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
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
6.03KNew |
$545K - $606K
|
6.03K
$557K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.74K+ 164.72% |
$519K - $577K
|
9.22K
$852K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.42K+ 6.21% |
$491K - $545K
|
92.8K
$8.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.3KNew |
$480K - $533K
|
5.3K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.13KNew |
$464K - $515K
|
5.13K
$473K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.09K+ 133.0% |
$461K - $512K
|
8.92K
$824K
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$453K - $503K
|
5K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.87K+ 119.52% |
$441K - $489K
|
8.94K
$826K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.85K+ 45.62% |
$439K - $487K
|
15.5K
$1.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$435K - $484K
|
4.81K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.78K+ 10.5% |
$433K - $481K
|
50.4K
$4.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4.67K+ 33.75% |
$423K - $469K
|
18.5K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.65K+ 198.04% |
$421K - $468K
|
7K
$647K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61K+ 11.21% |
$418K - $464K
|
45.8K
$4.23M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.61K+ 11.21% |
$418K - $464K
|
45.8K
$4.23M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.6KNew |
$417K - $463K
|
4.6K
$425K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.58K+ 7.51% |
$414K - $460K
|
65.6K
$6.05M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.58K+ 7.51% |
$414K - $460K
|
65.6K
$6.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.37K+ 31.22% |
$396K - $439K
|
18.4K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.25KNew |
$385K - $427K
|
4.25K
$393K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
4.23KNew |
$382K - $425K
|
4.23K
$390K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.2K+ 127.49% |
$380K - $422K
|
7.5K
$693K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.16K+ 109.63% |
$376K - $418K
|
7.95K
$734K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.15KNew |
$375K - $417K
|
4.15K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.97K+ 15.2% |
$359K - $399K
|
30.1K
$2.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
3.7K+ 4.15% |
$335K - $372K
|
92.8K
$8.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.38K+ 6.08% |
$306K - $340K
|
59.1K
$5.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
3.38KNew |
$306K - $340K
|
3.38K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.37K+ 1.78% |
$305K - $339K
|
193K
$17.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
3.32K+ 41.16% |
$300K - $334K
|
11.4K
$1.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.26K+ 14.67% |
$295K - $327K
|
25.5K
$2.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.19K+ 83.08% |
$288K - $320K
|
7.02K
$649K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.14K+ 43.61% |
$284K - $315K
|
10.3K
$954K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.14K+ 13.9% |
$284K - $315K
|
25.7K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3.11K+ 3.02% |
$281K - $313K
|
106K
$9.8M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.08KNew |
$279K - $310K
|
3.08K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.07K+ 111.84% |
$278K - $309K
|
5.82K
$537K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.07K+ 71.24% |
$278K - $309K
|
7.38K
$681K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.02K+ 12.99% |
$274K - $304K
|
26.3K
$2.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.02KNew |
$274K - $304K
|
3.02K
$279K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.91KNew |
$263K - $292K
|
2.91K
$269K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 88.14% |
$258K - $286K
|
6.08K
$561K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.78K+ 2.86% |
$252K - $280K
|
99.9K
$9.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.78K+ 75.54% |
$252K - $279K
|
6.46K
$597K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
2.71K+ 2.63% |
$246K - $273K
|
106K
$9.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.69KNew |
$244K - $271K
|
2.69K
$249K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.68K+ 30.98% |
$243K - $270K
|
11.3K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.68KNew |
$243K - $270K
|
2.68K
$248K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.68KNew |
$242K - $269K
|
2.68K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.6KNew |
$236K - $262K
|
2.6K
$241K
|