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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-105- 4.56% |
$11.3K - $11.4K
|
2.2K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-105- 13.38% |
$11.3K - $11.4K
|
680
$63.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-106- 37.19% |
$11.4K - $11.5K
|
179
$16.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-108- 0.53% |
$11.7K - $11.7K
|
20.5K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-109- 1.81% |
$11.8K - $11.9K
|
5.91K
$550K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-116- 2.2% |
$12.5K - $12.6K
|
5.17K
$481K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-119- 0.81% |
$12.9K - $12.9K
|
14.5K
$1.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133Closed |
$14.4K - $14.5K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-137Closed |
$14.8K - $14.9K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-138- 1.72% |
$14.9K - $15K
|
7.9K
$735K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-141- 0.23% |
$15.2K - $15.3K
|
61.4K
$5.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-164Closed |
$17.7K - $17.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-170- 15.89% |
$18.4K - $18.5K
|
900
$83.8K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-173- 2.29% |
$18.7K - $18.8K
|
7.37K
$686K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-174- 1.87% |
$18.8K - $18.9K
|
9.15K
$852K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-187- 1.97% |
$20.2K - $20.3K
|
9.31K
$867K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-211- 0.89% |
$22.8K - $23K
|
23.5K
$2.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-215- 4.16% |
$23.2K - $23.4K
|
4.95K
$461K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-223- 5.83% |
$24.1K - $24.3K
|
3.6K
$335K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-224- 40.29% |
$24.2K - $24.4K
|
332
$30.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-225- 4.97% |
$24.3K - $24.5K
|
4.31K
$401K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-226- 82.48% |
$24.4K - $24.6K
|
48
$4.47K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-242- 0.26% |
$26.1K - $26.3K
|
92.3K
$8.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-246- 8.57% |
$26.6K - $26.8K
|
2.62K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-247- 1.76% |
$26.7K - $26.9K
|
13.8K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-247- 1.79% |
$26.7K - $26.9K
|
13.6K
$1.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-257- 2.06% |
$27.8K - $28K
|
12.2K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-274- 6.65% |
$29.6K - $29.8K
|
3.84K
$358K
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-274- 0.29% |
$29.6K - $29.8K
|
95K
$8.84M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-288- 3.52% |
$31.1K - $31.3K
|
7.89K
$735K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-290Closed |
$31.3K - $31.5K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-300Closed |
$32.4K - $32.6K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-309- 5.9% |
$33.4K - $33.6K
|
4.92K
$459K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-321Closed |
$34.7K - $34.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-322- 0.54% |
$34.8K - $35K
|
59.8K
$5.57M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-338- 1.24% |
$36.5K - $36.8K
|
27K
$2.51M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-345- 3.35% |
$37.3K - $37.5K
|
9.95K
$927K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-360- 75.0% |
$38.9K - $39.2K
|
120
$11.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-363- 1.96% |
$39.2K - $39.5K
|
18.2K
$1.69M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-364Closed |
$39.3K - $39.6K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-368- 0.72% |
$39.7K - $40K
|
51K
$4.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-368- 2.78% |
$39.7K - $40K
|
12.9K
$1.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-388- 3.15% |
$41.9K - $42.2K
|
11.9K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-400Closed |
$43.2K - $43.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-422- 19.18% |
$45.6K - $45.9K
|
1.78K
$166K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-440- 16.57% |
$47.5K - $47.9K
|
2.22K
$206K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-457- 2.61% |
$49.4K - $49.7K
|
17.1K
$1.59M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-474- 2.34% |
$51.2K - $51.6K
|
19.8K
$1.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-477- 24.84% |
$51.5K - $51.9K
|
1.44K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-489- 43.01% |
$52.8K - $53.2K
|
648
$60.3K
|