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
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 9.33% |
$230K - $245K
|
29.7K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.53K+ 1.86% |
$230K - $245K
|
138K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.52K+ 163.37% |
$229K - $244K
|
4.07K
$375K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.5K+ 42.0% |
$227K - $241K
|
8.44K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.48KNew |
$225K - $240K
|
2.48K
$229K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.48KNew |
$225K - $240K
|
2.48K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.4K+ 2.5% |
$218K - $232K
|
98.4K
$9.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.39KNew |
$217K - $231K
|
2.39K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.37K+ 1.88% |
$215K - $229K
|
128K
$11.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.36KNew |
$214K - $228K
|
2.36K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.36K+ 8.42% |
$214K - $228K
|
30.3K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.35K+ 13.07% |
$213K - $227K
|
20.3K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.32KNew |
$211K - $225K
|
2.32K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.32K+ 75.26% |
$211K - $224K
|
5.4K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$211K - $224K
|
2.32K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.29K+ 9.04% |
$208K - $222K
|
27.7K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 30.15% |
$207K - $221K
|
9.85K
$908K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.24K+ 18.58% |
$204K - $217K
|
14.3K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.2K+ 14.73% |
$200K - $213K
|
17.2K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.2K+ 5.73% |
$200K - $213K
|
40.6K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2K+ 3.91% |
$200K - $212K
|
58.3K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.17KNew |
$197K - $210K
|
2.17K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.16K+ 7.99% |
$196K - $209K
|
29.2K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.15KNew |
$196K - $208K
|
2.15K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.11K+ 3.83% |
$191K - $204K
|
57.1K
$5.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.1KNew |
$191K - $203K
|
2.1K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.09KNew |
$190K - $202K
|
2.09K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.04K+ 22.58% |
$185K - $197K
|
11.1K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.95K+ 70.71% |
$177K - $189K
|
4.71K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.94K+ 87.15% |
$176K - $188K
|
4.17K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.92K+ 27.88% |
$174K - $185K
|
8.8K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.91K+ 7.26% |
$174K - $185K
|
28.2K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.91K+ 10.22% |
$174K - $185K
|
20.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.9K+ 2.31% |
$172K - $183K
|
84.1K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.89K+ 13.85% |
$172K - $183K
|
15.6K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.88K+ 16.79% |
$171K - $182K
|
13.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.87K+ 5.08% |
$170K - $181K
|
38.7K
$3.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.85K+ 29.72% |
$168K - $179K
|
8.07K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 11.33% |
$166K - $177K
|
17.9K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 38.8% |
$165K - $175K
|
6.49K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.78K+ 5.35% |
$161K - $172K
|
34.9K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.18% |
$159K - $169K
|
150K
$13.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.73K+ 24.65% |
$157K - $167K
|
8.73K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.72K+ 4.25% |
$157K - $167K
|
42.3K
$3.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.69K+ 2.02% |
$154K - $164K
|
85.7K
$7.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.64K+ 27.95% |
$149K - $159K
|
7.52K
$693K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 17.44% |
$149K - $159K
|
11.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.64K+ 5.91% |
$149K - $159K
|
29.4K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.64K+ 2.02% |
$149K - $159K
|
82.7K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.61K+ 2.44% |
$146K - $156K
|
67.7K
$6.24M
|