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 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
170+ 0.08% |
$15.7K - $16.3K
|
204K
$18.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133+ 4.13% |
$12.3K - $12.7K
|
3.36K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
132New |
$12.2K - $12.6K
|
132
$12.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
126+ 5.04% |
$11.7K - $12.1K
|
2.63K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
118+ 2.27% |
$10.9K - $11.3K
|
5.31K
$491K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
117New |
$10.8K - $11.2K
|
117
$10.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
110+ 2.6% |
$10.2K - $10.5K
|
4.34K
$401K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
109New |
$10.1K - $10.4K
|
109
$10.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
103New |
$9.53K - $9.86K
|
103
$9.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
99New |
$9.16K - $9.48K
|
99
$9.14K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
98New |
$9.07K - $9.38K
|
98
$9.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
94New |
$8.7K - $9K
|
94
$8.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
92+ 1.33% |
$8.51K - $8.81K
|
7.03K
$649K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
82+ 0.16% |
$7.59K - $7.85K
|
51.7K
$4.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
81+ 5.27% |
$7.5K - $7.75K
|
1.62K
$149K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
76+ 3.29% |
$7.03K - $7.28K
|
2.39K
$221K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
73+ 10.52% |
$6.76K - $6.99K
|
767
$70.8K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
70+ 0.23% |
$6.48K - $6.7K
|
30.2K
$2.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
68+ 234.48% |
$6.29K - $6.51K
|
97
$8.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
64+ 1.03% |
$5.92K - $6.13K
|
6.27K
$579K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
64+ 1.15% |
$5.92K - $6.13K
|
5.62K
$519K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
62+ 2.8% |
$5.74K - $5.94K
|
2.27K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
61+ 0.04% |
$5.64K - $5.84K
|
151K
$14M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
60New |
$5.55K - $5.74K
|
60
$5.54K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
60+ 2.57% |
$5.55K - $5.74K
|
2.4K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
59+ 1.13% |
$5.46K - $5.65K
|
5.27K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59+ 73.75% |
$5.46K - $5.65K
|
139
$12.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48+ 20.08% |
$4.44K - $4.6K
|
287
$26.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46New |
$4.26K - $4.4K
|
46
$4.25K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46+ 21.6% |
$4.26K - $4.4K
|
259
$23.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
46+ 2.11% |
$4.26K - $4.4K
|
2.22K
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
46+ 0.81% |
$4.26K - $4.4K
|
5.71K
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
45+ 1.86% |
$4.16K - $4.31K
|
2.46K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
38+ 0.58% |
$3.52K - $3.64K
|
6.54K
$604K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.83% |
$3.24K - $3.35K
|
4.26K
$394K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
34New |
$3.15K - $3.26K
|
34
$3.14K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
24+ 104.35% |
$2.22K - $2.3K
|
47
$4.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
23+ 0.32% |
$2.13K - $2.2K
|
7.14K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
21+ 0.83% |
$1.94K - $2.01K
|
2.55K
$236K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.12% |
$1.39K - $1.44K
|
12.8K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.84% |
$1.3K - $1.34K
|
1.67K
$155K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.09% |
$925 - $957
|
10.6K
$982K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.15% |
$648 - $670
|
4.83K
$447K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5New |
$463 - $479
|
5
$462
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.16% |
$370 - $383
|
2.57K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$370 - $383
|
4
$369
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 1.9% |
$370 - $383
|
215
$19.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 200.0% |
$185 - $191
|
3
$277
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$185 - $191
|
3.1K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.45% |
$92.5 - $95.7
|
30
$2.77K
|