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
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
71.8KNew |
$6.52M - $6.94M
|
71.8K
$6.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
71K+ 2.37% |
$6.45M - $6.87M
|
3.07M
$283M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
70.6K+ 5.91% |
$6.41M - $6.82M
|
1.26M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.8K+ 968.38% |
$6.34M - $6.74M
|
77K
$7.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
68.8K+ 62.11% |
$6.25M - $6.65M
|
180K
$16.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
66.2KNew |
$6.01M - $6.4M
|
66.2K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.2K+ 4.43% |
$5.83M - $6.2M
|
1.51M
$139M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
62.4KNew |
$5.67M - $6.03M
|
62.4K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
61.8K+ 46.49% |
$5.62M - $5.98M
|
195K
$18M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
61.8K+ 1123.7% |
$5.61M - $5.97M
|
67.3K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
61.6K+ 29.95% |
$5.6M - $5.95M
|
267K
$24.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.6K+ 9.13% |
$5.24M - $5.57M
|
689K
$63.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
56.1KNew |
$5.1M - $5.43M
|
56.1K
$5.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
55.3K+ 3.9% |
$5.02M - $5.34M
|
1.47M
$136M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
50K+ 217517.39% |
$4.55M - $4.84M
|
50.1K
$4.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
46.5K+ 10.17% |
$4.22M - $4.49M
|
503K
$46.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.2K+ 38.23% |
$3.83M - $4.08M
|
153K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41.9K+ 110.74% |
$3.81M - $4.05M
|
79.8K
$7.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.8K+ 4.34% |
$3.71M - $3.95M
|
982K
$90.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
40.7K+ 10.95% |
$3.7M - $3.94M
|
413K
$38M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40.5K+ 18.01% |
$3.68M - $3.91M
|
265K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39.6K+ 1337.07% |
$3.6M - $3.83M
|
42.6K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
38.9KNew |
$3.53M - $3.76M
|
38.9K
$3.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
36.4K+ 22.27% |
$3.31M - $3.52M
|
200K
$18.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
36.2KNew |
$3.29M - $3.5M
|
36.2K
$3.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.1K+ 1.98% |
$3.28M - $3.49M
|
1.86M
$171M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
35.9K+ 39.98% |
$3.26M - $3.47M
|
126K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35.5K+ 75.75% |
$3.23M - $3.43M
|
82.4K
$7.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35.2KNew |
$3.2M - $3.41M
|
35.2K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34.2K+ 36.45% |
$3.11M - $3.31M
|
128K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.9K+ 54.0% |
$3.08M - $3.27M
|
96.6K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.3K+ 101.76% |
$3.03M - $3.22M
|
66.1K
$6.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33.2K+ 270.05% |
$3.01M - $3.21M
|
45.5K
$4.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
32.9KNew |
$2.99M - $3.18M
|
32.9K
$3.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32.2K+ 16.82% |
$2.93M - $3.11M
|
224K
$20.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
30.9K+ 8.54% |
$2.81M - $2.99M
|
393K
$36.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
30.9KNew |
$2.81M - $2.99M
|
30.9K
$2.85M
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
30.5K+ 33160.87% |
$2.77M - $2.95M
|
30.6K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30.3KNew |
$2.76M - $2.93M
|
30.3K
$2.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
30.3K+ 5.7% |
$2.75M - $2.93M
|
562K
$51.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.9K+ 35.64% |
$2.72M - $2.89M
|
114K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.7K+ 2.94% |
$2.7M - $2.88M
|
1.04M
$96.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.5K+ 20.74% |
$2.68M - $2.85M
|
172K
$15.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
29.4K+ 45.73% |
$2.67M - $2.84M
|
93.6K
$8.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27.7KNew |
$2.51M - $2.67M
|
27.7K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.4K+ 0.78% |
$2.49M - $2.65M
|
3.55M
$327M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27.1K+ 4.67% |
$2.46M - $2.62M
|
607K
$56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.9K+ 1.67% |
$2.45M - $2.6M
|
1.64M
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
24.2KNew |
$2.2M - $2.34M
|
24.2K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.4K+ 0.84% |
$2.13M - $2.26M
|
2.81M
$259M
|