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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.72K+ 8.49% |
$243K - $252K
|
34.7K
$3.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.64KNew |
$236K - $245K
|
2.64K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.6K+ 48.62% |
$232K - $241K
|
7.94K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.53K+ 1.94% |
$226K - $234K
|
133K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
2.51K+ 2.97% |
$225K - $233K
|
87.1K
$8.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
2.5K+ 11.36% |
$224K - $232K
|
24.5K
$2.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.49K+ 7.76% |
$223K - $231K
|
34.6K
$3.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.48K+ 10.11% |
$222K - $230K
|
27K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.48K+ 28.31% |
$221K - $229K
|
11.2K
$1.04M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.44KNew |
$219K - $226K
|
2.44K
$226K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.41K+ 29.38% |
$215K - $223K
|
10.6K
$982K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.36K+ 695.29% |
$211K - $219K
|
2.7K
$250K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
2.34K+ 2.41% |
$209K - $217K
|
99.6K
$9.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.33KNew |
$208K - $216K
|
2.33K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.3KNew |
$206K - $213K
|
2.3K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.3KNew |
$205K - $213K
|
2.3K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.29K+ 16.44% |
$205K - $212K
|
16.2K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.28K+ 0.52% |
$204K - $211K
|
436K
$40.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.26KNew |
$202K - $209K
|
2.26K
$209K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.26K+ 2.07% |
$202K - $209K
|
111K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.26K+ 12.53% |
$202K - $209K
|
20.3K
$1.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
2.19KNew |
$196K - $203K
|
2.19K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.18KNew |
$195K - $202K
|
2.18K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.16K+ 7.18% |
$193K - $200K
|
32.3K
$2.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
2.15K+ 3.02% |
$192K - $199K
|
73.2K
$6.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.11K+ 2.2% |
$189K - $196K
|
98.1K
$9.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.06KNew |
$184K - $190K
|
2.06K
$190K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.05K+ 1.96% |
$184K - $190K
|
107K
$9.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.04K+ 83.14% |
$182K - $189K
|
4.49K
$415K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.95K+ 2.77% |
$174K - $180K
|
72.1K
$6.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.94K+ 19.39% |
$174K - $180K
|
12K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.84K+ 22.07% |
$165K - $170K
|
10.2K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.83K+ 3.72% |
$164K - $169K
|
51.1K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.82K+ 58.68% |
$163K - $168K
|
4.92K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.81K+ 18.1% |
$162K - $168K
|
11.8K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.8K+ 2.55% |
$161K - $167K
|
72.3K
$6.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.8K+ 13.64% |
$160K - $166K
|
15K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.78K+ 6.58% |
$159K - $165K
|
28.8K
$2.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.73K+ 15.24% |
$155K - $160K
|
13.1K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.71K+ 2.77% |
$153K - $158K
|
63.4K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.69K+ 11.53% |
$151K - $157K
|
16.4K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.68KNew |
$150K - $156K
|
1.68K
$155K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.66K+ 17.76% |
$149K - $154K
|
11K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.66K+ 6.46% |
$148K - $154K
|
27.3K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.63K+ 7.62% |
$145K - $151K
|
23K
$2.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 1.59% |
$145K - $150K
|
104K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.61K+ 2.88% |
$144K - $149K
|
57.3K
$5.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.59K+ 32.5% |
$142K - $147K
|
6.48K
$599K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.57K+ 35.95% |
$140K - $146K
|
5.94K
$550K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.57K+ 7.41% |
$140K - $146K
|
22.8K
$2.11M
|