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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.9K+ 45.9% |
$2.08M - $2.22M
|
72.9K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.7K+ 21.29% |
$2.06M - $2.19M
|
129K
$11.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.6K+ 390.85% |
$2.05M - $2.18M
|
28.4K
$2.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21.6K+ 8.1% |
$1.97M - $2.09M
|
289K
$26.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.3K+ 20.87% |
$1.84M - $1.96M
|
117K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
20.3K+ 40.64% |
$1.84M - $1.96M
|
70.1K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
20KNew |
$1.82M - $1.93M
|
20K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 16.54% |
$1.81M - $1.93M
|
141K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 6.39% |
$1.74M - $1.85M
|
319K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
19.1K+ 495.15% |
$1.73M - $1.84M
|
22.9K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18.7KNew |
$1.7M - $1.81M
|
18.7K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.5K+ 6.03% |
$1.68M - $1.78M
|
325K
$29.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.4K+ 85.87% |
$1.67M - $1.78M
|
39.8K
$3.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 14.33% |
$1.63M - $1.74M
|
144K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.9K+ 33.72% |
$1.62M - $1.73M
|
70.8K
$6.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
17.4KNew |
$1.58M - $1.68M
|
17.4K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
17.1KNew |
$1.56M - $1.66M
|
17.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 8.06% |
$1.54M - $1.64M
|
227K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.9K+ 50.53% |
$1.54M - $1.64M
|
50.4K
$4.65M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
16.4K+ 6.07% |
$1.49M - $1.58M
|
286K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16K+ 11.16% |
$1.45M - $1.55M
|
159K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
15KNew |
$1.36M - $1.45M
|
15K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.6KNew |
$1.33M - $1.42M
|
14.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$1.26M - $1.34M
|
13.9K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 8.42% |
$1.26M - $1.34M
|
178K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.6K+ 10.64% |
$1.24M - $1.32M
|
142K
$13.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
13.6K+ 6.41% |
$1.24M - $1.32M
|
226K
$20.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
13.4K+ 6.53% |
$1.21M - $1.29M
|
218K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.2K+ 17.26% |
$1.2M - $1.28M
|
89.8K
$8.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13K+ 2.05% |
$1.18M - $1.26M
|
646K
$59.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12.9K+ 2.95% |
$1.17M - $1.24M
|
449K
$41.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.87% |
$1.14M - $1.21M
|
226K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
12.1KNew |
$1.1M - $1.17M
|
12.1K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
12K+ 6.77% |
$1.09M - $1.16M
|
189K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.9KNew |
$1.08M - $1.15M
|
11.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
11.9K+ 64.88% |
$1.08M - $1.15M
|
30.1K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 23.18% |
$1.07M - $1.14M
|
62.8K
$5.79M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5K+ 18.4% |
$1.05M - $1.12M
|
74.3K
$6.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
11.4KNew |
$1.04M - $1.1M
|
11.4K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.9K+ 73.59% |
$994K - $1.06M
|
25.8K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10.5KNew |
$955K - $1.02M
|
10.5K
$969K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.4K+ 20.54% |
$946K - $1.01M
|
61.1K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 6.03% |
$926K - $985K
|
179K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10KNew |
$909K - $967K
|
10K
$922K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
9.84K+ 6.03% |
$894K - $951K
|
173K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.67K+ 2.57% |
$879K - $935K
|
386K
$35.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
9.65KNew |
$877K - $933K
|
9.65K
$890K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.85K+ 31.01% |
$804K - $856K
|
37.4K
$3.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
8.84K+ 28.63% |
$803K - $854K
|
39.7K
$3.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.8K+ 5.89% |
$799K - $851K
|
158K
$14.6M
|