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 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
908+ 4.23% |
$82.2K - $91.3K
|
22.4K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
890+ 2.46% |
$80.6K - $89.5K
|
37K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
864+ 2.82% |
$78.2K - $86.9K
|
31.5K
$2.91M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
860+ 16.87% |
$77.8K - $86.5K
|
5.96K
$551K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
795New |
$72K - $79.9K
|
795
$73.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
740+ 0.86% |
$67K - $74.4K
|
87.2K
$8.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
720+ 8.31% |
$65.2K - $72.4K
|
9.38K
$868K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
720+ 9.66% |
$65.2K - $72.4K
|
8.17K
$756K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
714+ 8.24% |
$64.6K - $71.8K
|
9.38K
$868K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
700New |
$63.4K - $70.4K
|
700
$64.8K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
674+ 3.66% |
$61K - $67.8K
|
19.1K
$1.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
659+ 161.12% |
$59.6K - $66.2K
|
1.07K
$98.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
644+ 28.55% |
$58.3K - $64.7K
|
2.9K
$268K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
598+ 35.11% |
$54.1K - $60.1K
|
2.3K
$213K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
595New |
$53.9K - $59.8K
|
595
$55.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
585+ 0.74% |
$52.9K - $58.8K
|
79.1K
$7.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
541+ 0.28% |
$49K - $54.4K
|
190K
$17.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
530+ 3.09% |
$48K - $53.3K
|
17.7K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
522+ 2.36% |
$47.2K - $52.5K
|
22.6K
$2.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
506New |
$45.8K - $50.9K
|
506
$46.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$45.3K - $50.3K
|
500
$46.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
486+ 3.51% |
$44K - $48.9K
|
14.4K
$1.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
486+ 13.42% |
$44K - $48.9K
|
4.11K
$380K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
480+ 70.28% |
$43.4K - $48.3K
|
1.16K
$108K
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
480+ 3.02% |
$43.4K - $48.3K
|
16.4K
$1.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
478+ 6.93% |
$43.3K - $48.1K
|
7.38K
$683K
|
|
|
Nov 01, 2022
Q3 2022
|
Mackay Shields LLC
|
BUY
|
- |
473+ 6.83% |
$42.8K - $47.6K
|
7.4K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
471+ 3.13% |
$42.6K - $47.3K
|
15.5K
$1.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
454+ 4.86% |
$41.1K - $45.6K
|
9.79K
$906K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
449New |
$40.6K - $45.1K
|
449
$41.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
435+ 1.45% |
$39.4K - $43.7K
|
30.5K
$2.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
412+ 6.2% |
$37.3K - $41.4K
|
7.06K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
399+ 87.12% |
$36.1K - $40.1K
|
857
$79.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
391+ 8.31% |
$35.4K - $39.3K
|
5.1K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
357New |
$32.3K - $35.9K
|
357
$33K
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
349+ 0.46% |
$31.6K - $35.1K
|
77K
$7.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
346+ 31.89% |
$31.3K - $34.8K
|
1.43K
$132K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
321+ 2.28% |
$29.1K - $32.3K
|
14.4K
$1.33M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
314+ 1.98% |
$28.4K - $31.6K
|
16.2K
$1.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
298+ 26.97% |
$27K - $30K
|
1.4K
$130K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
280New |
$25.3K - $28.1K
|
280
$25.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
271+ 4516.67% |
$24.5K - $27.2K
|
277
$25.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
264+ 6.34% |
$23.9K - $26.5K
|
4.43K
$410K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
258+ 0.66% |
$23.4K - $25.9K
|
39.3K
$3.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
257+ 44.62% |
$23.3K - $25.8K
|
833
$77.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
243+ 5.4% |
$22K - $24.4K
|
4.75K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
224+ 1.02% |
$20.3K - $22.5K
|
22.2K
$2.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
217+ 10.57% |
$19.6K - $21.8K
|
2.27K
$210K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
213+ 1.98% |
$19.3K - $21.4K
|
10.9K
$1.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
209+ 3.38% |
$18.9K - $21K
|
6.39K
$591K
|