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 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
447+ 32.44% |
$39.6K - $41.9K
|
1.83K
$169K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
432+ 10.9% |
$38.2K - $40.5K
|
4.39K
$406K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
424+ 7.91% |
$37.5K - $39.8K
|
5.78K
$534K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
419+ 2.79% |
$37.1K - $39.3K
|
15.4K
$1.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
409New |
$36.2K - $38.4K
|
409
$37.8K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
398+ 206.22% |
$35.2K - $37.3K
|
591
$54.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
396+ 0.78% |
$35K - $37.1K
|
51.1K
$4.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
389+ 1.32% |
$34.4K - $36.5K
|
29.9K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
372+ 6.11% |
$32.9K - $34.9K
|
6.46K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
372+ 5.94% |
$32.9K - $34.9K
|
6.64K
$613K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
365+ 2.18% |
$32.3K - $34.2K
|
17.1K
$1.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
359+ 5.46% |
$31.8K - $33.7K
|
6.93K
$640K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
314+ 4.96% |
$27.8K - $29.5K
|
6.65K
$614K
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
310+ 2.59% |
$27.4K - $29.1K
|
12.3K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
307+ 2.69% |
$27.2K - $28.8K
|
11.7K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
305+ 1.12% |
$27K - $28.6K
|
27.4K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
303+ 7.3% |
$26.8K - $28.4K
|
4.45K
$411K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
300+ 1.11% |
$26.6K - $28.1K
|
27.4K
$2.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
290New |
$25.7K - $27.2K
|
290
$26.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
276New |
$24.4K - $25.9K
|
276
$25.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
275+ 0.42% |
$24.3K - $25.8K
|
66.3K
$6.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
273+ 535.29% |
$24.2K - $25.6K
|
324
$29.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
264+ 2.49% |
$23.4K - $24.8K
|
10.9K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
244+ 2.82% |
$21.6K - $22.9K
|
8.89K
$822K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
233+ 3.33% |
$20.6K - $21.9K
|
7.23K
$668K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
232+ 2.72% |
$20.5K - $21.8K
|
8.77K
$810K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
227+ 163.31% |
$20.1K - $21.3K
|
366
$33.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
225+ 2.94% |
$19.9K - $21.1K
|
7.87K
$727K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
222+ 1.4% |
$19.6K - $20.8K
|
16K
$1.48M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
221New |
$19.6K - $20.7K
|
221
$20.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
217+ 8.2% |
$19.2K - $20.4K
|
2.86K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
214New |
$18.9K - $20.1K
|
214
$19.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
207+ 2.92% |
$18.3K - $19.4K
|
7.3K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
191+ 2.77% |
$16.9K - $17.9K
|
7.08K
$654K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
185New |
$16.4K - $17.4K
|
185
$17.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
182New |
$16.1K - $17.1K
|
182
$16.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
179+ 5.77% |
$15.8K - $16.8K
|
3.28K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
176+ 8.51% |
$15.6K - $16.5K
|
2.25K
$207K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
165New |
$14.6K - $15.5K
|
165
$15.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
162+ 3.8% |
$14.3K - $15.2K
|
4.42K
$409K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
162+ 5.47% |
$14.3K - $15.2K
|
3.12K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
161+ 0.59% |
$14.3K - $15.1K
|
27.6K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
150+ 319.15% |
$13.3K - $14.1K
|
197
$18.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
147+ 2.16% |
$13K - $13.8K
|
6.96K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
133+ 19.82% |
$11.8K - $12.5K
|
804
$74.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
121+ 1.99% |
$10.7K - $11.4K
|
6.2K
$572K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
119+ 45.95% |
$10.5K - $11.2K
|
378
$34.9K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
117+ 1.98% |
$10.4K - $11K
|
6.04K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
111+ 1.41% |
$9.82K - $10.4K
|
7.97K
$736K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
108+ 0.86% |
$9.56K - $10.1K
|
12.7K
$1.17M
|