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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-404- 5.18% |
$36.1K - $37.4K
|
7.4K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-435- 15.66% |
$38.9K - $40.3K
|
2.34K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-439- 0.46% |
$39.3K - $40.7K
|
95.4K
$8.81M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-455- 4.6% |
$40.7K - $42.2K
|
9.44K
$872K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-467- 7.32% |
$41.8K - $43.3K
|
5.92K
$546K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-470- 81.88% |
$42K - $43.5K
|
104
$9.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-474- 5.07% |
$42.4K - $43.9K
|
8.88K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-479- 23.33% |
$42.8K - $44.4K
|
1.57K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-480- 0.36% |
$42.9K - $44.5K
|
132K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-500- 3.31% |
$44.7K - $46.3K
|
14.6K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-521- 2.5% |
$46.6K - $48.3K
|
20.3K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-525- 14.97% |
$46.9K - $48.6K
|
2.98K
$275K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-540- 0.95% |
$48.3K - $50K
|
56.2K
$5.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-543- 1.83% |
$48.5K - $50.3K
|
29.2K
$2.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-548- 0.63% |
$49K - $50.8K
|
86.4K
$7.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-560- 5.53% |
$50.1K - $51.9K
|
9.56K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-574- 4.52% |
$51.3K - $53.2K
|
12.1K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-594- 39.42% |
$53.1K - $55K
|
913
$84.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-607- 14.54% |
$54.3K - $56.2K
|
3.57K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-616- 1.18% |
$55.1K - $57.1K
|
51.7K
$4.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-627- 83.16% |
$56.1K - $58.1K
|
127
$11.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-671- 21.74% |
$60K - $62.2K
|
2.42K
$223K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-673- 10.21% |
$60.2K - $62.3K
|
5.92K
$546K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-677- 8.17% |
$60.5K - $62.7K
|
7.61K
$703K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-688- 16.32% |
$61.5K - $63.7K
|
3.53K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-773- 33.33% |
$69.1K - $71.6K
|
1.55K
$143K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-776- 2.17% |
$69.4K - $71.9K
|
34.9K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-837- 90.0% |
$74.8K - $77.5K
|
93
$8.59K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-845- 14.25% |
$75.6K - $78.3K
|
5.09K
$470K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-862- 79.74% |
$77.1K - $79.9K
|
219
$20.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-889- 10.48% |
$79.5K - $82.4K
|
7.59K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-915- 11.97% |
$81.8K - $84.8K
|
6.73K
$622K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-935- 4.35% |
$83.6K - $86.6K
|
20.6K
$1.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-949- 60.95% |
$84.9K - $87.9K
|
608
$56.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-966- 14.94% |
$86.4K - $89.5K
|
5.5K
$508K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-977- 2.06% |
$87.4K - $90.5K
|
46.5K
$4.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-978- 6.65% |
$87.4K - $90.6K
|
13.7K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 31.79% |
$94.1K - $97.5K
|
2.26K
$208K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.09K- 7.42% |
$97.6K - $101K
|
13.6K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.1K- 10.17% |
$98.3K - $102K
|
9.71K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.1K- 21.16% |
$98.4K - $102K
|
4.1K
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 11.98% |
$99K - $103K
|
8.13K
$751K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.12K- 12.9% |
$99.7K - $103K
|
7.53K
$695K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.18K- 24.17% |
$105K - $109K
|
3.7K
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.21K- 5.63% |
$109K - $112K
|
20.3K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.25K- 39.06% |
$111K - $115K
|
1.94K
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.27K- 19.39% |
$114K - $118K
|
5.29K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.3K- 41.78% |
$116K - $121K
|
1.81K
$168K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.35K- 12.49% |
$121K - $125K
|
9.45K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.36K- 33.64% |
$122K - $126K
|
2.69K
$248K
|