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 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-152Closed |
$14.3K - $15.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-158- 11.48% |
$14.9K - $16K
|
1.22K
$112K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-160- 4.99% |
$15.1K - $16.2K
|
3.05K
$280K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-161- 6.99% |
$15.2K - $16.3K
|
2.14K
$197K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-171- 31.03% |
$16.1K - $17.3K
|
380
$34.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-178- 2.27% |
$16.8K - $18.1K
|
7.65K
$703K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-179Closed |
$16.9K - $18.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-189Closed |
$17.8K - $19.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-195- 3.52% |
$18.4K - $19.8K
|
5.35K
$492K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-199- 1.26% |
$18.8K - $20.2K
|
15.6K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-200- 0.65% |
$18.9K - $20.3K
|
30.8K
$2.83M
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-214- 1.33% |
$20.2K - $21.7K
|
15.9K
$1.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-223- 3.29% |
$21.1K - $22.6K
|
6.56K
$603K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-225Closed |
$21.2K - $22.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-232- 0.9% |
$21.9K - $23.5K
|
25.5K
$2.35M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-244- 4.87% |
$23K - $24.8K
|
4.76K
$438K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-245- 6.43% |
$23.1K - $24.9K
|
3.57K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-247- 2.31% |
$23.3K - $25.1K
|
10.4K
$958K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-249- 18.39% |
$23.5K - $25.3K
|
1.11K
$102K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-255- 2.14% |
$24.1K - $25.9K
|
11.6K
$1.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-259Closed |
$24.4K - $26.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-273- 22.12% |
$25.8K - $27.7K
|
961
$88.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-276- 10.91% |
$26.1K - $28K
|
2.25K
$207K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-291- 7.45% |
$27.5K - $29.5K
|
3.62K
$332K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-299- 2.88% |
$28.2K - $30.3K
|
10.1K
$928K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-299- 2.88% |
$28.2K - $30.3K
|
10.1K
$928K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-304- 28.49% |
$28.7K - $30.8K
|
763
$70.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-313- 1.93% |
$29.5K - $31.8K
|
15.9K
$1.46M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-313- 8.95% |
$29.5K - $31.8K
|
3.18K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-319Closed |
$30.1K - $32.4K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-320- 29.63% |
$30.2K - $32.5K
|
760
$69.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-327Closed |
$30.9K - $33.2K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-333- 12.48% |
$31.4K - $33.8K
|
2.34K
$215K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-341- 3.7% |
$32.2K - $34.6K
|
8.86K
$815K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-348- 2.05% |
$32.9K - $35.3K
|
16.7K
$1.53M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-357Closed |
$33.7K - $36.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-361Closed |
$34.1K - $36.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-371- 2.05% |
$35K - $37.6K
|
17.7K
$1.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-374- 7.55% |
$35.3K - $37.9K
|
4.58K
$421K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-375- 5.96% |
$35.4K - $38K
|
5.91K
$544K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-378- 0.48% |
$35.7K - $38.4K
|
77.7K
$7.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-382- 8.29% |
$36.1K - $38.8K
|
4.22K
$388K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-394Closed |
$37.2K - $40K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-399- 8.67% |
$37.7K - $40.5K
|
4.2K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-415- 15.74% |
$39.2K - $42.1K
|
2.22K
$204K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-420Closed |
$39.6K - $42.6K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-428- 10.05% |
$40.4K - $43.4K
|
3.83K
$352K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-435- 9.26% |
$41.1K - $44.1K
|
4.26K
$392K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450Closed |
$42.5K - $45.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-461- 0.85% |
$43.5K - $46.8K
|
53.9K
$4.96M
|