Purchases and Sales Made in Q3 2023 in Ishares Tr (MBB)

MBB Quotes by TradingView

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 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
4.02K
+ 8.88%
$356K - $377K
49.3K $4.56M
Nov 15, 2023 Q3 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
3.88K
New
$343K - $364K
3.88K $358K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
3.86K
New
$342K - $362K
3.86K $357K
Nov 07, 2023 Q3 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
3.78K
+ 20.08%
$335K - $355K
22.6K $2.09M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
3.76K
New
$333K - $353K
3.76K $347K
Nov 13, 2023 Q3 2023
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
3.7K
New
$327K - $347K
3.7K $342K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
3.7K
New
$327K - $347K
3.7K $341K
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
3.44K
New
$304K - $322K
3.44K $317K
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
3.43K
New
$303K - $321K
3.43K $317K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
3.39K
New
$300K - $318K
3.39K $313K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.31K
New
$293K - $311K
3.31K $306K
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
3.27K
+ 2.67%
$289K - $307K
126K $11.6M
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
3.23K
New
$286K - $303K
3.23K $299K
Nov 13, 2023 Q3 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
3.19K
+ 26.53%
$282K - $299K
15.2K $1.4M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
3.18K
New
$281K - $298K
3.18K $293K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
3.14K
New
$278K - $295K
3.14K $290K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.08K
+ 5.51%
$272K - $289K
59K $5.45M
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
3.05K
New
$270K - $286K
3.05K $282K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
3.03K
New
$268K - $284K
3.03K $279K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
2.93K
+ 22.31%
$259K - $274K
16K $1.48M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
2.92K
New
$258K - $274K
2.92K $270K
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
2.84K
New
$251K - $266K
2.84K $262K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
2.84K
+ 0.09%
$251K - $266K
3.2M $296M
Oct 05, 2023 Q3 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
2.81K
+ 3.67%
$249K - $264K
79.4K $7.33M
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
2.8K
+ 3.22%
$247K - $262K
89.6K $8.28M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
2.75K
New
$244K - $258K
2.75K $254K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
2.75K
New
$244K - $258K
2.75K $254K
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
2.62K
+ 17.48%
$232K - $246K
17.6K $1.63M
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.59K
+ 6.71%
$230K - $243K
41.3K $3.81M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.53K
+ 4.5%
$224K - $238K
58.8K $5.43M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
2.48K
+ 84.27%
$220K - $233K
5.43K $501K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
2.46K
+ 5.53%
$217K - $230K
46.9K $4.33M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
2.45K
New
$217K - $230K
2.45K $226K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
2.44K
New
$216K - $229K
2.44K $226K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.39K
+ 19.06%
$211K - $224K
14.9K $1.38M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
2.37K
New
$210K - $223K
2.37K $219K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
2.35K
New
$208K - $220K
2.35K $217K
Nov 02, 2023 Q3 2023
Lincoln Capital Corp

BUY
 -
2.33K
+ 3.45%
$206K - $219K
70K $6.47M
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.27K
New
$201K - $213K
2.27K $210K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.24K
+ 36.1%
$198K - $210K
8.43K $779K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
2.09K
+ 16.87%
$185K - $196K
14.5K $1.34M
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
2.05K
+ 3.02%
$181K - $192K
69.8K $6.45M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
2K
+ 50.08%
$177K - $188K
6K $554K
Nov 13, 2023 Q3 2023
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
2K
+ 1.11%
$177K - $188K
182K $16.8M
Oct 24, 2023 Q3 2023
Eagle Ridge Investment Management

BUY
 -
1.93K
+ 0.98%
$171K - $181K
199K $18.4M
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
1.92K
+ 10.35%
$170K - $180K
20.5K $1.89M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.87K
+ 15.92%
$166K - $176K
13.6K $1.26M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.86K
+ 6200.0%
$165K - $174K
1.89K $175K
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
1.83K
+ 4.83%
$162K - $172K
39.7K $3.67M

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