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 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
669New |
$59.8K - $62K
|
669
$61.8K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
650+ 18.89% |
$58.1K - $60.2K
|
4.09K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
641+ 16.86% |
$57.3K - $59.4K
|
4.44K
$410K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
640+ 1.73% |
$57.2K - $59.3K
|
37.6K
$3.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
630+ 0.92% |
$56.3K - $58.4K
|
69.4K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
622+ 0.95% |
$55.6K - $57.6K
|
66.1K
$6.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
619+ 27.52% |
$55.3K - $57.3K
|
2.87K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
613New |
$54.8K - $56.8K
|
613
$56.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
606+ 64.54% |
$54.2K - $56.1K
|
1.55K
$143K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
599+ 0.91% |
$53.6K - $55.5K
|
66.5K
$6.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
595+ 6.68% |
$53.2K - $55.1K
|
9.51K
$878K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
593New |
$53K - $54.9K
|
593
$54.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
579+ 9.66% |
$51.8K - $53.6K
|
6.57K
$607K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
570New |
$51K - $52.8K
|
570
$52.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
560+ 8.36% |
$50.1K - $51.9K
|
7.26K
$670K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
558+ 16.34% |
$49.9K - $51.7K
|
3.97K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
554+ 16.8% |
$49.5K - $51.3K
|
3.85K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
483+ 11.52% |
$43.2K - $44.7K
|
4.68K
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
468+ 1.17% |
$41.8K - $43.4K
|
40.6K
$3.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
467+ 15.72% |
$41.8K - $43.3K
|
3.44K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
465+ 8.21% |
$41.6K - $43.1K
|
6.13K
$566K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
463+ 2.56% |
$41.4K - $42.9K
|
18.6K
$1.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
462+ 9.09% |
$41.3K - $42.8K
|
5.55K
$512K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
441+ 7.22% |
$39.4K - $40.9K
|
6.55K
$605K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
435+ 2289.47% |
$38.9K - $40.3K
|
454
$41.9K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
434+ 2.66% |
$38.8K - $40.2K
|
16.7K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
425+ 14.11% |
$38K - $39.4K
|
3.44K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
424+ 1.55% |
$37.9K - $39.3K
|
27.8K
$2.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
418+ 2.59% |
$37.4K - $38.7K
|
16.6K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
402+ 6.85% |
$35.9K - $37.2K
|
6.27K
$579K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
399+ 1.47% |
$35.7K - $37K
|
27.6K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
376+ 1.22% |
$33.6K - $34.8K
|
31.2K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
372+ 0.21% |
$33.3K - $34.5K
|
180K
$16.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
371+ 13.07% |
$33.2K - $34.4K
|
3.21K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
362New |
$32.4K - $33.5K
|
362
$33.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
361New |
$32.3K - $33.4K
|
361
$33.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
343New |
$30.7K - $31.8K
|
343
$31.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
331+ 11.26% |
$29.6K - $30.7K
|
3.27K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
319New |
$28.5K - $29.6K
|
319
$29.5K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
308+ 2.05% |
$27.5K - $28.5K
|
15.3K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
300+ 4.95% |
$26.8K - $27.8K
|
6.36K
$587K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
298+ 3.05% |
$26.6K - $27.6K
|
10.1K
$931K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
292+ 0.14% |
$26.1K - $27.1K
|
206K
$19.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
282+ 11.87% |
$25.2K - $26.1K
|
2.66K
$245K
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
277+ 5.68% |
$24.8K - $25.7K
|
5.15K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
270New |
$24.1K - $25K
|
270
$24.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
265+ 1.94% |
$23.7K - $24.5K
|
13.9K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
262+ 1.37% |
$23.4K - $24.3K
|
19.4K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
256+ 24.69% |
$22.9K - $23.7K
|
1.29K
$119K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
255+ 3.02% |
$22.8K - $23.6K
|
8.7K
$803K
|