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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-587- 13.9% |
$53.1K - $59K
|
3.64K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-587- 5.56% |
$53.1K - $59K
|
9.97K
$921K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-593- 0.26% |
$53.7K - $59.6K
|
224K
$20.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-605- 28.69% |
$54.8K - $60.8K
|
1.5K
$139K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-612- 0.31% |
$55.4K - $61.5K
|
195K
$18.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-614- 3.3% |
$55.6K - $61.7K
|
18K
$1.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-621- 8.12% |
$56.2K - $62.4K
|
7.03K
$649K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-625- 1.46% |
$56.6K - $62.8K
|
42.2K
$3.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-670- 1.71% |
$60.6K - $67.4K
|
38.6K
$3.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-673- 15.49% |
$60.9K - $67.7K
|
3.67K
$339K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-673- 0.83% |
$60.9K - $67.7K
|
80.2K
$7.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-718- 4.3% |
$65K - $72.2K
|
16K
$1.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-744- 5.58% |
$67.3K - $74.8K
|
12.6K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-751- 16.69% |
$68K - $75.5K
|
3.75K
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-768- 3.03% |
$69.5K - $77.2K
|
24.6K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-791- 16.02% |
$71.6K - $79.5K
|
4.15K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-796- 2.06% |
$72K - $80K
|
37.9K
$3.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-796- 13.44% |
$72K - $80K
|
5.13K
$473K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-851- 18.58% |
$77K - $85.6K
|
3.73K
$345K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-867- 8.1% |
$78.5K - $87.2K
|
9.84K
$909K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-879- 14.47% |
$79.6K - $88.4K
|
5.19K
$480K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-885- 16.0% |
$80.1K - $89K
|
4.65K
$429K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-894- 19.78% |
$80.9K - $89.9K
|
3.63K
$335K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-952- 38.59% |
$86.2K - $95.7K
|
1.52K
$140K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-958- 28.52% |
$86.7K - $96.3K
|
2.4K
$222K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-972- 2.88% |
$88K - $97.7K
|
32.8K
$3.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-975- 17.38% |
$88.2K - $98K
|
4.64K
$428K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-986- 71.76% |
$89.2K - $99.1K
|
388
$35.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-997- 15.98% |
$90.2K - $100K
|
5.24K
$484K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-999- 2.95% |
$90.4K - $100K
|
32.8K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.02K- 0.31% |
$92K - $102K
|
326K
$30.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 64.5% |
$92.6K - $103K
|
563
$52K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 5.64% |
$93.2K - $104K
|
17.2K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.03K- 4.41% |
$93.2K - $104K
|
22.3K
$2.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.04K- 96.64% |
$93.8K - $104K
|
36
$3.33K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 2.4% |
$93.9K - $104K
|
42.1K
$3.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 3.89% |
$95K - $106K
|
26K
$2.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.07K- 90.63% |
$97.1K - $108K
|
111
$10.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.08K- 10.68% |
$97.3K - $108K
|
8.99K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.08K- 1.82% |
$97.8K - $109K
|
58.5K
$5.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.1K- 0.49% |
$99.9K - $111K
|
223K
$20.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 80.8% |
$101K - $112K
|
265
$24.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.19K- 10.19% |
$107K - $119K
|
10.5K
$966K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.19K- 12.98% |
$108K - $119K
|
7.97K
$736K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.2K- 9.18% |
$108K - $120K
|
11.8K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.29K- 2.4% |
$117K - $130K
|
52.6K
$4.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.31K- 3.64% |
$118K - $132K
|
34.7K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.31K- 6.79% |
$119K - $132K
|
18K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 20.16% |
$121K - $134K
|
5.28K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.34K- 20.65% |
$121K - $135K
|
5.15K
$476K
|