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 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.01KNew |
$359K - $372K
|
4.01K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.99K+ 36.64% |
$357K - $369K
|
14.9K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 2.78% |
$355K - $368K
|
147K
$13.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
3.9K+ 5.96% |
$349K - $362K
|
69.4K
$6.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.87K+ 115.41% |
$346K - $359K
|
7.23K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.86K+ 6.72% |
$345K - $358K
|
61.3K
$5.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.8K+ 5.22% |
$340K - $352K
|
76.6K
$7.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.78K+ 109.66% |
$338K - $350K
|
7.23K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.77K+ 58.43% |
$337K - $349K
|
10.2K
$945K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.76K+ 48.4% |
$336K - $349K
|
11.5K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.74K+ 9.61% |
$334K - $346K
|
42.6K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 8.83% |
$331K - $343K
|
45.6K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.67K+ 4.77% |
$328K - $340K
|
80.7K
$7.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.64K+ 9.88% |
$326K - $338K
|
40.5K
$3.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.62K+ 4.88% |
$324K - $336K
|
77.9K
$7.2M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.62K+ 2.15% |
$324K - $336K
|
172K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$323K - $334K
|
3.61K
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.57KNew |
$319K - $331K
|
3.57K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.53K+ 17.06% |
$315K - $327K
|
24.2K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.52K+ 14.01% |
$315K - $326K
|
28.6K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.48K+ 9.61% |
$311K - $322K
|
39.7K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.45K+ 6.98% |
$309K - $320K
|
52.9K
$4.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.41K+ 4.69% |
$305K - $316K
|
76.2K
$7.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.38KNew |
$302K - $313K
|
3.38K
$313K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.38K+ 17.14% |
$302K - $313K
|
23.1K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.38K+ 3.65% |
$302K - $313K
|
96K
$8.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.37K+ 23.62% |
$302K - $312K
|
17.7K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.29K+ 7.21% |
$294K - $305K
|
48.9K
$4.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.22KNew |
$288K - $298K
|
3.22K
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.18K+ 117.5% |
$284K - $294K
|
5.88K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.17K+ 6.78% |
$284K - $294K
|
50K
$4.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.16K+ 6.65% |
$282K - $292K
|
50.7K
$4.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.14K+ 48.83% |
$281K - $291K
|
9.58K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.12KNew |
$279K - $289K
|
3.12K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.11K+ 3.37% |
$278K - $288K
|
95.3K
$8.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.1K+ 2.34% |
$278K - $288K
|
136K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.03KNew |
$271K - $280K
|
3.03K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.96KNew |
$265K - $274K
|
2.96K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.95KNew |
$264K - $273K
|
2.95K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.92K+ 9.55% |
$261K - $271K
|
33.5K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.9K+ 4.97% |
$259K - $268K
|
61.2K
$5.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.87K+ 2.67% |
$256K - $265K
|
110K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.82K+ 7.52% |
$252K - $261K
|
40.3K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$250K - $259K
|
2.8K
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.77K+ 18.38% |
$248K - $257K
|
17.8K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.77K+ 47.96% |
$248K - $257K
|
8.55K
$791K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.76KNew |
$247K - $256K
|
2.76K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 6.44% |
$246K - $255K
|
45.5K
$4.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.75K+ 54.86% |
$246K - $255K
|
7.77K
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.75K+ 13.85% |
$246K - $254K
|
22.6K
$2.09M
|