Purchases and Sales Made in Q2 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 2024. 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 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-76- 2.99% |
$6.8K - $7.04K
|
2.46K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-76- 10.13% |
$6.8K - $7.04K
|
674
$62.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-78- 1.43% |
$6.97K - $7.23K
|
5.4K
$497K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-96- 1.54% |
$8.58K - $8.89K
|
6.15K
$567K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-98- 11.5% |
$8.76K - $9.08K
|
754
$69.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-112- 2.49% |
$10K - $10.4K
|
4.39K
$405K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-112- 0.42% |
$10K - $10.4K
|
26.3K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-119- 8.56% |
$10.6K - $11K
|
1.27K
$117K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-133- 12.03% |
$11.9K - $12.3K
|
973
$89.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-140- 0.09% |
$12.5K - $13K
|
158K
$14.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-148- 0.21% |
$13.2K - $13.7K
|
70.8K
$6.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-152- 1.07% |
$13.6K - $14.1K
|
14.1K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-153- 2.61% |
$13.7K - $14.2K
|
5.71K
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-157- 1.26% |
$14K - $14.5K
|
12.3K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-165- 5.24% |
$14.8K - $15.3K
|
2.98K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-169- 0.97% |
$15.1K - $15.7K
|
17.2K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-178- 0.35% |
$15.9K - $16.5K
|
51K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-189- 99.47% |
$16.9K - $17.5K
|
1
$92.2
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-191- 17.9% |
$17.1K - $17.7K
|
876
$80.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-196- 3.73% |
$17.5K - $18.2K
|
5.06K
$467K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-208- 25.09% |
$18.6K - $19.3K
|
621
$57.2K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-211- 4.87% |
$18.9K - $19.5K
|
4.12K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-223- 3.14% |
$19.9K - $20.7K
|
6.88K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-230- 3.65% |
$20.6K - $21.3K
|
6.06K
$559K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-234- 9.21% |
$20.9K - $21.7K
|
2.31K
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-243- 3.39% |
$21.7K - $22.5K
|
6.93K
$638K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-244- 4.09% |
$21.8K - $22.6K
|
5.73K
$528K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-245- 6.71% |
$21.9K - $22.7K
|
3.41K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-247- 3.85% |
$22.1K - $22.9K
|
6.17K
$569K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-251- 9.89% |
$22.4K - $23.3K
|
2.29K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-256- 33.29% |
$22.9K - $23.7K
|
513
$47.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-259- 2.07% |
$23.2K - $24K
|
12.2K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-261- 0.64% |
$23.3K - $24.2K
|
40.5K
$3.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-264- 1.38% |
$23.6K - $24.5K
|
18.9K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-264- 88.0% |
$23.6K - $24.5K
|
36
$3.32K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-266- 4.01% |
$23.8K - $24.6K
|
6.36K
$587K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-274- 5.58% |
$24.5K - $25.4K
|
4.64K
$428K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-290- 1.9% |
$25.9K - $26.9K
|
15K
$1.38M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-290- 90.06% |
$25.9K - $26.9K
|
32
$2.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-297- 18.14% |
$26.6K - $27.5K
|
1.34K
$124K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-298- 6.14% |
$26.6K - $27.6K
|
4.56K
$420K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-302- 8.75% |
$27K - $28K
|
3.15K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-304- 8.78% |
$27.2K - $28.2K
|
3.16K
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-313- 21.95% |
$28K - $29K
|
1.11K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-329- 3.91% |
$29.4K - $30.5K
|
8.08K
$745K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-337- 0.85% |
$30.1K - $31.2K
|
39.4K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 2.59% |
$30.6K - $31.7K
|
12.9K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-347- 3.39% |
$31K - $32.1K
|
9.88K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-380- 5.1% |
$34K - $35.2K
|
7.07K
$651K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-392- 1.49% |
$35K - $36.3K
|
26K
$2.39M
|