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 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.43KNew |
$872K - $902K
|
9.43K
$871K
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
9.42KNew |
$871K - $902K
|
9.42K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.37K+ 280.9% |
$867K - $897K
|
12.7K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.04K+ 2.14% |
$837K - $866K
|
432K
$39.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.97K+ 0.28% |
$830K - $859K
|
3.2M
$296M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.87K+ 11.45% |
$821K - $849K
|
86.3K
$7.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.84K+ 3.76% |
$818K - $847K
|
244K
$22.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.81K+ 3.38% |
$815K - $843K
|
269K
$24.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.8K+ 3.46% |
$814K - $843K
|
263K
$24.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
8.78K+ 14.9% |
$812K - $840K
|
67.7K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.78KNew |
$812K - $840K
|
8.78K
$811K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.77K+ 4.69% |
$811K - $839K
|
196K
$18.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.71K+ 9.48% |
$806K - $834K
|
101K
$9.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.7KNew |
$805K - $833K
|
8.7K
$804K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.42K+ 6.36% |
$779K - $806K
|
141K
$13M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
8.38K+ 102.03% |
$776K - $803K
|
16.6K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.16KNew |
$755K - $781K
|
8.16K
$753K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.13K+ 32.26% |
$752K - $778K
|
33.3K
$3.08M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.11K+ 161.83% |
$750K - $776K
|
13.1K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.8K+ 20.55% |
$722K - $747K
|
45.8K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.68K+ 204.5% |
$710K - $735K
|
11.4K
$1.06M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
7.38KNew |
$682K - $706K
|
7.38K
$681K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
7.19K+ 9.0% |
$665K - $688K
|
87K
$8.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
7.1KNew |
$657K - $680K
|
7.1K
$656K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.09KNew |
$656K - $679K
|
7.09K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.02KNew |
$650K - $672K
|
7.02K
$649K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6.95K+ 23.41% |
$643K - $666K
|
36.6K
$3.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.79K+ 25.43% |
$628K - $650K
|
33.5K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.73K+ 21.2% |
$623K - $644K
|
38.5K
$3.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.53K+ 119.1% |
$604K - $625K
|
12K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.43K+ 4.89% |
$595K - $616K
|
138K
$12.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
6.37K+ 346.79% |
$590K - $610K
|
8.21K
$759K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.32K+ 3.31% |
$585K - $605K
|
197K
$18.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
6.31K+ 1.62% |
$584K - $605K
|
396K
$36.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.28K+ 20.61% |
$581K - $601K
|
36.8K
$3.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.2KNew |
$573K - $593K
|
6.2K
$572K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.19K+ 2.41% |
$573K - $593K
|
263K
$24.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.12K+ 6.32% |
$566K - $586K
|
103K
$9.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.98K+ 1.01% |
$553K - $572K
|
599K
$55.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.89K+ 46.93% |
$545K - $564K
|
18.4K
$1.7M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
5.69KNew |
$526K - $545K
|
5.69K
$525K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.61K+ 98.28% |
$519K - $537K
|
11.3K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.51K+ 25.57% |
$510K - $528K
|
27.1K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.4K+ 3.48% |
$500K - $517K
|
161K
$14.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.37K+ 4.57% |
$496K - $514K
|
123K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.28K+ 4.94% |
$489K - $506K
|
112K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.27KNew |
$487K - $504K
|
5.27K
$486K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.2K+ 12.68% |
$481K - $498K
|
46.2K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.17K+ 63.99% |
$479K - $495K
|
13.3K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.13K+ 9.74% |
$475K - $492K
|
57.8K
$5.34M
|