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 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
61+ 0.75% |
$6.59K - $6.63K
|
8.23K
$766K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
56+ 0.99% |
$6.05K - $6.09K
|
5.71K
$532K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 5.72% |
$4.97K - $5K
|
850
$79.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
46+ 2.83% |
$4.97K - $5K
|
1.67K
$156K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39New |
$4.21K - $4.24K
|
39
$3.63K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
35+ 2.39% |
$3.78K - $3.81K
|
1.5K
$140K
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
33+ 1.08% |
$3.56K - $3.59K
|
3.09K
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
31+ 0.63% |
$3.35K - $3.37K
|
4.98K
$464K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
26+ 0.67% |
$2.81K - $2.83K
|
3.92K
$365K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26New |
$2.81K - $2.83K
|
26
$2.42K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$2.7K - $2.72K
|
25
$2.33K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
22+ 0.23% |
$2.38K - $2.39K
|
9.51K
$886K
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15New |
$1.62K - $1.63K
|
15
$1.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12New |
$1.3K - $1.31K
|
12
$1.12K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.13% |
$1.19K - $1.2K
|
8.71K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9+ 0.43% |
$972 - $979
|
2.09K
$195K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.15% |
$864 - $870
|
5.49K
$511K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.18% |
$648 - $653
|
3.37K
$314K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$540 - $544
|
1.87K
$174K
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$540 - $544
|
1.87K
$174K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.22% |
$432 - $435
|
1.81K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.25% |
$432 - $435
|
1.62K
$150K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.77% |
$432 - $435
|
523
$48.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$324 - $326
|
3
$279
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.23% |
$108 - $109
|
436
$40.6K
|
|
|
Mar 15, 2022
Q3 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1- 0.02% |
$108 - $109
|
6.28K
$585K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-9- 1.03% |
$972 - $979
|
869
$80.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-13Closed |
$1.4K - $1.41K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-14Closed |
$1.51K - $1.52K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-15- 0.29% |
$1.62K - $1.63K
|
5.24K
$488K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-23- 0.12% |
$2.48K - $2.5K
|
19K
$1.77M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-27- 3.25% |
$2.92K - $2.94K
|
805
$75K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-33Closed |
$3.56K - $3.59K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-36Closed |
$3.89K - $3.92K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-37Closed |
$4K - $4.02K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-40- 1.92% |
$4.32K - $4.35K
|
2.04K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-47- 1.15% |
$5.08K - $5.11K
|
4.04K
$376K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-48- 1.94% |
$5.18K - $5.22K
|
2.43K
$226K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-50- 9.01% |
$5.4K - $5.44K
|
505
$47K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-56- 2.54% |
$6.05K - $6.09K
|
2.15K
$200K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-57Closed |
$6.16K - $6.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-63- 2.36% |
$6.8K - $6.85K
|
2.61K
$243K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-65- 0.5% |
$7.02K - $7.07K
|
12.8K
$1.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-65- 17.71% |
$7.02K - $7.07K
|
302
$28.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-74- 19.58% |
$7.99K - $8.05K
|
304
$28.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-80- 1.57% |
$8.64K - $8.7K
|
5.02K
$468K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-84Closed |
$9.07K - $9.14K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-91Closed |
$9.83K - $9.9K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94- 4.19% |
$10.2K - $10.2K
|
2.15K
$200K
|