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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-502Closed |
$54.2K - $54.6K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-528- 4.23% |
$57K - $57.4K
|
12K
$1.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-541- 6.64% |
$58.4K - $58.8K
|
7.61K
$713K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-547- 10.37% |
$59.1K - $59.5K
|
4.73K
$443K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-548- 3.83% |
$59.2K - $59.6K
|
13.7K
$1.29M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-560- 4.69% |
$60.5K - $60.9K
|
11.4K
$1.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-567- 3.85% |
$61.2K - $61.7K
|
14.2K
$1.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-600- 10.4% |
$64.8K - $65.3K
|
5.17K
$484K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-626- 3.97% |
$67.6K - $68.1K
|
15.2K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-649- 7.38% |
$70.1K - $70.6K
|
8.15K
$763K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-651- 4.98% |
$70.3K - $70.8K
|
12.4K
$1.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
SELL
|
- |
-660- 0.49% |
$71.3K - $71.8K
|
135K
$12.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-662- 24.79% |
$71.5K - $72K
|
2.01K
$188K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-671- 25.32% |
$72.5K - $73K
|
1.98K
$185K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-679- 12.59% |
$73.3K - $73.9K
|
4.71K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-698- 90.3% |
$75.4K - $75.9K
|
75
$7.03K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-700- 5.74% |
$75.6K - $76.1K
|
11.5K
$1.08M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-731- 20.71% |
$78.9K - $79.5K
|
2.8K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-731- 2.25% |
$78.9K - $79.5K
|
31.8K
$2.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-739- 96.22% |
$79.8K - $80.4K
|
29
$2.72K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-749- 19.68% |
$80.9K - $81.5K
|
3.06K
$286K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-759- 1.69% |
$82K - $82.6K
|
44.1K
$4.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-766- 2.0% |
$82.7K - $83.3K
|
37.5K
$3.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-820- 5.93% |
$88.6K - $89.2K
|
13K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-831- 55.7% |
$89.7K - $90.4K
|
661
$61.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-859- 20.57% |
$92.8K - $93.4K
|
3.32K
$311K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-879- 5.35% |
$94.9K - $95.6K
|
15.6K
$1.46M
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-915- 2.67% |
$98.8K - $99.5K
|
33.4K
$3.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-918- 0.95% |
$99.1K - $99.9K
|
95.7K
$8.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-931- 4.53% |
$101K - $101K
|
19.6K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-970- 73.04% |
$105K - $106K
|
358
$33.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.04K- 15.19% |
$113K - $113K
|
5.82K
$545K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.06K- 11.16% |
$115K - $116K
|
8.47K
$793K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.07K- 8.35% |
$115K - $116K
|
11.7K
$1.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.07K- 66.07% |
$116K - $117K
|
551
$51.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.09K- 33.11% |
$118K - $118K
|
2.2K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 8.85% |
$118K - $119K
|
11.2K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.13K- 31.5% |
$122K - $123K
|
2.45K
$230K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.25K- 2.89% |
$135K - $136K
|
42K
$3.93M
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-1.28K- 95.44% |
$138K - $139K
|
61
$5.71K
|
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-1.3KClosed |
$140K - $141K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.42K- 8.46% |
$154K - $155K
|
15.4K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.44K- 17.84% |
$155K - $156K
|
6.61K
$619K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.51K- 10.01% |
$163K - $164K
|
13.5K
$1.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.56K- 13.41% |
$169K - $170K
|
10.1K
$944K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.6KClosed |
$173K - $174K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.66K- 49.13% |
$179K - $181K
|
1.72K
$161K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.72KClosed |
$186K - $187K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.76K- 1.05% |
$190K - $191K
|
166K
$15.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.84K- 7.27% |
$198K - $200K
|
23.4K
$2.2M
|