Purchases and Sales Made in Q2 2024 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.3M+ 3029.86% |
$1.46B - $1.51B
|
16.9M
$1.56B
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.47M+ 6383.27% |
$489M - $507M
|
5.56M
$513M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.9M+ 15.45% |
$349M - $361M
|
29.1M
$2.69B
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.83M+ 12.74% |
$253M - $262M
|
25M
$2.31B
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.41M+ 646.46% |
$216M - $224M
|
2.79M
$257M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25M+ 1.74% |
$111M - $116M
|
72.8M
$6.72B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.16M+ 6.85% |
$104M - $107M
|
18.1M
$1.67B
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
816K+ 18155.17% |
$72.9M - $75.6M
|
820K
$75.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
802K+ 946.16% |
$71.7M - $74.3M
|
887K
$81.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
473K+ 53.45% |
$42.3M - $43.8M
|
1.36M
$125M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
411K+ 20.8% |
$36.8M - $38.1M
|
2.39M
$220M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
381KNew |
$34.1M - $35.3M
|
381K
$35.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
360KNew |
$32.2M - $33.4M
|
360K
$33.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297K+ 22.53% |
$26.6M - $27.5M
|
1.62M
$149M
|
|
|
Aug 14, 2024
Q2 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
275KNew |
$24.6M - $25.4M
|
275K
$25.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
230K+ 13.45% |
$20.6M - $21.3M
|
1.94M
$179M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
222K+ 7.99% |
$19.8M - $20.5M
|
3M
$277M
|
|
|
Jul 17, 2024
Q2 2024
|
Northland Capital Management LLC
|
BUY
|
- |
202K+ 8830.46% |
$18M - $18.7M
|
204K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$17.9M - $18.5M
|
200K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
181K+ 45.3% |
$16.2M - $16.7M
|
580K
$53.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
172K+ 56.99% |
$15.4M - $15.9M
|
473K
$43.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
165K+ 7.24% |
$14.8M - $15.3M
|
2.44M
$226M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
160K+ 9.62% |
$14.3M - $14.8M
|
1.82M
$168M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
156K+ 57.84% |
$14M - $14.5M
|
426K
$39.4M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
149K+ 4.92% |
$13.3M - $13.8M
|
3.19M
$294M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
148KNew |
$13.3M - $13.7M
|
148K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
138K+ 13.08% |
$12.3M - $12.8M
|
1.19M
$110M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
118K+ 22.96% |
$10.5M - $10.9M
|
631K
$58.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
117KNew |
$10.4M - $10.8M
|
117K
$10.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Park Avenue Institutional Advisers LLC
|
BUY
|
- |
113K+ 74.34% |
$10.1M - $10.5M
|
265K
$24.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
109K+ 187.55% |
$9.76M - $10.1M
|
167K
$15.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
107K+ 2.3% |
$9.6M - $9.95M
|
4.77M
$440M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
104K+ 3728.75% |
$9.26M - $9.6M
|
106K
$9.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
101K+ 241.43% |
$9.07M - $9.39M
|
143K
$13.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
101KNew |
$9.06M - $9.39M
|
101K
$9.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
99.4K+ 20.71% |
$8.89M - $9.21M
|
580K
$53.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
95KNew |
$8.49M - $8.8M
|
95K
$8.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
90KNew |
$8.05M - $8.34M
|
90K
$8.31M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76K+ 56.61% |
$6.79M - $7.04M
|
210K
$19.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
72.9K+ 19.0% |
$6.52M - $6.76M
|
457K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
71K+ 878.06% |
$6.35M - $6.58M
|
79.1K
$7.3M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
68.8K+ 448.45% |
$6.15M - $6.37M
|
84.1K
$7.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
68.5K+ 22.58% |
$6.13M - $6.35M
|
372K
$34.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
68.2KNew |
$6.09M - $6.31M
|
68.2K
$6.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
66.6KNew |
$5.95M - $6.17M
|
66.6K
$6.15M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
60.2KNew |
$5.38M - $5.57M
|
60.2K
$5.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
57.4K+ 4.3% |
$5.13M - $5.32M
|
1.39M
$128M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
55.9K+ 9301.16% |
$5M - $5.18M
|
56.5K
$5.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
51.2K+ 2.96% |
$4.58M - $4.74M
|
1.78M
$164M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
50.5K+ 67.09% |
$4.52M - $4.68M
|
126K
$11.6M
|