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 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.3K+ 87.32% |
$1.84M - $2.05M
|
43.6K
$4.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
BUY
|
- |
18.8KNew |
$1.7M - $1.89M
|
18.8K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18.2K+ 573.93% |
$1.64M - $1.83M
|
21.3K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1K+ 18.91% |
$1.64M - $1.82M
|
114K
$10.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.9KNew |
$1.62M - $1.8M
|
17.9K
$1.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
17.8K+ 4.62% |
$1.61M - $1.79M
|
402K
$37.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
17.6K+ 42.22% |
$1.59M - $1.77M
|
59.2K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
17.3K+ 13.74% |
$1.57M - $1.74M
|
144K
$13.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.3K+ 8.82% |
$1.56M - $1.74M
|
213K
$19.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.9KNew |
$1.53M - $1.7M
|
16.9K
$1.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16.4K+ 250.42% |
$1.49M - $1.65M
|
23K
$2.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
15.5KNew |
$1.4M - $1.56M
|
15.5K
$1.43M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$1.31M - $1.45M
|
14.4K
$1.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14K+ 169.84% |
$1.26M - $1.4M
|
22.2K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13.9KNew |
$1.26M - $1.4M
|
13.9K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.5K+ 19.07% |
$1.22M - $1.36M
|
84.2K
$7.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 5.81% |
$1.14M - $1.26M
|
229K
$21.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 174.94% |
$1.11M - $1.23M
|
19.3K
$1.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12K+ 41.66% |
$1.08M - $1.2M
|
40.7K
$3.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
11.5KNew |
$1.04M - $1.16M
|
11.5K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 13.76% |
$1.02M - $1.13M
|
92.8K
$8.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11K+ 410.39% |
$998K - $1.11M
|
13.7K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.8K+ 2.05% |
$981K - $1.09M
|
539K
$49.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 17.63% |
$978K - $1.09M
|
72.1K
$6.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.8K+ 50.22% |
$975K - $1.08M
|
32.2K
$2.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 63.59% |
$926K - $1.03M
|
26.3K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
10K+ 31.67% |
$907K - $1.01M
|
41.7K
$3.85M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9.85K+ 101.87% |
$891K - $990K
|
19.5K
$1.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9.84K+ 3.72% |
$891K - $990K
|
275K
$25.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.5K+ 5.37% |
$860K - $955K
|
186K
$17.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
8.89K+ 26.95% |
$804K - $893K
|
41.9K
$3.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.86K+ 4.61% |
$802K - $890K
|
201K
$18.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.83KNew |
$799K - $888K
|
8.83K
$816K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.65K+ 73.38% |
$783K - $869K
|
20.4K
$1.89M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
8.55KNew |
$774K - $860K
|
8.55K
$790K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.53K+ 200.07% |
$772K - $857K
|
12.8K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
8.24K+ 5.47% |
$746K - $828K
|
159K
$14.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.03KNew |
$727K - $808K
|
8.03K
$742K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
8.03K+ 132.38% |
$727K - $807K
|
14.1K
$1.3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.01K+ 294.59% |
$725K - $805K
|
10.7K
$991K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.6K+ 14.79% |
$688K - $764K
|
59K
$5.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
7.39K+ 3.96% |
$669K - $743K
|
194K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.31K+ 14.84% |
$662K - $735K
|
56.6K
$5.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7.07K+ 3.38% |
$640K - $711K
|
216K
$20M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.83KNew |
$618K - $687K
|
6.83K
$631K
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.81K+ 195.07% |
$616K - $684K
|
10.3K
$951K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.34K+ 10.59% |
$574K - $637K
|
66.2K
$6.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.33K+ 7.57% |
$573K - $637K
|
90K
$8.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.29K+ 4.39% |
$569K - $633K
|
150K
$13.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.25K+ 8.05% |
$566K - $629K
|
83.9K
$7.75M
|