Purchases and Sales Made in Q3 2022 in Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB) during Q3 2022. 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 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.58KNew |
$233K - $259K
|
2.58K
$238K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.55K+ 1244.88% |
$231K - $257K
|
2.76K
$255K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.5K+ 2.18% |
$227K - $252K
|
118K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.5K+ 66.31% |
$226K - $252K
|
6.28K
$580K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.49K+ 0.83% |
$225K - $250K
|
303K
$28M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.48KNew |
$225K - $249K
|
2.48K
$229K
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.26KNew |
$204K - $227K
|
2.26K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.09K+ 9.83% |
$189K - $210K
|
23.3K
$2.16M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.07K+ 9.16% |
$187K - $208K
|
24.7K
$2.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.04K+ 42.11% |
$185K - $205K
|
6.88K
$636K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.04K+ 66.33% |
$184K - $205K
|
5.1K
$472K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.03K+ 8.25% |
$184K - $204K
|
26.6K
$2.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.03K+ 2.18% |
$183K - $204K
|
95.1K
$8.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.96KNew |
$177K - $197K
|
1.96K
$181K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 12.26% |
$172K - $191K
|
17.4K
$1.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.83K+ 0.38% |
$166K - $184K
|
480K
$44.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 42.33% |
$163K - $181K
|
6.06K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 10.65% |
$160K - $177K
|
18.3K
$1.69M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.64KNew |
$148K - $164K
|
1.64K
$151K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.59K+ 25.96% |
$144K - $160K
|
7.72K
$714K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.56KNew |
$142K - $157K
|
1.56K
$145K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.45K+ 2.17% |
$131K - $145K
|
68.1K
$6.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.44K+ 44.15% |
$131K - $145K
|
4.72K
$436K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44K+ 17.89% |
$130K - $145K
|
9.48K
$876K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1.43K+ 15.76% |
$129K - $143K
|
10.5K
$969K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.42K+ 1.63% |
$128K - $143K
|
88.4K
$8.17M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 23.81% |
$126K - $140K
|
7.23K
$668K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 0.8% |
$125K - $139K
|
174K
$16.1M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 64.1% |
$124K - $138K
|
3.52K
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.37K+ 54.68% |
$124K - $138K
|
3.87K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.35K+ 20.3% |
$122K - $135K
|
7.97K
$737K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.33K+ 18.46% |
$120K - $134K
|
8.52K
$788K
|
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.32K+ 16.07% |
$119K - $133K
|
9.53K
$880K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.28K+ 9.32% |
$116K - $129K
|
15.1K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.26K+ 3708.82% |
$114K - $127K
|
1.3K
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.24K+ 0.78% |
$112K - $125K
|
161K
$14.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.24K+ 49.34% |
$112K - $124K
|
3.74K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.19K+ 4.94% |
$107K - $119K
|
25.2K
$2.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.18K+ 2.94% |
$107K - $119K
|
41.4K
$3.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.18KNew |
$107K - $119K
|
1.18K
$109K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 1.19% |
$105K - $117K
|
98.9K
$9.14M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.04K+ 32.7% |
$94.5K - $105K
|
4.24K
$392K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 43.79% |
$92.6K - $103K
|
3.36K
$310K
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.01K+ 2.89% |
$91K - $101K
|
35.8K
$3.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1K+ 50.0% |
$90.5K - $101K
|
3K
$277K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
962+ 8.13% |
$87.1K - $96.7K
|
12.8K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
960+ 37.75% |
$86.9K - $96.5K
|
3.5K
$324K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
960New |
$86.9K - $96.5K
|
960
$88.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
955+ 0.92% |
$86.4K - $96K
|
104K
$9.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
930+ 25.12% |
$84.2K - $93.5K
|
4.63K
$428K
|