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
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97+ 2425.0% |
$9.16K - $9.84K
|
101
$9.28K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
89+ 1.36% |
$8.4K - $9.03K
|
6.65K
$612K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82+ 30.15% |
$7.74K - $8.32K
|
354
$32.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
81+ 2.02% |
$7.65K - $8.22K
|
4.09K
$376K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
71+ 1.89% |
$6.7K - $7.2K
|
3.82K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 0.37% |
$6.61K - $7.1K
|
19K
$1.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
62New |
$5.85K - $6.29K
|
62
$5.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
60+ 15.08% |
$5.66K - $6.09K
|
458
$42.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
53+ 1.42% |
$5K - $5.38K
|
3.79K
$348K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
52+ 0.76% |
$4.91K - $5.28K
|
6.9K
$634K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
52+ 1.64% |
$4.91K - $5.28K
|
3.23K
$297K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
50+ 11.9% |
$4.72K - $5.07K
|
470
$43.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 151.72% |
$4.15K - $4.46K
|
73
$6.71K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 0.48% |
$4.15K - $4.46K
|
9.16K
$842K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44New |
$4.15K - $4.46K
|
44
$4.04K
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
35+ 0.84% |
$3.3K - $3.55K
|
4.2K
$386K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
34+ 2.19% |
$3.21K - $3.45K
|
1.59K
$146K
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
33+ 1.42% |
$3.12K - $3.35K
|
2.36K
$216K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
32+ 400.0% |
$3.02K - $3.25K
|
40
$3.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
31New |
$2.93K - $3.15K
|
31
$2.85K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
30+ 5.45% |
$2.83K - $3.04K
|
580
$53.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
24New |
$2.27K - $2.44K
|
24
$2.21K
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23+ 0.46% |
$2.17K - $2.33K
|
5.02K
$462K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23+ 191.67% |
$2.17K - $2.33K
|
35
$3.22K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
23+ 0.46% |
$2.17K - $2.33K
|
5.02K
$462K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
20+ 0.94% |
$1.89K - $2.03K
|
2.15K
$198K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
20+ 0.62% |
$1.89K - $2.03K
|
3.27K
$301K
|
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
20+ 0.13% |
$1.89K - $2.03K
|
15.9K
$1.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
18New |
$1.7K - $1.83K
|
18
$1.65K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 2.1% |
$1.7K - $1.83K
|
876
$80.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.1% |
$1.51K - $1.62K
|
15.5K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.4% |
$1.23K - $1.32K
|
3.23K
$297K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
13New |
$1.23K - $1.32K
|
13
$1.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11+ 0.39% |
$1.04K - $1.12K
|
2.84K
$261K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
10New |
$944 - $1.01K
|
10
$919
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9+ 0.23% |
$850 - $913
|
3.96K
$364K
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$755 - $812
|
2.08K
$191K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
8+ 0.38% |
$755 - $812
|
2.11K
$194K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$755 - $812
|
2.08K
$191K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.43% |
$661 - $710
|
1.63K
$150K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7+ 16.28% |
$661 - $710
|
50
$4.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.91% |
$472 - $507
|
552
$50.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 14.29% |
$378 - $406
|
32
$2.94K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.09% |
$283 - $304
|
3.4K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3+ 0.01% |
$283 - $304
|
45.6K
$4.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3+ 2.31% |
$283 - $304
|
133
$12.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 11.54% |
$283 - $304
|
29
$2.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.75% |
$189 - $203
|
268
$24.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$94.4 - $101
|
1
$91.9
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|