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
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11.2K+ 3.86% |
$1.21M - $1.22M
|
303K
$28.2M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
10.9K+ 61.19% |
$1.18M - $1.19M
|
28.7K
$2.67M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$1.17M - $1.18M
|
10.8K
$1.01M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 5.19% |
$1.15M - $1.16M
|
216K
$20.1M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 15.87% |
$1.13M - $1.13M
|
76.2K
$7.09M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.4K+ 17.13% |
$1.13M - $1.13M
|
71.3K
$6.64M
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
10K+ 3.45% |
$1.08M - $1.09M
|
301K
$28M
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
10K+ 24.12% |
$1.08M - $1.09M
|
51.5K
$4.8M
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.97K+ 5.42% |
$1.08M - $1.08M
|
194K
$18.1M
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
9.65K+ 38.46% |
$1.04M - $1.05M
|
34.7K
$3.23M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
9.08K+ 7.8% |
$980K - $988K
|
125K
$11.7M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.8K+ 436.09% |
$950K - $957K
|
10.8K
$1.01M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
8.79K+ 6.64% |
$950K - $956K
|
141K
$13.1M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.42K+ 0.25% |
$909K - $916K
|
3.44M
$321M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.41K+ 48.72% |
$908K - $914K
|
25.7K
$2.39M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.37K+ 35.07% |
$904K - $910K
|
32.2K
$3M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.37K+ 14.62% |
$904K - $910K
|
65.6K
$6.11M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.33K+ 11.69% |
$900K - $906K
|
79.6K
$7.42M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.33K+ 13.11% |
$900K - $906K
|
71.9K
$6.69M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.28K+ 93.34% |
$894K - $900K
|
17.1K
$1.6M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
8.26KNew |
$892K - $898K
|
8.26K
$769K
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.86K+ 3.73% |
$849K - $855K
|
218K
$20.3M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.71K+ 2.86% |
$833K - $839K
|
278K
$25.9M
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
7.68K+ 19.56% |
$829K - $835K
|
46.9K
$4.37M
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
7.01K+ 17.13% |
$757K - $763K
|
48K
$4.47M
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.99K+ 13.69% |
$755K - $760K
|
58.1K
$5.41M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.9K+ 3.06% |
$745K - $751K
|
233K
$21.7M
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
6.86KNew |
$740K - $746K
|
6.86K
$639K
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.69K+ 12.46% |
$722K - $727K
|
60.3K
$5.62M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.53K+ 8.07% |
$705K - $710K
|
87.4K
$8.13M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.3K+ 6.97% |
$680K - $685K
|
96.7K
$9.01M
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.29K+ 4.13% |
$679K - $684K
|
158K
$14.8M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.18KNew |
$668K - $673K
|
6.18K
$576K
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.87K+ 25.93% |
$634K - $638K
|
28.5K
$2.65M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.74KNew |
$620K - $624K
|
5.74K
$534K
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.6K+ 8.35% |
$604K - $609K
|
72.6K
$6.76M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.58K+ 10.43% |
$602K - $606K
|
59K
$5.49M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.57K+ 3.49% |
$601K - $606K
|
165K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
5.53K+ 5.84% |
$598K - $602K
|
100K
$9.33M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.48K+ 94.86% |
$592K - $596K
|
11.3K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.33K+ 65.64% |
$576K - $580K
|
13.5K
$1.25M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
5.33K+ 117.98% |
$575K - $579K
|
9.84K
$916K
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.23KNew |
$565K - $569K
|
5.23K
$487K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.21K+ 13.69% |
$563K - $567K
|
43.3K
$4.03M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.16K+ 7.34% |
$557K - $561K
|
75.4K
$7.02M
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.14K+ 32.17% |
$556K - $560K
|
21.1K
$1.97M
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.12KNew |
$553K - $557K
|
5.12K
$477K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.08KNew |
$548K - $552K
|
5.08K
$473K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.04K+ 60.84% |
$544K - $548K
|
13.3K
$1.24M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.96K+ 217.02% |
$536K - $539K
|
7.24K
$675K
|