Purchases and Sales Made in Q3 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2022. 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 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 1.39% |
$122K - $136K
|
95.6K
$8.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.36K- 15.26% |
$123K - $137K
|
7.56K
$699K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.41K- 1.45% |
$127K - $141K
|
95.4K
$8.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.43K- 4.93% |
$129K - $143K
|
27.5K
$2.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.47K- 14.65% |
$133K - $148K
|
8.59K
$793K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.49K- 39.23% |
$135K - $150K
|
2.31K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.52K- 0.15% |
$137K - $153K
|
1M
$92.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.56K- 12.02% |
$141K - $157K
|
11.4K
$1.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-1.58K- 37.68% |
$143K - $159K
|
2.62K
$242K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.62K- 24.25% |
$146K - $163K
|
5.05K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.63KClosed |
$147K - $164K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.63K- 6.39% |
$148K - $164K
|
23.9K
$2.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.65K- 16.67% |
$150K - $166K
|
8.26K
$763K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.7K- 35.97% |
$154K - $171K
|
3.03K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.76K- 17.05% |
$159K - $177K
|
8.55K
$790K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.76K- 35.92% |
$159K - $177K
|
3.14K
$290K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.77K- 9.32% |
$160K - $178K
|
17.2K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.78K- 16.21% |
$161K - $179K
|
9.2K
$850K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.8K- 34.76% |
$163K - $181K
|
3.37K
$312K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-1.81K- 31.83% |
$164K - $182K
|
3.87K
$358K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.81K- 10.23% |
$164K - $182K
|
15.9K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-1.81K- 6.63% |
$164K - $182K
|
25.5K
$2.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 21.92% |
$167K - $186K
|
6.58K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.9K- 0.71% |
$172K - $191K
|
268K
$24.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.9K- 12.26% |
$172K - $191K
|
13.6K
$1.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.92K- 0.76% |
$174K - $193K
|
249K
$23M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.96K- 9.04% |
$178K - $197K
|
19.8K
$1.82M
|
|
|
Oct 24, 2022
Q3 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 99.86% |
$188K - $209K
|
3
$277
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.23K- 12.14% |
$202K - $224K
|
16.1K
$1.49M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.33K- 24.8% |
$211K - $234K
|
7.06K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.36K- 36.06% |
$214K - $237K
|
4.18K
$386K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-2.37KClosed |
$215K - $238K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.42K- 4.4% |
$219K - $243K
|
52.5K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.42K- 13.92% |
$219K - $243K
|
15K
$1.38M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-2.61K- 13.42% |
$236K - $262K
|
16.8K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-2.63K- 10.75% |
$238K - $264K
|
21.8K
$2.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2.65K- 9.08% |
$240K - $266K
|
26.5K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 17.0% |
$240K - $267K
|
12.9K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.7K- 96.43% |
$244K - $271K
|
100
$9.24K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.72K- 47.61% |
$246K - $273K
|
2.99K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.81K- 5.7% |
$254K - $282K
|
46.4K
$4.29M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-2.82K- 1.61% |
$255K - $283K
|
172K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.9K- 47.71% |
$263K - $292K
|
3.18K
$294K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.92K- 17.23% |
$264K - $293K
|
14K
$1.29M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.94K- 30.84% |
$266K - $295K
|
6.58K
$608K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3K- 54.66% |
$272K - $302K
|
2.49K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.32K- 3.97% |
$301K - $334K
|
80.5K
$7.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.45K- 1.32% |
$312K - $347K
|
258K
$23.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.54K- 35.1% |
$321K - $356K
|
6.55K
$605K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.54K- 35.1% |
$321K - $356K
|
6.55K
$605K
|