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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5K+ 50.66% |
$139K - $144K
|
4.46K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.46K+ 18.91% |
$135K - $140K
|
9.19K
$849K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.45K+ 79.99% |
$134K - $139K
|
3.27K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.44K+ 12.97% |
$133K - $138K
|
12.5K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.43KNew |
$132K - $137K
|
1.43K
$132K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 28.02% |
$130K - $134K
|
6.4K
$591K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.4K+ 22.34% |
$130K - $134K
|
7.67K
$708K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
1.39K+ 6.36% |
$129K - $133K
|
23.3K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 5.26% |
$128K - $133K
|
27.7K
$2.56M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.31K+ 2.53% |
$121K - $125K
|
52.9K
$4.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.26K+ 1411.24% |
$116K - $120K
|
1.35K
$124K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.24K+ 34.28% |
$115K - $119K
|
4.86K
$449K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 5.83% |
$107K - $110K
|
20.9K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.15K+ 2.74% |
$106K - $110K
|
43.2K
$3.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.15K+ 2.21% |
$106K - $110K
|
53.1K
$4.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13K+ 11.6% |
$105K - $109K
|
10.9K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.1K+ 4.16% |
$102K - $105K
|
27.5K
$2.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.09K+ 1.63% |
$101K - $105K
|
68.1K
$6.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.09K+ 4.6% |
$101K - $104K
|
24.7K
$2.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 16.15% |
$100K - $104K
|
7.8K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 28.57% |
$92.5K - $95.7K
|
4.5K
$416K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
988+ 14.9% |
$91.4K - $94.6K
|
7.62K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
987+ 0.82% |
$91.3K - $94.5K
|
121K
$11.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
970+ 21.47% |
$89.8K - $92.9K
|
5.49K
$507K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
965+ 21.73% |
$89.3K - $92.4K
|
5.41K
$499K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
930+ 8.42% |
$86.1K - $89K
|
12K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
912+ 9.05% |
$84.4K - $87.3K
|
11K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
904New |
$83.7K - $86.5K
|
904
$83.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
886+ 10.25% |
$82K - $84.8K
|
9.53K
$881K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
877+ 12.58% |
$81.2K - $84K
|
7.85K
$725K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
875+ 4.94% |
$81K - $83.8K
|
18.6K
$1.72M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
865+ 1.39% |
$80K - $82.8K
|
63.2K
$5.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
852+ 5.19% |
$78.8K - $81.6K
|
17.3K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
838+ 2.9% |
$77.5K - $80.2K
|
29.7K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
834+ 10.79% |
$77.2K - $79.8K
|
8.56K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
824+ 7.1% |
$76.3K - $78.9K
|
12.4K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
823+ 0.97% |
$76.2K - $78.8K
|
85.5K
$7.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
810+ 10.5% |
$75K - $77.5K
|
8.53K
$787K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
803+ 15.73% |
$74.3K - $76.9K
|
5.91K
$546K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
785+ 13.19% |
$72.6K - $75.2K
|
6.74K
$622K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
782+ 12.96% |
$72.4K - $74.9K
|
6.82K
$630K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
773+ 30.16% |
$71.5K - $74K
|
3.34K
$308K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
759+ 1.83% |
$70.2K - $72.7K
|
42.3K
$3.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
736+ 4.11% |
$68.1K - $70.5K
|
18.6K
$1.72M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
733+ 832.95% |
$67.8K - $70.2K
|
821
$75.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
726+ 20.27% |
$67.2K - $69.5K
|
4.31K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
723+ 6.67% |
$66.9K - $69.2K
|
11.6K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
707New |
$65.4K - $67.7K
|
707
$65.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
707+ 1.94% |
$65.4K - $67.7K
|
37.2K
$3.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
687+ 8.85% |
$63.6K - $65.8K
|
8.45K
$780K
|