Purchases and Sales Made in Q3 2021 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.85KClosed |
$200K - $201K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.86KClosed |
$200K - $202K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 7.44% |
$201K - $202K
|
23.1K
$2.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-1.86K- 19.38% |
$201K - $202K
|
7.73K
$724K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-1.87K- 13.82% |
$202K - $203K
|
11.7K
$1.09M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.87KClosed |
$202K - $203K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.9K- 4.13% |
$205K - $206K
|
44K
$4.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.91K- 11.51% |
$206K - $208K
|
14.7K
$1.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.97KClosed |
$212K - $214K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
SELL
|
- |
-2.07KClosed |
$224K - $225K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.08KClosed |
$224K - $226K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.12K- 46.14% |
$229K - $231K
|
2.48K
$232K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-2.13K- 16.85% |
$230K - $231K
|
10.5K
$983K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.15K- 27.22% |
$232K - $234K
|
5.75K
$538K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.16K- 32.77% |
$234K - $235K
|
4.44K
$416K
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.21KClosed |
$238K - $240K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.28K- 7.44% |
$246K - $248K
|
28.4K
$2.66M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.28K- 7.44% |
$246K - $248K
|
28.4K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.31K- 4.82% |
$250K - $252K
|
45.6K
$4.27M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.34KClosed |
$252K - $254K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.35K- 35.35% |
$254K - $256K
|
4.3K
$403K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.4KClosed |
$259K - $261K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.41KClosed |
$260K - $262K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.43K- 1.79% |
$262K - $264K
|
134K
$12.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.49KClosed |
$268K - $270K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.62K- 0.28% |
$283K - $285K
|
940K
$88.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.63KClosed |
$283K - $286K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-2.65K- 3.98% |
$286K - $288K
|
63.9K
$5.98M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.65KClosed |
$286K - $288K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.7K- 12.66% |
$291K - $293K
|
18.6K
$1.74M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$300K - $302K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.88K- 18.09% |
$310K - $313K
|
13K
$1.22M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$319K - $321K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.99K- 23.42% |
$323K - $325K
|
9.78K
$916K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.01KClosed |
$325K - $328K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.23K- 20.82% |
$348K - $351K
|
12.3K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.41KClosed |
$368K - $371K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-3.42K- 5.3% |
$369K - $372K
|
61K
$5.71M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.43KClosed |
$370K - $373K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.46K- 7.22% |
$374K - $376K
|
44.4K
$4.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.68K- 56.7% |
$397K - $400K
|
2.81K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.8K- 3.57% |
$410K - $413K
|
103K
$9.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.89K- 42.67% |
$420K - $423K
|
5.23K
$490K
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.01K- 9.32% |
$433K - $436K
|
39K
$3.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4.16K- 1.63% |
$449K - $452K
|
252K
$23.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.23K- 7.83% |
$457K - $460K
|
49.7K
$4.66M
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.24KClosed |
$457K - $461K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-4.24K- 9.89% |
$458K - $461K
|
38.6K
$3.62M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.43K- 6.23% |
$478K - $482K
|
66.7K
$6.24M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.5K- 36.99% |
$486K - $489K
|
7.67K
$718K
|