $18.3M
Aug 14, 2023 Q2 2023
Retirement Capital Strategies

BUY
 -
17.6K
New
$1.63M - $1.68M
17.6K $1.62M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
17.3K
+ 15.53%
$1.6M - $1.66M
129K $11.9M

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