Purchases and Sales Made in Q3 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2024. 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, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.46K- 1.32% |
$133K - $141K
|
109K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.55K- 2.18% |
$140K - $149K
|
69.3K
$6.38M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 27.08% |
$141K - $150K
|
4.18K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.6K- 2.61% |
$145K - $154K
|
59.6K
$5.5M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.6K- 82.3% |
$145K - $155K
|
344
$31.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.66K- 4.97% |
$150K - $160K
|
31.6K
$2.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.85K- 3.27% |
$168K - $179K
|
54.9K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.91K- 45.27% |
$174K - $185K
|
2.31K
$213K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.96K- 36.1% |
$178K - $189K
|
3.47K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.04K- 45.4% |
$185K - $197K
|
2.45K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.05K- 25.33% |
$186K - $198K
|
6.03K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.12K- 23.41% |
$192K - $204K
|
6.92K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.13K- 2.99% |
$194K - $206K
|
69.1K
$6.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.21K- 28.98% |
$200K - $213K
|
5.41K
$498K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.28K- 6.86% |
$207K - $220K
|
30.9K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 18.16% |
$212K - $226K
|
10.5K
$970K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.39K- 14.54% |
$217K - $231K
|
14K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.39K- 14.44% |
$217K - $231K
|
14.2K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.43K- 33.61% |
$221K - $235K
|
4.8K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.46K- 3.4% |
$223K - $237K
|
69.8K
$6.43M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.5K- 11.34% |
$227K - $242K
|
19.5K
$1.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.54K- 2.45% |
$231K - $246K
|
101K
$9.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.64K- 9.39% |
$240K - $255K
|
25.5K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.64K- 29.16% |
$240K - $255K
|
6.42K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.64K- 30.03% |
$240K - $255K
|
6.16K
$568K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.72K- 27.49% |
$247K - $263K
|
7.16K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2.99K- 5.74% |
$272K - $289K
|
49.1K
$4.53M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.03K- 1.75% |
$275K - $292K
|
169K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.04K- 15.25% |
$276K - $294K
|
16.9K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.24K- 0.39% |
$294K - $313K
|
817K
$75.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.25K- 2.37% |
$295K - $314K
|
134K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.26K- 8.08% |
$296K - $315K
|
37K
$3.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.37K- 7.19% |
$306K - $326K
|
43.5K
$4.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.41K- 12.37% |
$310K - $329K
|
24.1K
$2.23M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.85K- 2.97% |
$350K - $373K
|
126K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.93K- 30.93% |
$357K - $380K
|
8.78K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.98K- 0.69% |
$362K - $385K
|
576K
$53.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.01K- 62.96% |
$364K - $387K
|
2.36K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.04K- 47.52% |
$367K - $390K
|
4.46K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.05K- 2.44% |
$368K - $392K
|
162K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.13K- 61.28% |
$375K - $399K
|
2.61K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.17K- 45.68% |
$379K - $403K
|
4.96K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.39K- 1.52% |
$398K - $424K
|
284K
$26.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-4.41K- 1.29% |
$401K - $426K
|
336K
$31M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.51K- 1.94% |
$409K - $435K
|
228K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 5.63% |
$436K - $464K
|
80.5K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.11K- 57.88% |
$464K - $494K
|
3.72K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-5.2K- 64.43% |
$473K - $503K
|
2.87K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.31K- 48.15% |
$483K - $513K
|
5.72K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.41K- 88.14% |
$491K - $522K
|
727
$67K
|