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 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.13K+ 24.94% |
$475K - $491K
|
25.7K
$2.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
5.13K+ 1.86% |
$474K - $491K
|
281K
$25.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.12K+ 9.51% |
$474K - $491K
|
59K
$5.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.07K+ 16.95% |
$469K - $485K
|
35K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.04K+ 36.92% |
$466K - $482K
|
18.7K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.99K+ 8.92% |
$462K - $478K
|
61K
$5.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.92K+ 20.1% |
$455K - $471K
|
29.4K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
4.87KNew |
$450K - $466K
|
4.87K
$450K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
4.82KNew |
$446K - $461K
|
4.82K
$445K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.58K+ 35.54% |
$424K - $438K
|
17.5K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.55K+ 39.47% |
$421K - $436K
|
16.1K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.5K+ 24.37% |
$416K - $431K
|
23K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.48KNew |
$414K - $428K
|
4.48K
$413K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.38K+ 0.74% |
$405K - $419K
|
597K
$55.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36K+ 20.86% |
$403K - $417K
|
25.3K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.22KNew |
$391K - $404K
|
4.22K
$390K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.15K+ 9.01% |
$384K - $398K
|
50.2K
$4.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.15KNew |
$384K - $397K
|
4.15K
$383K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.1K+ 32.38% |
$379K - $392K
|
16.8K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.08K+ 14.85% |
$377K - $390K
|
31.5K
$2.91M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.02K+ 27.57% |
$372K - $385K
|
18.6K
$1.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.98K+ 23.99% |
$368K - $381K
|
20.6K
$1.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.92K+ 4.16% |
$363K - $375K
|
98.1K
$9.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.91K+ 0.7% |
$361K - $374K
|
559K
$51.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.87K+ 4.78% |
$358K - $370K
|
84.7K
$7.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.86K+ 13.25% |
$357K - $370K
|
33K
$3.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
3.82K+ 3.01% |
$354K - $366K
|
131K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.77KNew |
$349K - $361K
|
3.77K
$348K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.77K+ 4.9% |
$349K - $361K
|
80.7K
$7.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.66K+ 87.07% |
$338K - $350K
|
7.86K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.65K+ 12.65% |
$338K - $350K
|
32.5K
$3M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.63K+ 10.72% |
$336K - $348K
|
37.5K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.62K+ 1.11% |
$335K - $347K
|
329K
$30.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$330K - $341K
|
3.56K
$329K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.46K+ 13.26% |
$320K - $331K
|
29.6K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.34KNew |
$309K - $319K
|
3.34K
$308K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.25KNew |
$301K - $311K
|
3.25K
$300K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.24K+ 10.02% |
$300K - $310K
|
35.6K
$3.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.17K+ 23.67% |
$293K - $303K
|
16.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.16K+ 2.9% |
$292K - $303K
|
112K
$10.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 4.56% |
$287K - $297K
|
71.1K
$6.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.08K+ 216.23% |
$285K - $295K
|
4.5K
$416K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.06KNew |
$283K - $293K
|
3.06K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01K+ 86.88% |
$278K - $288K
|
6.47K
$597K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.01K+ 86.88% |
$278K - $288K
|
6.47K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98KNew |
$275K - $285K
|
2.98K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.96KNew |
$274K - $283K
|
2.96K
$273K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.91K+ 86.52% |
$269K - $278K
|
6.27K
$579K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.9K+ 1.39% |
$268K - $278K
|
212K
$19.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.89KNew |
$267K - $277K
|
2.89K
$267K
|