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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45K+ 51.47% |
$3.99M - $4.23M
|
133K
$12.2M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
44.3K+ 7177.31% |
$3.92M - $4.15M
|
44.9K
$4.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
44KNew |
$3.9M - $4.13M
|
44K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.7K+ 20.25% |
$3.87M - $4.1M
|
260K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
43.5K+ 128.65% |
$3.85M - $4.08M
|
77.3K
$7.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
43.5KNew |
$3.85M - $4.08M
|
43.5K
$4.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
42.6K+ 8.5% |
$3.77M - $4M
|
544K
$50.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
42.6K+ 105.46% |
$3.77M - $4M
|
83K
$7.67M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
39.5K+ 271.8% |
$3.5M - $3.71M
|
54.1K
$5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.7K+ 12.84% |
$3.25M - $3.44M
|
322K
$29.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36.3K+ 7.85% |
$3.21M - $3.41M
|
499K
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
34.7K+ 32.53% |
$3.07M - $3.26M
|
141K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
33.2KNew |
$2.94M - $3.11M
|
33.2K
$3.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32.8K+ 12.0% |
$2.9M - $3.08M
|
306K
$28.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
32.6KNew |
$2.88M - $3.05M
|
32.6K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
BUY
|
- |
31.7K+ 24.72% |
$2.81M - $2.97M
|
160K
$14.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31K+ 2.19% |
$2.75M - $2.91M
|
1.45M
$134M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
29.4K+ 14.25% |
$2.6M - $2.76M
|
236K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27.8K+ 1108.2% |
$2.46M - $2.61M
|
30.4K
$2.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
27.5K+ 4.61% |
$2.44M - $2.58M
|
625K
$57.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27.3K+ 5.63% |
$2.42M - $2.56M
|
512K
$47.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
27.1K+ 1.86% |
$2.4M - $2.54M
|
1.48M
$137M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
27K+ 8.64% |
$2.39M - $2.53M
|
339K
$31.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
26.5K+ 951.18% |
$2.35M - $2.49M
|
29.3K
$2.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
26.4K+ 172.12% |
$2.34M - $2.48M
|
41.8K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.9K+ 161.71% |
$2.29M - $2.43M
|
42K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
24.6K+ 100.0% |
$2.18M - $2.31M
|
49.2K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
23.7K+ 15.65% |
$2.1M - $2.22M
|
175K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22.6K+ 49032.61% |
$2M - $2.12M
|
22.6K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
22.2KNew |
$1.96M - $2.08M
|
22.2K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
22K+ 903.32% |
$1.95M - $2.07M
|
24.5K
$2.26M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
21.9K+ 7.78% |
$1.94M - $2.05M
|
303K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
21.6KNew |
$1.92M - $2.03M
|
21.6K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
20.9KNew |
$1.85M - $1.96M
|
20.9K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
20.8K+ 20.31% |
$1.84M - $1.95M
|
123K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
19.6K+ 53.99% |
$1.74M - $1.84M
|
55.9K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.4K+ 4.2% |
$1.54M - $1.63M
|
431K
$39.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.3K+ 17.86% |
$1.53M - $1.62M
|
114K
$10.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
17K+ 8.8% |
$1.5M - $1.59M
|
210K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.4KNew |
$1.45M - $1.54M
|
16.4K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
15.5K+ 12.69% |
$1.37M - $1.45M
|
138K
$12.7M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
15.3KNew |
$1.36M - $1.44M
|
15.3K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.9K+ 9.85% |
$1.32M - $1.39M
|
166K
$15.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
13.4KNew |
$1.19M - $1.26M
|
13.4K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
12.9K+ 6.42% |
$1.14M - $1.21M
|
213K
$19.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.7KNew |
$1.12M - $1.19M
|
12.7K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 26.31% |
$1.06M - $1.12M
|
57.5K
$5.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 2.75% |
$1.05M - $1.12M
|
444K
$41M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4KNew |
$1.01M - $1.07M
|
11.4K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$994K - $1.05M
|
11.2K
$1.04M
|