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 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
251+ 1.01% |
$22.4K - $23.3K
|
25.2K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
244+ 2.78% |
$21.8K - $22.6K
|
9.02K
$835K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
235+ 3.47% |
$21K - $21.8K
|
7.01K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
222+ 1.65% |
$19.8K - $20.6K
|
13.7K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
209+ 1.96% |
$18.7K - $19.4K
|
10.9K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
199+ 3.99% |
$17.8K - $18.4K
|
5.19K
$480K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
170+ 195.4% |
$15.2K - $15.7K
|
257
$23.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
169New |
$15.1K - $15.7K
|
169
$15.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
162+ 0.5% |
$14.5K - $15K
|
32.7K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
162+ 2.59% |
$14.5K - $15K
|
6.43K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156+ 31.2% |
$13.9K - $14.5K
|
656
$60.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
155+ 2.88% |
$13.9K - $14.4K
|
5.53K
$512K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
151+ 30.63% |
$13.5K - $14K
|
644
$59.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
146New |
$13.1K - $13.5K
|
146
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
145+ 5.25% |
$13K - $13.4K
|
2.91K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
144New |
$12.9K - $13.3K
|
144
$13.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
144+ 16.23% |
$12.9K - $13.3K
|
1.03K
$95.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
139+ 1.64% |
$12.4K - $12.9K
|
8.6K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
134+ 1.49% |
$12K - $12.4K
|
9.13K
$845K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$11.7K - $12.1K
|
131
$12.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
130+ 5.97% |
$11.6K - $12K
|
2.31K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
130+ 97.01% |
$11.6K - $12K
|
264
$24.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
119+ 0.61% |
$10.6K - $11K
|
19.5K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
113New |
$10.1K - $10.5K
|
113
$10.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
108+ 1.26% |
$9.66K - $10K
|
8.67K
$802K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103New |
$9.21K - $9.54K
|
103
$9.53K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
102+ 0.28% |
$9.12K - $9.45K
|
36.9K
$3.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
102+ 1.12% |
$9.12K - $9.45K
|
9.19K
$850K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
101+ 3.39% |
$9.03K - $9.36K
|
3.08K
$285K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
97New |
$8.67K - $8.99K
|
97
$8.98K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
93+ 3.18% |
$8.32K - $8.62K
|
3.02K
$280K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
92+ 2.69% |
$8.23K - $8.52K
|
3.51K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
86+ 3.26% |
$7.69K - $7.97K
|
2.72K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
74+ 0.4% |
$6.62K - $6.86K
|
18.4K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
62+ 2.61% |
$5.54K - $5.74K
|
2.44K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
60New |
$5.36K - $5.56K
|
60
$5.55K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
58+ 0.18% |
$5.19K - $5.37K
|
33.2K
$3.07M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
53+ 1.28% |
$4.74K - $4.91K
|
4.18K
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
53+ 0.15% |
$4.74K - $4.91K
|
36.3K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
50+ 1.03% |
$4.47K - $4.63K
|
4.91K
$454K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
47+ 2.74% |
$4.2K - $4.35K
|
1.76K
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
46+ 0.48% |
$4.11K - $4.26K
|
9.6K
$889K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.96% |
$3.76K - $3.89K
|
4.42K
$409K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
40+ 0.07% |
$3.58K - $3.71K
|
59.4K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 2.8% |
$3.49K - $3.61K
|
1.43K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.11% |
$3.13K - $3.24K
|
30.8K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
35+ 0.43% |
$3.13K - $3.24K
|
8.19K
$758K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34New |
$3.04K - $3.15K
|
34
$3.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
28+ 84.85% |
$2.5K - $2.59K
|
61
$5.64K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
27+ 0.62% |
$2.41K - $2.5K
|
4.4K
$407K
|