Purchases and Sales Made in Q2 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.63KNew |
$248K - $267K
|
2.63K
$241K
|
|
|
Aug 12, 2022
Q2 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
2.6K+ 1300.0% |
$245K - $264K
|
2.8K
$257K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.57KNew |
$243K - $261K
|
2.57K
$236K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.54K+ 45.92% |
$240K - $258K
|
8.08K
$743K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 21.74% |
$236K - $254K
|
14K
$1.29M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.47KNew |
$233K - $250K
|
2.47K
$227K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.32K+ 3.61% |
$219K - $236K
|
66.7K
$6.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.29K+ 585.2% |
$217K - $233K
|
2.69K
$247K
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.29KNew |
$216K - $233K
|
2.29K
$211K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.18KNew |
$205K - $221K
|
2.18K
$200K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
2.05K+ 0.54% |
$194K - $208K
|
384K
$35.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
BUY
|
- |
2K+ 40.59% |
$189K - $203K
|
6.93K
$637K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
1.98K+ 2.59% |
$187K - $201K
|
78.5K
$7.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.97K+ 9.24% |
$186K - $200K
|
23.3K
$2.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.93K+ 34.96% |
$182K - $196K
|
7.45K
$685K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.89K+ 2.22% |
$178K - $192K
|
87K
$7.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.85K+ 9.23% |
$175K - $188K
|
21.9K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.72K+ 19.22% |
$163K - $175K
|
10.7K
$982K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 14.89% |
$155K - $166K
|
12.7K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
1.49K+ 1.71% |
$141K - $151K
|
89.1K
$8.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.4K+ 4.04% |
$132K - $142K
|
36K
$3.31M
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.36K+ 60.34% |
$129K - $138K
|
3.62K
$333K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.23K+ 1.08% |
$116K - $124K
|
115K
$10.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.22K+ 10.96% |
$115K - $124K
|
12.3K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
1.11K+ 5.6% |
$105K - $113K
|
21K
$1.93M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.09K+ 15.63% |
$103K - $111K
|
8.06K
$741K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.08K+ 72.0% |
$102K - $110K
|
2.58K
$237K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.02K+ 12.6% |
$96.7K - $104K
|
9.15K
$841K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
955New |
$90.2K - $96.9K
|
955
$87.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
940+ 5.43% |
$88.7K - $95.4K
|
18.3K
$1.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
882+ 44.89% |
$83.3K - $89.5K
|
2.85K
$262K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
851New |
$80.3K - $86.3K
|
851
$78.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
812+ 27.42% |
$76.7K - $82.4K
|
3.77K
$347K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
770+ 13.46% |
$72.7K - $78.1K
|
6.49K
$597K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
763+ 44.78% |
$72K - $77.4K
|
2.47K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
763+ 1.29% |
$72K - $77.4K
|
59.8K
$5.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
755+ 25.62% |
$71.3K - $76.6K
|
3.7K
$340K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
748+ 5.16% |
$70.6K - $75.9K
|
15.2K
$1.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
728New |
$68.7K - $73.9K
|
728
$66.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
715+ 3.48% |
$67.5K - $72.5K
|
21.2K
$1.95M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
702+ 189.73% |
$66.3K - $71.2K
|
1.07K
$98.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
698+ 12.46% |
$65.9K - $70.8K
|
6.3K
$579K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
619+ 6.23% |
$58.4K - $62.8K
|
10.6K
$970K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
600+ 5.93% |
$56.6K - $60.9K
|
10.7K
$984K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
598+ 4.39% |
$56.5K - $60.7K
|
14.2K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
592+ 8.97% |
$55.9K - $60.1K
|
7.19K
$661K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
589+ 4.22% |
$55.6K - $59.8K
|
14.5K
$1.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
582+ 16.23% |
$54.9K - $59K
|
4.17K
$383K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
548New |
$51.7K - $55.6K
|
548
$50.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
548New |
$51.7K - $55.6K
|
548
$50.4K
|