Purchases and Sales Made in Q3 2021 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1MNew |
$1.85B - $1.86B
|
17.1M
$1.6B
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.76MNew |
$622M - $627M
|
5.76M
$539M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.25M+ 5.95% |
$459M - $463M
|
75.8M
$7.09B
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02M+ 10.8% |
$110M - $111M
|
10.4M
$976M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
701K+ 35.33% |
$75.7M - $76.2M
|
2.68M
$251M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
546K+ 7.5% |
$59M - $59.4M
|
7.83M
$733M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
465KNew |
$50.2M - $50.6M
|
465K
$43.5M
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
321K+ 42.2% |
$34.7M - $35M
|
1.08M
$101M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
285KNew |
$30.8M - $31M
|
285K
$26.6M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
278KNew |
$30M - $30.2M
|
278K
$26M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
232K+ 1726.22% |
$25.1M - $25.3M
|
246K
$23M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
220K+ 12.46% |
$23.8M - $24M
|
1.99M
$186M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
220K+ 181.36% |
$23.8M - $23.9M
|
341K
$31.9M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
196K+ 6.65% |
$21.2M - $21.4M
|
3.15M
$295M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
183K+ 15.7% |
$19.7M - $19.9M
|
1.35M
$126M
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
163K+ 67.1% |
$17.6M - $17.8M
|
407K
$38M
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
BUY
|
- |
154KNew |
$16.6M - $16.7M
|
154K
$14.4M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
152K+ 1.87% |
$16.5M - $16.6M
|
8.29M
$776M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
145KNew |
$15.6M - $15.7M
|
145K
$13.5M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
127K+ 58.57% |
$13.7M - $13.8M
|
344K
$32.2M
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
117K+ 9.27% |
$12.6M - $12.7M
|
1.38M
$129M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 14.84% |
$12.5M - $12.6M
|
895K
$83.7M
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
115K+ 230.21% |
$12.4M - $12.5M
|
165K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
107K+ 23.97% |
$11.6M - $11.6M
|
554K
$51.8M
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
104K+ 18.76% |
$11.3M - $11.4M
|
661K
$61.8M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
104K+ 13.92% |
$11.3M - $11.3M
|
853K
$79.8M
|
|
Nov 12, 2021
Q3 2021
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
100K+ 8.26% |
$10.8M - $10.9M
|
1.31M
$123M
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
100K+ 8.26% |
$10.8M - $10.9M
|
1.31M
$123M
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
95.9KNew |
$10.4M - $10.4M
|
95.9K
$8.97M
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
94.1K+ 15.75% |
$10.2M - $10.2M
|
692K
$64.7M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91.7K+ 12.1% |
$9.9M - $9.97M
|
849K
$79.5M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
81.6K+ 4.54% |
$8.81M - $8.88M
|
1.88M
$176M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
80KNew |
$8.64M - $8.7M
|
80K
$7.48M
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
75.2K+ 16.58% |
$8.13M - $8.18M
|
529K
$49.5M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
74KNew |
$7.99M - $8.05M
|
74K
$6.92M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
73.3K+ 59.26% |
$7.91M - $7.97M
|
197K
$18.4M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
70K+ 229.75% |
$7.56M - $7.61M
|
100K
$9.4M
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
69.9K+ 18.33% |
$7.55M - $7.6M
|
451K
$42.2M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
65.5K+ 13.75% |
$7.07M - $7.13M
|
542K
$50.7M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
64.1KNew |
$6.92M - $6.97M
|
64.1K
$5.99M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
62.7K+ 44.43% |
$6.77M - $6.82M
|
204K
$19.1M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59.9K+ 1169.33% |
$6.47M - $6.52M
|
65.1K
$6.09M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.8K+ 2261.07% |
$6.45M - $6.5M
|
62.4K
$5.84M
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
56.7K+ 143.96% |
$6.13M - $6.17M
|
96.1K
$8.99M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.6K+ 25.53% |
$6.12M - $6.16M
|
279K
$26.1M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
51.6K+ 10.25% |
$5.57M - $5.61M
|
555K
$51.9M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
50.1K+ 20.33% |
$5.41M - $5.45M
|
297K
$27.7M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.5K+ 6.72% |
$5.13M - $5.17M
|
755K
$70.6M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
46.2K+ 23.72% |
$4.99M - $5.02M
|
241K
$22.5M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
45.9K+ 91.22% |
$4.95M - $4.99M
|
96.1K
$8.99M
|