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 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.9K+ 80.33% |
$529K - $533K
|
11K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.61K+ 5.71% |
$498K - $502K
|
85.4K
$8M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.53K+ 29.4% |
$489K - $493K
|
19.9K
$1.87M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
4.53K+ 49.03% |
$489K - $493K
|
13.8K
$1.29M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.42K+ 8.46% |
$477K - $481K
|
56.7K
$5.31M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.42K+ 78.67% |
$477K - $480K
|
10K
$939K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
4.37K+ 7.5% |
$472K - $476K
|
62.7K
$5.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.34K+ 11.66% |
$468K - $472K
|
41.5K
$3.89M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.33K+ 14.59% |
$468K - $471K
|
34K
$3.18M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.28K+ 13.24% |
$462K - $465K
|
36.6K
$3.43M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
4.26K+ 2.25% |
$460K - $463K
|
193K
$18.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
4.2K+ 107.69% |
$454K - $457K
|
8.1K
$759K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.07K+ 30.51% |
$439K - $442K
|
17.4K
$1.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
4.02K+ 58.81% |
$434K - $437K
|
10.8K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.99K+ 54.33% |
$430K - $434K
|
11.3K
$1.06M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.99K+ 54.33% |
$430K - $434K
|
11.3K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
3.84KNew |
$415K - $418K
|
3.84K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.82KNew |
$413K - $416K
|
3.82K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.74K+ 162.65% |
$403K - $406K
|
6.03K
$565K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.67K+ 72.56% |
$396K - $399K
|
8.73K
$818K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.58KNew |
$387K - $390K
|
3.58K
$336K
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$376K - $379K
|
3.48K
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.48K+ 11.76% |
$376K - $379K
|
33.1K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.46K+ 17.69% |
$373K - $376K
|
23K
$2.15M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.46K+ 28.48% |
$373K - $376K
|
15.6K
$1.46M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
3.44K+ 8.45% |
$372K - $375K
|
44.2K
$4.14M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
3.42K+ 4.69% |
$369K - $372K
|
76.4K
$7.16M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.4KNew |
$367K - $370K
|
3.4K
$318K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.38K+ 5.03% |
$365K - $368K
|
70.6K
$6.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$365K - $367K
|
3.38K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.37KNew |
$364K - $367K
|
3.37K
$316K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.37KNew |
$364K - $367K
|
3.37K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.35K+ 2.41% |
$361K - $364K
|
142K
$13.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
3.26KNew |
$352K - $355K
|
3.26K
$306K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2K+ 10.98% |
$345K - $348K
|
32.3K
$3.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
3.18K+ 5.04% |
$343K - $346K
|
66.2K
$6.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3.05K+ 8.31% |
$329K - $331K
|
39.7K
$3.72M
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
3.04K+ 14.13% |
$329K - $331K
|
24.6K
$2.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.01K+ 1.71% |
$325K - $327K
|
179K
$16.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 12.95% |
$320K - $322K
|
25.8K
$2.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2.93KNew |
$316K - $318K
|
2.93K
$274K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
2.9KNew |
$313K - $315K
|
2.9K
$272K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.85K+ 4.71% |
$307K - $309K
|
63.3K
$5.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.81K+ 20.87% |
$303K - $305K
|
16.2K
$1.52M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.8K+ 10.29% |
$302K - $304K
|
30K
$2.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
BUY
|
- |
2.74KNew |
$296K - $298K
|
2.74K
$256K
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.72K+ 26.19% |
$294K - $296K
|
13.1K
$1.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2.71K+ 8.86% |
$293K - $295K
|
33.3K
$3.12M
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.66K+ 2.23% |
$288K - $290K
|
122K
$11.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$271K - $273K
|
2.51K
$235K
|