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 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
686+ 4.8% |
$63.5K - $65.7K
|
15K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
682New |
$63.1K - $65.3K
|
682
$63K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
617+ 13.02% |
$57.1K - $59.1K
|
5.36K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
611+ 7.74% |
$56.5K - $58.5K
|
8.5K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
610+ 38.71% |
$56.4K - $58.4K
|
2.19K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
594+ 8.3% |
$55K - $56.9K
|
7.75K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
592+ 22.33% |
$54.8K - $56.7K
|
3.24K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
591New |
$54.7K - $56.6K
|
591
$54.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
569+ 8.46% |
$52.7K - $54.5K
|
7.3K
$674K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
566+ 1.38% |
$52.4K - $54.2K
|
41.6K
$3.84M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
545+ 12.09% |
$50.4K - $52.2K
|
5.05K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
544New |
$50.3K - $52.1K
|
544
$50.2K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
527+ 9.83% |
$48.8K - $50.5K
|
5.89K
$544K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
481+ 2.08% |
$44.5K - $46.1K
|
23.6K
$2.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
462+ 81.34% |
$42.8K - $44.2K
|
1.03K
$95.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
427+ 11.95% |
$39.5K - $40.9K
|
4K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
409+ 2.43% |
$37.8K - $39.2K
|
17.2K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
403+ 4.93% |
$37.3K - $38.6K
|
8.57K
$792K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
391New |
$36.2K - $37.4K
|
391
$36.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
376+ 10.49% |
$34.8K - $36K
|
3.96K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
373+ 0.41% |
$34.5K - $35.7K
|
90.3K
$8.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
350+ 7.52% |
$32.4K - $33.5K
|
5.01K
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
339+ 0.22% |
$31.4K - $32.5K
|
156K
$14.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
333+ 12.12% |
$30.8K - $31.9K
|
3.08K
$284K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
307+ 1.68% |
$28.4K - $29.4K
|
18.6K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 13.64% |
$26.9K - $27.9K
|
2.43K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
279+ 10.47% |
$25.8K - $26.7K
|
2.94K
$272K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
276+ 0.81% |
$25.5K - $26.4K
|
34.5K
$3.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
274+ 30.38% |
$25.4K - $26.2K
|
1.18K
$109K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
274+ 6.94% |
$25.4K - $26.2K
|
4.22K
$390K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
271+ 11.87% |
$25.1K - $25.9K
|
2.56K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
270New |
$25K - $25.8K
|
270
$24.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
264+ 2.89% |
$24.4K - $25.3K
|
9.4K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
258+ 0.7% |
$23.9K - $24.7K
|
37.2K
$3.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
249New |
$23K - $23.8K
|
249
$23K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
245+ 22.15% |
$22.7K - $23.5K
|
1.35K
$125K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
238+ 7.06% |
$22K - $22.8K
|
3.61K
$333K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
235New |
$21.7K - $22.5K
|
235
$21.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
227+ 1.4% |
$21K - $21.7K
|
16.5K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221New |
$20.5K - $21.2K
|
221
$20.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
218New |
$20.2K - $20.9K
|
218
$20.1K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
216+ 0.4% |
$20K - $20.7K
|
54.2K
$5.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
214+ 0.32% |
$19.8K - $20.5K
|
67.7K
$6.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
213+ 1.18% |
$19.7K - $20.4K
|
18.2K
$1.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200New |
$18.5K - $19.1K
|
200
$18.5K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
197+ 46.9% |
$18.2K - $18.9K
|
617
$57K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
193New |
$17.9K - $18.5K
|
193
$17.8K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
188New |
$17.4K - $18K
|
188
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
187+ 8.11% |
$17.3K - $17.9K
|
2.49K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
182+ 0.78% |
$16.8K - $17.4K
|
23.5K
$2.17M
|