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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
15.5K+ 37.28% |
$1.39M - $1.44M
|
57.2K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
15.5KNew |
$1.39M - $1.44M
|
15.5K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
15K+ 6.07% |
$1.34M - $1.39M
|
262K
$24.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 13.44% |
$1.33M - $1.38M
|
126K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.7K+ 7.73% |
$1.32M - $1.37M
|
206K
$19M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
14.7K+ 4.4% |
$1.32M - $1.36M
|
349K
$32.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 5.0% |
$1.3M - $1.35M
|
306K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9K+ 3.74% |
$1.24M - $1.29M
|
386K
$35.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13.7K+ 13.29% |
$1.23M - $1.27M
|
117K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13.5K+ 7.59% |
$1.21M - $1.25M
|
192K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.4KNew |
$1.2M - $1.25M
|
13.4K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
13.1K+ 111.04% |
$1.17M - $1.21M
|
24.9K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.7KNew |
$1.14M - $1.18M
|
12.7K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.7K+ 32.46% |
$1.13M - $1.17M
|
51.7K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.6K+ 2.57% |
$1.12M - $1.16M
|
501K
$46.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
12.1K+ 2.32% |
$1.08M - $1.12M
|
532K
$49M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 6.4% |
$1.07M - $1.11M
|
199K
$18.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.5K+ 102.49% |
$1.03M - $1.07M
|
22.8K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.2K+ 20.39% |
$1M - $1.04M
|
66.3K
$6.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.9K+ 8.24% |
$975K - $1.01M
|
143K
$13.2M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.9K+ 36.94% |
$975K - $1.01M
|
40.4K
$3.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
10.9K+ 17.36% |
$970K - $1.01M
|
73.3K
$6.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 6.97% |
$967K - $1M
|
166K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10.8K+ 9.43% |
$966K - $1M
|
125K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 25.3% |
$916K - $949K
|
50.7K
$4.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.2K+ 26.43% |
$915K - $948K
|
48.9K
$4.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.1K+ 6.55% |
$899K - $931K
|
163K
$15.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
9.74K+ 4.91% |
$870K - $902K
|
208K
$19.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.5K+ 3.87% |
$849K - $880K
|
255K
$23.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
9.42KNew |
$842K - $873K
|
9.42K
$868K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.04KNew |
$808K - $837K
|
9.04K
$833K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9K+ 12.02% |
$805K - $834K
|
83.9K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.84K+ 40.16% |
$791K - $819K
|
30.9K
$2.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.8K+ 5.24% |
$787K - $815K
|
177K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 68.97% |
$768K - $795K
|
21K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8.57KNew |
$766K - $794K
|
8.57K
$790K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.52K+ 44.45% |
$762K - $789K
|
27.7K
$2.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.3K+ 76.83% |
$742K - $768K
|
19.1K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
8.28K+ 21.41% |
$740K - $767K
|
47K
$4.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.25KNew |
$738K - $764K
|
8.25K
$761K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.08KNew |
$722K - $748K
|
8.08K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.95K+ 41.4% |
$711K - $737K
|
27.2K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.75K+ 98.85% |
$693K - $718K
|
15.6K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.73K+ 50.68% |
$691K - $716K
|
23K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
7.71KNew |
$689K - $714K
|
7.71K
$710K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.47K+ 7.76% |
$668K - $692K
|
104K
$9.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.35K+ 4.03% |
$657K - $681K
|
190K
$17.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.28K+ 5.12% |
$651K - $675K
|
149K
$13.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.21KNew |
$644K - $667K
|
7.21K
$664K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.16KNew |
$640K - $663K
|
7.16K
$660K
|