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 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.91K+ 86.52% |
$269K - $278K
|
6.27K
$587K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.9K+ 1.39% |
$268K - $278K
|
212K
$19.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.89KNew |
$267K - $277K
|
2.89K
$271K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.86K+ 2.85% |
$265K - $274K
|
103K
$9.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.86K+ 62.72% |
$265K - $274K
|
7.42K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 12.68% |
$263K - $272K
|
25.2K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.8KNew |
$259K - $268K
|
2.8K
$263K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.79K+ 7.4% |
$258K - $267K
|
40.5K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.72K+ 1.76% |
$251K - $260K
|
157K
$14.7M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.7KNew |
$250K - $259K
|
2.7K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.69KNew |
$248K - $257K
|
2.69K
$252K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.68K+ 2367.26% |
$248K - $256K
|
2.79K
$261K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.63KNew |
$243K - $251K
|
2.63K
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.61K+ 6.8% |
$242K - $250K
|
41K
$3.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.59K+ 6.19% |
$240K - $248K
|
44.4K
$4.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.59K+ 7.33% |
$239K - $248K
|
37.9K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 0.95% |
$239K - $247K
|
276K
$25.8M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
2.56K+ 2.45% |
$237K - $245K
|
107K
$10M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.48KNew |
$230K - $238K
|
2.48K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.46K+ 86.09% |
$227K - $235K
|
5.31K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.46K+ 6.79% |
$227K - $235K
|
38.7K
$3.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.45KNew |
$227K - $235K
|
2.45K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.44KNew |
$226K - $234K
|
2.44K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.44K+ 2.83% |
$226K - $233K
|
88.7K
$8.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.44KNew |
$225K - $233K
|
2.44K
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.36K+ 2.17% |
$218K - $225K
|
111K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2.31K+ 0.63% |
$214K - $221K
|
367K
$34.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.3KNew |
$213K - $220K
|
2.3K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.29K+ 2.42% |
$212K - $219K
|
96.8K
$9.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.27K+ 24.57% |
$210K - $217K
|
11.5K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$203K - $210K
|
2.19K
$205K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
2.18K+ 2.71% |
$202K - $209K
|
82.5K
$7.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
2.17KNew |
$201K - $207K
|
2.17K
$203K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.15K+ 20.79% |
$199K - $206K
|
12.5K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.13K+ 15.15% |
$197K - $204K
|
16.2K
$1.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
2.12K+ 16.23% |
$196K - $203K
|
15.2K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.09K+ 8.08% |
$193K - $200K
|
27.9K
$2.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.06K+ 17.1% |
$191K - $197K
|
14.1K
$1.32M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.02K+ 53.36% |
$186K - $193K
|
5.79K
$542K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.98K+ 1.22% |
$184K - $190K
|
164K
$15.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.96K+ 45.12% |
$181K - $188K
|
6.3K
$590K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.91K+ 0.84% |
$177K - $183K
|
229K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.84K+ 3.81% |
$170K - $176K
|
50.1K
$4.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.7K+ 0.89% |
$157K - $162K
|
193K
$18.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.7K+ 27.9% |
$157K - $162K
|
7.77K
$728K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.68K+ 1.85% |
$156K - $161K
|
92.6K
$8.68M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 1.85% |
$156K - $161K
|
92.6K
$8.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 2.15% |
$155K - $160K
|
79.6K
$7.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
1.65K+ 23.54% |
$153K - $158K
|
8.65K
$810K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.59K+ 7.75% |
$147K - $152K
|
22.1K
$2.07M
|