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 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.81% |
$170K - $180K
|
104K
$9.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.94K- 18.75% |
$172K - $182K
|
8.41K
$777K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.96K- 17.0% |
$173K - $184K
|
9.56K
$883K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.97K- 9.42% |
$174K - $184K
|
18.9K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 20.68% |
$175K - $185K
|
7.56K
$699K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.05K- 4.61% |
$181K - $192K
|
42.4K
$3.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.06K- 24.17% |
$182K - $193K
|
6.45K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.06K- 2.05% |
$182K - $193K
|
98.7K
$9.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.09K- 7.4% |
$185K - $196K
|
26.2K
$2.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.09K- 5.71% |
$185K - $196K
|
34.6K
$3.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.11K- 5.58% |
$186K - $197K
|
35.6K
$3.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 31.78% |
$188K - $199K
|
4.56K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.13K- 20.48% |
$189K - $200K
|
8.29K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.19K- 0.83% |
$194K - $206K
|
261K
$24.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.24K- 9.05% |
$198K - $210K
|
22.5K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.29K- 0.7% |
$202K - $215K
|
326K
$30.1M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.33K- 14.46% |
$206K - $218K
|
13.8K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.33K- 16.02% |
$206K - $219K
|
12.2K
$1.13M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.36K- 12.67% |
$209K - $221K
|
16.2K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.36K- 16.85% |
$209K - $221K
|
11.6K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.39K- 21.9% |
$211K - $224K
|
8.52K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.42K- 41.0% |
$214K - $227K
|
3.48K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.49K- 3.14% |
$221K - $234K
|
76.9K
$7.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.55K- 21.5% |
$225K - $239K
|
9.29K
$858K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.72K- 11.04% |
$241K - $255K
|
21.9K
$2.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.83K- 33.51% |
$250K - $265K
|
5.61K
$518K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-2.92K- 1.44% |
$258K - $273K
|
199K
$18.4M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.93K- 25.89% |
$259K - $275K
|
8.39K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 41.62% |
$263K - $279K
|
4.17K
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.02K- 6.96% |
$268K - $284K
|
40.4K
$3.73M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.07K- 26.54% |
$272K - $288K
|
8.49K
$784K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3.08K- 41.28% |
$272K - $289K
|
4.38K
$404K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 14.74% |
$273K - $289K
|
17.8K
$1.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.09K- 10.4% |
$274K - $290K
|
26.7K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.1K- 11.09% |
$274K - $291K
|
24.8K
$2.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.12K- 53.95% |
$277K - $293K
|
2.67K
$246K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-3.18K- 17.07% |
$281K - $298K
|
15.4K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.29K- 6.04% |
$291K - $308K
|
51.1K
$4.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.29K- 18.73% |
$291K - $308K
|
14.3K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.31K- 2.57% |
$293K - $311K
|
125K
$11.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.42K- 8.88% |
$302K - $320K
|
35K
$3.24M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.42K- 1.48% |
$302K - $321K
|
228K
$21M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.52K- 2.26% |
$312K - $330K
|
152K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.63K- 21.3% |
$321K - $340K
|
13.4K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.85K- 15.53% |
$340K - $361K
|
20.9K
$1.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.86K- 11.25% |
$341K - $362K
|
30.4K
$2.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-3.86K- 54.09% |
$342K - $362K
|
3.28K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.87K- 9.62% |
$342K - $363K
|
36.3K
$3.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.92K- 9.08% |
$347K - $368K
|
39.3K
$3.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.04K- 17.99% |
$358K - $379K
|
18.4K
$1.7M
|