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 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
45.1K+ 127.67% |
$4.87M - $4.9M
|
80.4K
$7.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
36.8K+ 21.62% |
$3.98M - $4.01M
|
207K
$19.4M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 458.28% |
$3.87M - $3.9M
|
43.7K
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
35.3KNew |
$3.81M - $3.84M
|
35.3K
$3.31M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
34.4KNew |
$3.71M - $3.74M
|
34.4K
$3.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$3.7M - $3.73M
|
34.3K
$3.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33.9KNew |
$3.66M - $3.69M
|
33.9K
$3.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
32.3K+ 4.57% |
$3.49M - $3.52M
|
740K
$69.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
32.2KNew |
$3.47M - $3.5M
|
32.2K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.1K+ 10.03% |
$3.14M - $3.16M
|
319K
$29.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
28K+ 9.36% |
$3.03M - $3.05M
|
327K
$30.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
27.9K+ 100.99% |
$3.02M - $3.04M
|
55.6K
$5.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
27.7K+ 182.48% |
$2.99M - $3.02M
|
42.9K
$4.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.6K+ 50.73% |
$2.98M - $3M
|
82.1K
$7.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
27.2K+ 109.4% |
$2.94M - $2.96M
|
52.1K
$4.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
25.8KNew |
$2.79M - $2.81M
|
25.8K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
25.8K+ 9.91% |
$2.78M - $2.8M
|
286K
$26.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$2.76M - $2.78M
|
25.6K
$2.4M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
25.1K+ 19.03% |
$2.71M - $2.73M
|
157K
$14.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.9K+ 17.38% |
$2.69M - $2.71M
|
168K
$15.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
23.4K+ 28.29% |
$2.53M - $2.54M
|
106K
$9.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23.4KNew |
$2.52M - $2.54M
|
23.4K
$2.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
20.4K+ 120.29% |
$2.2M - $2.22M
|
37.4K
$3.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$2.18M - $2.2M
|
20.2K
$1.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19.2K+ 40.24% |
$2.08M - $2.09M
|
67K
$6.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 44.25% |
$1.96M - $1.98M
|
59.3K
$5.55M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 72.95% |
$1.95M - $1.97M
|
42.9K
$4.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
18.1K+ 19.52% |
$1.95M - $1.96M
|
111K
$10.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.9KNew |
$1.93M - $1.95M
|
17.9K
$1.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.9K+ 250.53% |
$1.93M - $1.94M
|
25K
$2.34M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.8K+ 4.21% |
$1.92M - $1.94M
|
440K
$41.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.6K+ 121.28% |
$1.9M - $1.92M
|
32.2K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
17.4K+ 60.96% |
$1.88M - $1.89M
|
45.9K
$4.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
16.9K+ 9.43% |
$1.82M - $1.83M
|
196K
$18.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16K+ 3.55% |
$1.72M - $1.73M
|
466K
$43.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
15.7K+ 18.41% |
$1.69M - $1.7M
|
101K
$9.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3K+ 20.13% |
$1.65M - $1.66M
|
91.2K
$8.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.3K+ 11.63% |
$1.65M - $1.66M
|
147K
$13.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
14K+ 7.04% |
$1.51M - $1.52M
|
213K
$19.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
13.6K+ 5.08% |
$1.46M - $1.48M
|
281K
$26.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.5K+ 4.91% |
$1.46M - $1.47M
|
289K
$27.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.5KNew |
$1.45M - $1.46M
|
13.5K
$1.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.4K+ 485.62% |
$1.45M - $1.46M
|
16.2K
$1.51M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
13.3K+ 4.05% |
$1.44M - $1.45M
|
342K
$32.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
13.2K+ 12.84% |
$1.42M - $1.43M
|
116K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.4K+ 5.93% |
$1.34M - $1.35M
|
222K
$20.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
12.2K+ 40.97% |
$1.32M - $1.33M
|
42.1K
$3.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$1.32M - $1.33M
|
12.2K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
11.4K+ 7.29% |
$1.24M - $1.25M
|
169K
$15.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
11.4K+ 17.05% |
$1.23M - $1.24M
|
78.1K
$7.31M
|