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
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
366+ 1.16% |
$39.5K - $39.8K
|
31.9K
$2.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
344+ 9.03% |
$37.1K - $37.4K
|
4.16K
$389K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
334+ 12.66% |
$36.1K - $36.3K
|
2.97K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
322+ 1.08% |
$34.8K - $35K
|
30.2K
$2.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
319+ 6.32% |
$34.4K - $34.7K
|
5.37K
$503K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
305New |
$32.9K - $33.2K
|
305
$28.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
293+ 0.52% |
$31.6K - $31.9K
|
57K
$5.34M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
281+ 66.12% |
$30.3K - $30.6K
|
706
$66.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
277+ 2.03% |
$29.9K - $30.1K
|
13.9K
$1.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
268+ 7.26% |
$28.9K - $29.2K
|
3.96K
$371K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
262+ 2.85% |
$28.3K - $28.5K
|
9.46K
$886K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
262+ 1.82% |
$28.3K - $28.5K
|
14.7K
$1.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
253+ 12650.0% |
$27.3K - $27.5K
|
255
$23.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
249+ 803.23% |
$26.9K - $27.1K
|
280
$26.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
245+ 0.15% |
$26.5K - $26.6K
|
165K
$15.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
223+ 5.35% |
$24.1K - $24.3K
|
4.39K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
222+ 2.18% |
$24K - $24.1K
|
10.4K
$977K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
218+ 1.4% |
$23.5K - $23.7K
|
15.8K
$1.48M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
217New |
$23.4K - $23.6K
|
217
$20.3K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
213+ 4.72% |
$23K - $23.2K
|
4.72K
$442K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$21.6K - $21.8K
|
200
$18.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
192+ 63.79% |
$20.7K - $20.9K
|
493
$46.2K
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
188+ 6.36% |
$20.3K - $20.4K
|
3.15K
$295K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
187+ 4.27% |
$20.2K - $20.3K
|
4.56K
$427K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
185+ 2.0% |
$20K - $20.1K
|
9.42K
$882K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
178+ 2.01% |
$19.2K - $19.4K
|
9.01K
$844K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
169+ 1.67% |
$18.3K - $18.4K
|
10.3K
$965K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
163+ 26.0% |
$17.6K - $17.7K
|
790
$74K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
162New |
$17.5K - $17.6K
|
162
$15.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
153+ 3.59% |
$16.5K - $16.6K
|
4.42K
$414K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
149+ 39.52% |
$16.1K - $16.2K
|
526
$49.3K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 0.14% |
$16.1K - $16.2K
|
108K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
148+ 6.44% |
$16K - $16.1K
|
2.45K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
135+ 0.11% |
$14.6K - $14.7K
|
120K
$11.2M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
135+ 1.08% |
$14.6K - $14.7K
|
12.6K
$1.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
114+ 0.02% |
$12.3K - $12.4K
|
557K
$52.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
112+ 0.79% |
$12.1K - $12.2K
|
14.3K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
110+ 1833.33% |
$11.9K - $12K
|
116
$10.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
108+ 5.37% |
$11.7K - $11.7K
|
2.12K
$199K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
105+ 3.05% |
$11.3K - $11.4K
|
3.55K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 4.71% |
$10.2K - $10.2K
|
2.09K
$196K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88New |
$9.5K - $9.57K
|
88
$8.24K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
87+ 1.96% |
$9.4K - $9.46K
|
4.52K
$423K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
81+ 0.74% |
$8.75K - $8.81K
|
11K
$1.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
77New |
$8.32K - $8.38K
|
77
$7.21K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
71+ 3.36% |
$7.67K - $7.72K
|
2.19K
$205K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
65+ 2.65% |
$7.02K - $7.07K
|
2.52K
$236K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
64New |
$6.91K - $6.96K
|
64
$5.99K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
62New |
$6.7K - $6.74K
|
62
$5.81K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
62New |
$6.7K - $6.74K
|
62
$5.81K
|