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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
87+ 49.15% |
$7.7K - $8.16K
|
264
$24.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 244.12% |
$7.35K - $7.79K
|
117
$10.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
71+ 1.88% |
$6.28K - $6.66K
|
3.85K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
66+ 4.08% |
$5.84K - $6.19K
|
1.68K
$155K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
63New |
$5.58K - $5.91K
|
63
$5.82K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
60+ 1.69% |
$5.31K - $5.63K
|
3.6K
$333K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 57.73% |
$4.96K - $5.25K
|
153
$14.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
55+ 4.96% |
$4.87K - $5.16K
|
1.16K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 110.2% |
$4.78K - $5.07K
|
103
$9.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$4.69K - $4.97K
|
53
$4.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
51New |
$4.51K - $4.78K
|
51
$4.71K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
51+ 0.89% |
$4.51K - $4.78K
|
5.76K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
50New |
$4.43K - $4.69K
|
50
$4.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
48+ 3.4% |
$4.25K - $4.5K
|
1.46K
$135K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
39New |
$3.45K - $3.66K
|
39
$3.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
38+ 0.24% |
$3.36K - $3.56K
|
16.2K
$1.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.89% |
$3.36K - $3.56K
|
4.3K
$397K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
32New |
$2.83K - $3K
|
32
$2.96K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
30New |
$2.66K - $2.81K
|
30
$2.77K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
26+ 0.11% |
$2.3K - $2.44K
|
23.3K
$2.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21New |
$1.86K - $1.97K
|
21
$1.94K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16New |
$1.42K - $1.5K
|
16
$1.48K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14New |
$1.24K - $1.31K
|
14
$1.29K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
14+ 0.63% |
$1.24K - $1.31K
|
2.25K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.84% |
$1.24K - $1.31K
|
1.69K
$156K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
13+ 0.01% |
$1.15K - $1.22K
|
155K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13New |
$1.15K - $1.22K
|
13
$1.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$885 - $938
|
10
$924
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
10+ 0.03% |
$885 - $938
|
35.3K
$3.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.19% |
$443 - $469
|
2.57K
$237K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.85% |
$443 - $469
|
596
$55.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4+ 0.6% |
$354 - $375
|
673
$62.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.22% |
$266 - $281
|
1.35K
$125K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 1.27% |
$88.5 - $93.8
|
80
$7.39K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.84% |
$88.5 - $93.8
|
120
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 2.5% |
$88.5 - $93.8
|
41
$3.79K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2- 0.09% |
$177 - $188
|
2.27K
$210K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.08% |
$177 - $188
|
2.46K
$227K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3- 0.13% |
$266 - $281
|
2.39K
$221K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-5- 11.9% |
$443 - $469
|
37
$3.42K
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-8- 0.04% |
$708 - $750
|
18.2K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10- 0.12% |
$885 - $938
|
8.35K
$772K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-11- 0.39% |
$974 - $1.03K
|
2.78K
$257K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12Closed |
$1.06K - $1.13K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-14- 0.47% |
$1.24K - $1.31K
|
2.94K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16- 0.29% |
$1.42K - $1.5K
|
5.46K
$504K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-21- 8.08% |
$1.86K - $1.97K
|
239
$22.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 8.01% |
$2.04K - $2.16K
|
264
$24.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 0.63% |
$2.57K - $2.72K
|
4.59K
$424K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-30- 1.24% |
$2.66K - $2.81K
|
2.4K
$221K
|