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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
208+ 1.31% |
$18.8K - $20.9K
|
16.1K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 58.47% |
$18.7K - $20.8K
|
561
$51.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
201+ 1.11% |
$18.2K - $20.2K
|
18.3K
$1.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
189+ 10.81% |
$17.1K - $19K
|
1.94K
$179K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
189+ 7.14% |
$17.1K - $19K
|
2.84K
$262K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
183New |
$16.6K - $18.4K
|
183
$16.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
165+ 1.58% |
$14.9K - $16.6K
|
10.6K
$979K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
162+ 1.86% |
$14.7K - $16.3K
|
8.89K
$822K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 3.03% |
$14.5K - $16.1K
|
5.44K
$503K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
156+ 24.88% |
$14.1K - $15.7K
|
783
$72.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
145New |
$13.1K - $14.6K
|
145
$13.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
145New |
$13.1K - $14.6K
|
145
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
142+ 4.23% |
$12.9K - $14.3K
|
3.5K
$324K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133+ 302.27% |
$12K - $13.4K
|
177
$16.4K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
120New |
$10.9K - $12.1K
|
120
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
119+ 247.92% |
$10.8K - $12K
|
167
$15.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
106+ 2.39% |
$9.59K - $10.7K
|
4.54K
$419K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73+ 0.9% |
$6.61K - $7.34K
|
8.16K
$754K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
68+ 2.27% |
$6.15K - $6.84K
|
3.07K
$284K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
60+ 1.97% |
$5.43K - $6.03K
|
3.11K
$287K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
48+ 154.84% |
$4.34K - $4.83K
|
79
$7.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
48+ 0.75% |
$4.34K - $4.83K
|
6.47K
$598K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
46+ 0.22% |
$4.16K - $4.62K
|
21.1K
$1.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
46New |
$4.16K - $4.62K
|
46
$4.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
44+ 0.2% |
$3.98K - $4.42K
|
21.9K
$2.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
43+ 1.51% |
$3.89K - $4.32K
|
2.89K
$267K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.62K - $4.02K
|
40
$3.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
38+ 0.57% |
$3.44K - $3.82K
|
6.69K
$618K
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
35+ 0.87% |
$3.17K - $3.52K
|
4.04K
$374K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
33+ 0.86% |
$2.99K - $3.32K
|
3.86K
$357K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
30New |
$2.72K - $3.02K
|
30
$2.77K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
29+ 0.54% |
$2.62K - $2.92K
|
5.38K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
27+ 0.54% |
$2.44K - $2.71K
|
5.05K
$467K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
27+ 0.54% |
$2.44K - $2.71K
|
5.05K
$467K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$2.08K - $2.31K
|
23
$2.13K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
20+ 0.52% |
$1.81K - $2.01K
|
3.84K
$355K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$1.72K - $1.91K
|
6.3K
$582K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
18+ 1.48% |
$1.63K - $1.81K
|
1.24K
$114K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
17+ 0.29% |
$1.54K - $1.71K
|
5.92K
$547K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$815 - $905
|
9
$832
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$543 - $603
|
6
$555
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 1.78% |
$453 - $503
|
286
$26.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5+ 10.0% |
$453 - $503
|
55
$5.08K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.82% |
$453 - $503
|
613
$56.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$272 - $302
|
3
$277
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.37% |
$90.5 - $101
|
269
$24.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$90.5 - $101
|
1
$92.4
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$90.5 - $101
|
30
$2.77K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$90.5 - $101
|
5.66K
$523K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.96% |
$90.5 - $101
|
105
$9.71K
|