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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 2.48% |
$264K - $266K
|
101K
$9.48M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42KNew |
$261K - $263K
|
2.42K
$227K
|
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.37KNew |
$256K - $258K
|
2.37K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.32K+ 4.26% |
$251K - $253K
|
56.9K
$5.33M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.25K+ 14.16% |
$243K - $245K
|
18.2K
$1.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.24K+ 47.77% |
$242K - $244K
|
6.94K
$650K
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.24KNew |
$241K - $243K
|
2.24K
$209K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.19K+ 14.91% |
$237K - $239K
|
16.9K
$1.58M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
2.18K+ 11.06% |
$235K - $237K
|
21.9K
$2.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.15K+ 19.92% |
$232K - $234K
|
12.9K
$1.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2.1K+ 27.32% |
$227K - $229K
|
9.8K
$918K
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.09KNew |
$225K - $227K
|
2.09K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.08K+ 6.47% |
$224K - $226K
|
34.1K
$3.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.06KNew |
$222K - $224K
|
2.06K
$193K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 16.0% |
$221K - $222K
|
14.8K
$1.39M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.02KNew |
$218K - $220K
|
2.02K
$189K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.01K+ 2.51% |
$217K - $219K
|
82.3K
$7.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.01K+ 3.82% |
$217K - $218K
|
54.6K
$5.11M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.99K+ 14.75% |
$214K - $216K
|
15.4K
$1.45M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92K+ 40.94% |
$207K - $209K
|
6.6K
$619K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.9K+ 37.69% |
$206K - $207K
|
6.96K
$652K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.89KNew |
$204K - $205K
|
1.89K
$177K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.74K+ 15.32% |
$188K - $189K
|
13.1K
$1.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.73K+ 12.27% |
$187K - $188K
|
15.9K
$1.49M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.73K+ 12.27% |
$187K - $188K
|
15.9K
$1.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.71K+ 0.84% |
$185K - $186K
|
206K
$19.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.69K+ 24.33% |
$182K - $183K
|
8.62K
$807K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.67K+ 4.62% |
$180K - $182K
|
37.8K
$3.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.66K+ 18.38% |
$179K - $180K
|
10.7K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
1.59K+ 2.13% |
$171K - $173K
|
76.1K
$7.13M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.46K+ 63.51% |
$157K - $158K
|
3.75K
$351K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.45K+ 3.1% |
$156K - $157K
|
48.1K
$4.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.4K+ 18.27% |
$151K - $152K
|
9.06K
$849K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.39K+ 7.0% |
$150K - $151K
|
21.2K
$1.98M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.38K+ 5.14% |
$148K - $150K
|
28.1K
$2.63M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.32K+ 15.78% |
$142K - $143K
|
9.66K
$905K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.29K+ 63.28% |
$140K - $141K
|
3.34K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
1.25K+ 6.01% |
$135K - $136K
|
22.1K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.23K+ 5.75% |
$132K - $133K
|
22.6K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.21K+ 2.66% |
$130K - $131K
|
46.5K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.15K+ 4.06% |
$124K - $125K
|
29.5K
$2.77M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.13K+ 6.25% |
$122K - $122K
|
19.1K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 36.91% |
$120K - $121K
|
4.13K
$386K
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.1K+ 2.14% |
$119K - $120K
|
52.5K
$4.91M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.07K+ 600.0% |
$116K - $117K
|
1.25K
$117K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.04K+ 501.44% |
$113K - $113K
|
1.25K
$117K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.01K+ 22.1% |
$109K - $110K
|
5.58K
$523K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
999+ 0.66% |
$108K - $109K
|
152K
$14.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
980+ 0.85% |
$106K - $107K
|
117K
$10.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
970+ 12.13% |
$105K - $106K
|
8.97K
$840K
|