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 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.83K- 2.67% |
$529K - $563K
|
212K
$19.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.09K- 3.1% |
$553K - $588K
|
190K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-6.2K- 25.31% |
$563K - $599K
|
18.3K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.29K- 14.76% |
$571K - $608K
|
36.3K
$3.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.34K- 5.74% |
$576K - $613K
|
104K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.43K- 74.77% |
$584K - $622K
|
2.17K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-6.65K- 5.71% |
$604K - $643K
|
110K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6.87K- 40.52% |
$624K - $664K
|
10.1K
$924K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-7.37K- 67.66% |
$669K - $712K
|
3.52K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.07K- 42.25% |
$733K - $780K
|
11K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.77K- 21.23% |
$797K - $848K
|
32.6K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8.9K- 8.57% |
$809K - $860K
|
95K
$8.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8.91K- 0.65% |
$810K - $861K
|
1.36M
$125M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-8.93K- 4.01% |
$812K - $863K
|
214K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.28K- 9.65% |
$843K - $897K
|
86.9K
$7.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.69K- 54.89% |
$880K - $936K
|
7.96K
$729K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.1K- 23.85% |
$916K - $975K
|
32.2K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.2K- 16.13% |
$929K - $988K
|
53.2K
$4.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-10.7K- 96.83% |
$970K - $1.03M
|
349
$32K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-11.4K- 30.29% |
$1.04M - $1.1M
|
26.2K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-11.6K- 43.44% |
$1.05M - $1.12M
|
15.1K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.8K- 29.13% |
$1.07M - $1.14M
|
28.7K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12K- 52.82% |
$1.09M - $1.16M
|
10.8K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 0.84% |
$1.16M - $1.23M
|
1.5M
$137M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.1K- 2.7% |
$1.19M - $1.26M
|
472K
$43.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-13.1K- 27.69% |
$1.19M - $1.27M
|
34.2K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.1K- 21.91% |
$1.19M - $1.27M
|
46.8K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13.3K- 16.77% |
$1.2M - $1.28M
|
65.8K
$6.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13.7K- 2.54% |
$1.24M - $1.32M
|
525K
$48.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.8K- 14.0% |
$1.26M - $1.34M
|
85K
$7.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 13.4% |
$1.26M - $1.35M
|
89.9K
$8.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14K- 9.11% |
$1.27M - $1.35M
|
139K
$12.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-14.2K- 37.78% |
$1.29M - $1.37M
|
23.4K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.8K- 2.83% |
$1.43M - $1.53M
|
542K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-17.1K- 99.46% |
$1.55M - $1.65M
|
92
$8.43K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.8K- 43.97% |
$1.62M - $1.72M
|
22.7K
$2.08M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17.8K- 13.81% |
$1.62M - $1.72M
|
111K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 42.1% |
$1.66M - $1.76M
|
25.1K
$2.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.8K- 45.49% |
$1.71M - $1.82M
|
22.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.2K- 4.51% |
$1.75M - $1.86M
|
407K
$37.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.6K- 10.14% |
$1.78M - $1.9M
|
174K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-21.4K- 37.31% |
$1.94M - $2.07M
|
35.9K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.3K- 15.95% |
$2.03M - $2.16M
|
117K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-26.7K- 2.38% |
$2.43M - $2.58M
|
1.09M
$100M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27K- 13.69% |
$2.45M - $2.61M
|
170K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-30.5K- 99.69% |
$2.77M - $2.95M
|
94
$8.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.8K- 5.45% |
$3.07M - $3.27M
|
587K
$53.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.9K- 14.25% |
$3.08M - $3.27M
|
204K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-38K- 2.61% |
$3.45M - $3.67M
|
1.42M
$130M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39.6K- 12.17% |
$3.59M - $3.82M
|
286K
$26.2M
|