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 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-210- 2.52% |
$19K - $21.1K
|
8.12K
$751K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-217- 6.52% |
$19.6K - $21.8K
|
3.11K
$288K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-228- 19.02% |
$20.6K - $22.9K
|
971
$89.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-230- 3.49% |
$20.8K - $23.1K
|
6.36K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-231- 6.26% |
$20.9K - $23.2K
|
3.46K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-239- 1.64% |
$21.6K - $24K
|
14.3K
$1.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-240- 8.69% |
$21.7K - $24.1K
|
2.52K
$233K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-249- 13.34% |
$22.5K - $25K
|
1.62K
$150K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-249- 0.58% |
$22.5K - $25K
|
42.6K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-263- 2.78% |
$23.8K - $26.4K
|
9.21K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-264- 9.31% |
$23.9K - $26.5K
|
2.57K
$238K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-279- 6.8% |
$25.3K - $28K
|
3.83K
$354K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-282- 3.66% |
$25.5K - $28.3K
|
7.43K
$686K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-282- 3.66% |
$25.5K - $28.3K
|
7.43K
$686K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-288- 3.67% |
$26.1K - $29K
|
7.56K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-298- 13.11% |
$27K - $30K
|
1.98K
$183K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-326- 3.02% |
$29.5K - $32.8K
|
10.5K
$967K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-332- 1.29% |
$30K - $33.4K
|
25.4K
$2.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-334- 2.3% |
$30.2K - $33.6K
|
14.2K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-348- 7.6% |
$31.5K - $35K
|
4.23K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-349- 3.3% |
$31.6K - $35.1K
|
10.2K
$945K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-354- 5.2% |
$32K - $35.6K
|
6.46K
$597K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-354- 11.49% |
$32K - $35.6K
|
2.73K
$252K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-357- 85.2% |
$32.3K - $35.9K
|
62
$5.73K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-363- 10.67% |
$32.9K - $36.5K
|
3.04K
$281K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-384- 0.88% |
$34.8K - $38.6K
|
43K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-401- 6.78% |
$36.3K - $40.3K
|
5.51K
$509K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-402- 5.5% |
$36.4K - $40.4K
|
6.9K
$638K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-402- 3.19% |
$36.4K - $40.4K
|
12.2K
$1.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-414- 35.57% |
$37.5K - $41.6K
|
750
$69.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-420- 0.28% |
$38K - $42.2K
|
152K
$14M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-434- 0.81% |
$39.3K - $43.6K
|
53K
$4.9M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-439- 2.75% |
$39.7K - $44.1K
|
15.6K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-446- 3.52% |
$40.4K - $44.8K
|
12.2K
$1.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-448- 3.72% |
$40.5K - $45K
|
11.6K
$1.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-456- 4.23% |
$41.3K - $45.8K
|
10.3K
$953K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-457- 15.35% |
$41.4K - $45.9K
|
2.52K
$233K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-459- 7.07% |
$41.5K - $46.1K
|
6.04K
$558K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-459- 10.52% |
$41.5K - $46.1K
|
3.91K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-470- 16.2% |
$42.5K - $47.2K
|
2.43K
$225K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-480- 12.12% |
$43.4K - $48.3K
|
3.48K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-495- 1.41% |
$44.8K - $49.8K
|
34.7K
$3.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-510- 2.65% |
$46.2K - $51.3K
|
18.7K
$1.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-517- 4.32% |
$46.8K - $52K
|
11.4K
$1.06M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-526- 5.36% |
$47.6K - $52.9K
|
9.29K
$859K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-533- 37.94% |
$48.2K - $53.6K
|
872
$80.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-534- 1.25% |
$48.3K - $53.7K
|
42.1K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-539- 10.52% |
$48.8K - $54.2K
|
4.58K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-548- 94.48% |
$49.6K - $55.1K
|
32
$2.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-566- 1.17% |
$51.2K - $56.9K
|
47.6K
$4.4M
|