Purchases and Sales Made in Q3 2023 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2023. 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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.22MNew |
$373M - $396M
|
4.22M
$389M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.72M+ 11.07% |
$241M - $255M
|
27.3M
$2.52B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.52MNew |
$223M - $236M
|
2.52M
$232M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.79M+ 66732.03% |
$159M - $168M
|
1.79M
$166M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.16M+ 9.53% |
$103M - $109M
|
13.3M
$1.23B
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1MNew |
$88.6M - $93.9M
|
1M
$92.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
802K+ 285.69% |
$71M - $75.2M
|
1.08M
$100M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
395K+ 815.33% |
$34.9M - $37M
|
443K
$40.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
369K+ 108.78% |
$32.7M - $34.6M
|
709K
$65.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
367KNew |
$32.5M - $34.5M
|
367K
$33.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
350K+ 12.64% |
$31M - $32.9M
|
3.12M
$288M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
313K+ 948.34% |
$27.7M - $29.4M
|
346K
$32M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
293K+ 1261.33% |
$25.9M - $27.5M
|
316K
$29.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
274KNew |
$24.3M - $25.7M
|
274K
$25.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
269K+ 22.08% |
$23.9M - $25.3M
|
1.49M
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
198K+ 94.26% |
$17.5M - $18.6M
|
408K
$37.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 6.32% |
$16.4M - $17.4M
|
3.12M
$288M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
177K+ 200961.36% |
$15.7M - $16.6M
|
177K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
148KNew |
$13.1M - $13.9M
|
148K
$13.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
147KNew |
$13M - $13.8M
|
147K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 5.11% |
$12.8M - $13.6M
|
2.98M
$276M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
139K+ 29.74% |
$12.3M - $13M
|
606K
$56M
|
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
135K+ 939.78% |
$12M - $12.7M
|
150K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
133K+ 326.73% |
$11.8M - $12.5M
|
173K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
132K+ 7.69% |
$11.6M - $12.3M
|
1.84M
$170M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
124K+ 12.68% |
$10.9M - $11.6M
|
1.1M
$101M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
118K+ 4.72% |
$10.5M - $11.1M
|
2.63M
$243M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
109K+ 11.89% |
$9.62M - $10.2M
|
1.02M
$94.5M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
103KNew |
$9.1M - $9.65M
|
103K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
96.6K+ 16.14% |
$8.55M - $9.07M
|
695K
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.4K+ 53.03% |
$7.91M - $8.39M
|
258K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87K+ 638.2% |
$7.7M - $8.17M
|
101K
$9.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
83.7KNew |
$7.41M - $7.86M
|
83.7K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.9K+ 3027.65% |
$7.25M - $7.68M
|
84.6K
$7.81M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
80.7KNew |
$7.14M - $7.57M
|
80.7K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.2K+ 38.21% |
$6.92M - $7.33M
|
283K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
70.3KNew |
$6.22M - $6.59M
|
70.3K
$6.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
69.9KNew |
$6.19M - $6.56M
|
69.9K
$6.46M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
65.4KNew |
$5.79M - $6.14M
|
65.4K
$6.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
58.7K+ 4.57% |
$5.2M - $5.51M
|
1.35M
$124M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
55.9K+ 3852.69% |
$4.94M - $5.24M
|
57.3K
$5.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
55.8KNew |
$4.93M - $5.23M
|
55.8K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
54K+ 158.82% |
$4.78M - $5.07M
|
88K
$8.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
51.9K+ 141.14% |
$4.59M - $4.87M
|
88.6K
$8.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
51.2K+ 32.61% |
$4.53M - $4.8M
|
208K
$19.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.9K+ 51.13% |
$4.42M - $4.68M
|
148K
$13.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
49.8K+ 5.66% |
$4.41M - $4.67M
|
929K
$85.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49K+ 11.14% |
$4.34M - $4.6M
|
489K
$45.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
48.3K+ 55.91% |
$4.27M - $4.53M
|
135K
$12.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
45.1K+ 833.84% |
$3.99M - $4.23M
|
50.5K
$4.66M
|