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
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.55K+ 2.4% |
$139K - $144K
|
66.3K
$6.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.53KNew |
$136K - $141K
|
1.53K
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.52K+ 9.83% |
$136K - $141K
|
17K
$1.57M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.5K+ 13.17% |
$134K - $139K
|
12.9K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 26.1% |
$134K - $139K
|
7.24K
$668K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.46K+ 12.73% |
$131K - $135K
|
12.9K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 2.75% |
$129K - $134K
|
54K
$4.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 2.4% |
$127K - $132K
|
60.8K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 2.49% |
$127K - $131K
|
58.3K
$5.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.41K+ 10.62% |
$126K - $131K
|
14.7K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.3K+ 18.18% |
$116K - $120K
|
8.42K
$777K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.29K+ 26.81% |
$115K - $119K
|
6.08K
$561K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 2.07% |
$114K - $118K
|
63.1K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.25K+ 1.56% |
$112K - $116K
|
81.1K
$7.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.24K+ 3.23% |
$111K - $115K
|
39.7K
$3.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 34.57% |
$110K - $114K
|
4.78K
$441K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.22K+ 2.52% |
$109K - $113K
|
49.5K
$4.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.14K+ 24.26% |
$102K - $106K
|
5.84K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.13K+ 5.07% |
$101K - $105K
|
23.5K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.11K+ 15.52% |
$98.8K - $102K
|
8.23K
$759K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 7.06% |
$96.8K - $100K
|
16.4K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.07K+ 32.7% |
$96K - $99.5K
|
4.36K
$402K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 171.74% |
$92.9K - $96.3K
|
1.64K
$152K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.02K+ 859.66% |
$91.5K - $94.8K
|
1.14K
$105K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
975+ 2.56% |
$87.2K - $90.3K
|
39.1K
$3.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
973+ 2.6% |
$87K - $90.1K
|
38.4K
$3.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
952+ 0.44% |
$85.1K - $88.2K
|
218K
$20.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
928+ 2993.55% |
$83K - $86K
|
959
$88.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
911+ 8.14% |
$81.5K - $84.4K
|
12.1K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
893+ 5.24% |
$79.8K - $82.7K
|
17.9K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
874+ 816.82% |
$78.1K - $81K
|
981
$90.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
866New |
$77.4K - $80.2K
|
866
$80K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
855+ 9.99% |
$76.4K - $79.2K
|
9.41K
$869K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
839+ 3.25% |
$75K - $77.7K
|
26.6K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
838New |
$74.9K - $77.6K
|
838
$77.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
837+ 15.56% |
$74.8K - $77.5K
|
6.22K
$574K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
835+ 5.53% |
$74.7K - $77.4K
|
15.9K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
827+ 1.61% |
$73.9K - $76.6K
|
52.1K
$4.81M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
821+ 1.64% |
$73.4K - $76.1K
|
50.7K
$4.69M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
800+ 5.97% |
$71.5K - $74.1K
|
14.2K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
790+ 0.97% |
$70.6K - $73.2K
|
82.5K
$7.62M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
785+ 1.91% |
$70.2K - $72.7K
|
41.9K
$3.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
766+ 4.46% |
$68.5K - $71K
|
17.9K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
764+ 7.76% |
$68.3K - $70.8K
|
10.6K
$980K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
743+ 11.61% |
$66.4K - $68.8K
|
7.14K
$660K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
706+ 7.67% |
$63.1K - $65.4K
|
9.91K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
700+ 26.4% |
$62.6K - $64.8K
|
3.35K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
698+ 1.2% |
$62.4K - $64.7K
|
59.1K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
692+ 10.06% |
$61.9K - $64.1K
|
7.57K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
684+ 6.27% |
$61.2K - $63.4K
|
11.6K
$1.07M
|