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 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
960New |
$104K - $104K
|
960
$89.9K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
957+ 0.04% |
$103K - $104K
|
2.46M
$230M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
950+ 4.73% |
$103K - $103K
|
21K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
920+ 196.58% |
$99.4K - $100K
|
1.39K
$130K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
906+ 25.01% |
$97.8K - $98.5K
|
4.53K
$424K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
887New |
$95.8K - $96.5K
|
887
$83.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
870+ 20.62% |
$94K - $94.6K
|
5.09K
$477K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
832+ 16.28% |
$89.8K - $90.5K
|
5.94K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
823+ 5.55% |
$88.9K - $89.5K
|
15.7K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
800+ 45.71% |
$86.4K - $87K
|
2.55K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
786+ 1786.36% |
$84.9K - $85.5K
|
830
$77.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
784New |
$84.7K - $85.3K
|
784
$73.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
777+ 6.09% |
$83.9K - $84.5K
|
13.5K
$1.27M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
771+ 2.67% |
$83.3K - $83.9K
|
29.7K
$2.78M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
766+ 0.89% |
$82.7K - $83.3K
|
86.9K
$8.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
761+ 24.05% |
$82.2K - $82.8K
|
3.93K
$368K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
758+ 7.79% |
$81.9K - $82.4K
|
10.5K
$983K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
742+ 23.56% |
$80.1K - $80.7K
|
3.89K
$365K
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
727+ 32.7% |
$78.5K - $79.1K
|
2.95K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
710+ 9.22% |
$76.7K - $77.2K
|
8.41K
$788K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
690+ 7.69% |
$74.5K - $75.1K
|
9.67K
$906K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
669+ 5.12% |
$72.2K - $72.8K
|
13.7K
$1.29M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
659New |
$71.2K - $71.7K
|
659
$61.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
646+ 1.66% |
$69.8K - $70.3K
|
39.6K
$3.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
638+ 0.61% |
$68.9K - $69.4K
|
106K
$9.89M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
621+ 12.99% |
$67.1K - $67.5K
|
5.4K
$506K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
602+ 4.86% |
$65K - $65.5K
|
13K
$1.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
574+ 4.39% |
$62K - $62.4K
|
13.6K
$1.28M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
553+ 149.86% |
$59.7K - $60.1K
|
922
$86.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
510+ 7.29% |
$55.1K - $55.5K
|
7.51K
$703K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
506+ 8.6% |
$54.6K - $55K
|
6.39K
$599K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
494New |
$53.3K - $53.7K
|
494
$46.3K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
485+ 2.76% |
$52.4K - $52.8K
|
18K
$1.69M
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
BUY
|
- |
479+ 3.03% |
$51.7K - $52.1K
|
16.3K
$1.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
476+ 7.73% |
$51.4K - $51.8K
|
6.64K
$622K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
472+ 7.77% |
$51K - $51.3K
|
6.55K
$613K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
451+ 0.54% |
$48.7K - $49.1K
|
83.9K
$7.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
451+ 2.37% |
$48.7K - $49.1K
|
19.5K
$1.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
449+ 641.43% |
$48.5K - $48.8K
|
519
$48.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
446+ 12.0% |
$48.2K - $48.5K
|
4.16K
$390K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
446+ 10.97% |
$48.2K - $48.5K
|
4.51K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
437+ 26.98% |
$47.2K - $47.5K
|
2.06K
$193K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
433+ 1.14% |
$46.8K - $47.1K
|
38.4K
$3.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
425New |
$45.9K - $46.2K
|
425
$39.8K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
424+ 1.29% |
$45.8K - $46.1K
|
33.3K
$3.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
421New |
$45.5K - $45.8K
|
421
$39.4K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
399+ 21.19% |
$43.1K - $43.4K
|
2.28K
$214K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
395New |
$42.7K - $43K
|
395
$37K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
394+ 2.76% |
$42.5K - $42.9K
|
14.7K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
376+ 0.63% |
$40.6K - $40.9K
|
60.3K
$5.65M
|